How do I move my contacts, properties and history into CASAFARI CRM from another CRM or spreadsheets?

In many cases, an estate agency can import its contacts, properties and interaction history into CASAFARI CRM from an existing CRM or spreadsheets. Before anything is imported, the CASAFARI team reviews the data and the source system together with the agency to ensure an accurate transfer, as outlined on the CASAFARI CRM product page (October 2026). To prepare, agencies need only export their records, remove duplicates, and assign record owners.

What can be moved into CASAFARI CRM?

Depending on what your current system can export, contacts (buyers, sellers, owners, landlords and tenants), property listings, and the history of interactions attached to each record can be brought across. Once imported, contacts and interaction history feed directly into CASAFARI CRM’s pipelines and management tools. You can also review five reasons to try CASAFARI CRM’s Free plan before committing your data.

What to prepare before the review

To ensure the review moves quickly, prepare the following items:

• A complete export of your contacts, properties, and interactions from your current CRM or spreadsheets, organised into clear columns.
• A defined cut-off point, deciding whether to bring archived contacts or withdrawn properties.
• A quick de-duplication pass to clear double entries for contacts or properties.
• A record of who owns each entry so you can set up team permissions correctly; see how to manage your team members’ access.
• One point of contact in your agency who understands the existing data setup.

Ensure that all imported records comply with applicable data protection requirements and that your agency holds a valid lawful basis to retain them.

How the migration proceeds and next steps

After you share your export, the CASAFARI team reviews the data and source system before agreeing the exact scope of the import. Once loaded, your agency checks a sample of contacts and properties to confirm that details and pipelines are correct.

You can start on the Free plan or request a CASAFARI CRM demo and discuss your migration directly with the team. For guidance on ongoing help after onboarding, read how CASAFARI’s after-sales support works.