Articles on: Listings Management

How to Sync Listings from Your CRM

TL;DR

Pull listings directly from your connected CRM into a PropWise portfolio without re-entry or copy-paste. This approach maintains data consistency and saves time when building or updating portfolios.



When to use this

Consider this workflow when:

  • Your listings are already in a connected CRM.
  • You wish to avoid manual entry or duplicate data.
  • You’re updating a portfolio with properties you manage elsewhere.


If the data exists upstream, there is no need to recreate it downstream.



Step-by-step instructions

  1. Open the portfolio you wish to add listings to.
  2. Click Import Listing.
  3. Select From CRM.
  4. Choose the listings from your connected CRM system.
  5. Confirm the import.


The selected listings are added to the portfolio instantly.


Available only for Premium and Enterprise users. Interested in this feature? Contact us!



Common issues & tips

  • CRM not connected

If the From CRM option is unavailable, your CRM integration may not be set up. We recommend connecting your CRM first.


  • Missing listings

Only listings available in your CRM and supported by the integration will appear. Please check CRM permissions and listing status.


  • Data consistency check

Imported listings reflect CRM data at the time of import. If details change later in the CRM, consider re-importing or updating manually as needed.


  • Best practice

We recommend using CRM import as your default for on-market or internally managed listings. Reserve manual entry for off-market or early-stage opportunities.



Updated on: 02/04/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!