It's possible using the HM Land Registry Integration to bulk import Sales History onto existing property records in Rex. If a Property record does not already exist, a new record will be created when the Sales History is imported.
The imported data includes the Tenure Type, Property Type and Sales History such as Transaction Dates and Price.
The integration must be set up before being able to import the Sales History.
Please note: A Super Admin user is required to set up any integrations.
Once the integration is set up, the sales history can be bulk imported following the steps below:
- Go to Applications > Open the HM Land Registry Integration
- Click Bulk Import Sales History
- Select how you wish to search for the properties via the Import Type dropdown list e.g. by postcode or partial postcode
- Enter the search criteria > Click Select Properties
Tick the relevant properties you wish to import sales history for or select all
Click Import Records
Once the bulk sales history import is complete, the data can be access via the Integration Tab on the appropriate Property record.
Important Note: Users require permission on the integration in order to bulk import Sales History. A Super Admin user is required to update this permission.