How to move your book into Deed
The whole move, step by step: your Property24 profile, your CSV exports and your contacts, imported and tidied in an afternoon, with nothing lost on the way.
Updated 17 July 2026 · 5 minute read · by the Deed team
The real cost of switching tools was never the new tool; it's the move. Years of contacts, listings and half-remembered deals feel too heavy to carry, so agents stay with spreadsheets that stopped working long ago. Deed was built to make the move an afternoon's work. Here's the whole thing, step by step.
Before you start: what your book is made of
Most agents' books live in three places: a Property24 profile (your live listings and public profile), spreadsheets or an old CRM (contacts and past deals), and your phone (the WhatsApp threads where the real relationships are). Deed imports the first two directly, and the third flows in on its own once your WhatsApp number is connected.
Step 1: paste your Property24 profile link
In Deed, open the importer and paste the link to your Property24 agent profile. Deed reads your public listings and builds them as proper records: address, price, beds and baths, photos, the lot. No exports, no formatting, one paste.
Step 2: bring the spreadsheet, warts and all
Export your contacts from wherever they live today (Excel, Google Sheets, an old CRM's CSV export) and drop the file into the same importer. Two honest promises about this step:
- You don't need to clean it first. Deed stages everything it finds and shows you what it read before anything is committed to your book.
- Duplicates get flagged, not multiplied. The same buyer appearing in three tabs becomes one contact with everything attached, and you approve every merge.
Step 3: let the clean-up run
After an import, Deed's tidy-up pass reads the new book and proposes fixes: duplicates to merge, numbers in odd formats, contacts with no way to reach them. Each fix is a card you approve or dismiss; nothing changes without your OK, and every change lands in the audit trail, so the clean-up is quick and reversible rather than a leap of faith.
Step 4: connect WhatsApp and the diary
With the book in, connect your WhatsApp business number and, if you use one, your Microsoft 365 or Google calendar. From that moment new enquiries arrive already filed against the right contact, replies arrive drafted for your approval, and your appointments show up next to your deals.
If you're coming from another CRM
Any system that can export a CSV can move to Deed: that's most of them. Export contacts and listings separately if you can, import them in that order, and let the clean-up pass stitch the two together. If an export has you stuck, write to us and we'll walk the file over with you.
And if you ever leave: the move works in both directions. Your book exports at any time, and we delete your data on request. A move you can reverse is a move you can make calmly.
The short version
Paste your Property24 link, drop in your CSV, approve the tidy-up, connect WhatsApp. Bring the book as it is; the whole point of Deed is that keeping it tidy is no longer your job.
