A Rex to Rex data transfer moves properties and contacts from one Rex account to another Rex account -- it does NOT duplicate records from one account to another.
That is to say, that once the transfer has taken place, the records will no longer exist in the original Rex account.
Please read through the following important information before requesting a Rex to Rex data transfer:
- Any Rex to Rex transfer will require the authorisation of both account holders.
- All contact and property records which require transfer will require a unique tag. This tag must be added by the transfer requester, as Rex support do not have the necessary insight of your data to tag them for you.
- The tag must be identical for all contacts and properties you wish to transfer.
- Contact records will transfer with all associated tags, notes and reminders/tasks.
- Property records will transfer including any associated listing records, tags, notes and reminders.
- This means that you only need tag the Property records in your account, as the linked listings will transfer across with the property (Sold & Withdrawn listings will all transfer across).
- Related Contacts to a property record will not transfer unless included in the 'tagged' contacts
- Please ensure any Contacts linked to Offers are included in the transfer. If any contacts related on offers are not included, this will result in issues accessing the transferred offers.
- Sales Progression Chains, ID/AML Verifications and Correspondences (emails, letters and SMS) sent in Rex will not transfer across
- For any listings that get transferred across -- please ensure the portal feeds for these listings are stopped. It's important to complete this before the Rex to Rex transfer happens.
- If the record owner has a different user email in the two accounts, the data will not automatically be owned by this agent.
- The Agency must filter using the tag and mass reassign ownership.
- Offer Agent and Listing Agent will need to be manually updated. Please note, whilst the user name will likely appear the same, the linked user will differ. It’s important these changes are actioned to prevent post-transfer errors.
- This is a paid service. Please speak with our Customer Care team about pricing.
If any data is not mentioned in the information above consider it not included in the Rex to Rex transfer.
Please Note: If you wish to request a Rex to Rex transfer, please contact us at support@rexsoftware.com.au
Timeframes will be given upon request but please allow for at least +5 business days.