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Import history

View past data imports and flagged records.

New import

PropertyMe bundle preview (PM-T6.8)

Paste exports from PropertyMe to validate go-live readiness before importing each surface separately.

PropertyMe trust migration (PM-T6.2)

Step 1: paste opening-balance CSV. Step 2: resolve landlord names to contacts. Step 3: import into native trust with reconciliation totals.

PropertyMe open maintenance jobs (PM-T6)

Paste CSV with Property Address, Description, Status, Reported Date. Jobs match to properties by address.

PropertyMe bond register (PM-T6.5)

Paste CSV with Property Address, Bond Amount, Lodgement Reference, Status. Rows match properties by street (and suburb when present), then update or create bond records on active tenancies.

Data migration wizard

Follow these steps in order. Preview requires an active session — start from Choose source if you opened this page directly.

  1. Step 1Choose sourceRex, Agentbox, PropertyMe, or Console
  2. Step 2Upload CSVExport from your incumbent and upload
  3. Step 3Preview & resolve warningsSkip or fix rows — required before import
  4. Step 4Confirm importWe batch-create and dedupe
  5. Step 5Spot-check & flagVerify samples; flags appear below
  6. Step 6PropertyMe trust balancesImport opening balances into native trust