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📅 Upcoming Follow-ups
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Data Tools
Find Duplicates
Merge Records
Import from Crexi
Zoho Connect
Duplicate Detection
Select a record type and click "Scan for Duplicates" to find potential duplicates in your database.
Merge Records
Select two records to merge. The second record's data will be merged into the first, and the second will be deleted.
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Import from Crexi
Upload Crexi CSV
Re-importing the same file will update existing properties
Import Features:
- Multi-import - Re-import same file to update existing records
- Deduplication - Matches by APN or address to avoid duplicates
- Auto-contacts - Creates contacts from owner info
- Linking - Links contacts to properties as "Owner"
- Source tracking - Sets source to "Crexi"
Import History
Zoho Mail Connection