Import & OpenImmo: your old system’s export becomes your stock, in one go

AvailableIn every workspace, documented here, with its changes listed on its page.

On the broker’s path: Platform
Pets that work here: Guide

The problem this solves: The old CRM hands over a ZIP with an XML and two thousand photos; the new one says "too big" or imports duplicates.

In short: Moving from another CRM starts from one Import entry: drop the OpenImmo ZIP or the spreadsheet, see what will land before it lands, and your contacts, objects, photos and documents arrive together — without duplicates, with their owners and the colleague who looked after them. „Importe“ shows every import, what it created, the rows that need a look, and takes a wrong import back.

What you can do

Import an OpenImmo export as it was in your old system, down to the neighbourhood, the energy certificate and the virtual tours.
Import spreadsheets. Columns find their fields and say why they fit; a column nobody knows becomes a custom field of your own in one click.
Keep people straight. Importing again never makes a second contact, even when the old system wrote a phone number differently; a „Betreuer“ column is matched to your colleague.
Watch and undo. A large file is taken over in the background; „Importe“ shows how many records are through, live, says plainly when one was interrupted, and takes a wrong import back after saying exactly what would go and what stays.
Re-import safely. A second run updates only what an earlier import wrote; what your team changed stays and is shown as a conflict.

How it works

Import suggests which of your columns goes to which field, shows a preview you confirm, then takes the records over — with an undo as long as nothing else depends on them. OpenImmo archives work up to your plan’s upload size.

Limits and notes

What arrives depends on what your previous software exported; the OpenImmo page says what moves over and what you keep.

Frequently asked questions

How do I move from my old real estate CRM to Capitality?

Export your stock from the old system as an OpenImmo ZIP or a spreadsheet and drop it on Capitality’s Import entry. You see what will land before it lands; contacts, objects, photos and documents then arrive together, with their owners and the colleague who looked after them.

Which file formats can I import?

OpenImmo ZIP archives, Excel and CSV. OpenImmo archives work up to your plan’s upload size.

Does importing create duplicate contacts?

No. Importing again never creates a second contact, even when the old system wrote a phone number differently, and a second run updates only what an earlier import wrote.

Can I undo an import?

Yes. „Importe“ lists every import and takes a wrong one back after saying exactly what would go and what stays, as long as nothing else depends on the records.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

App 0.42.0„Importe“ shows an import while it is still being written — how many records are through, live — and an interrupted one with what to do.
App 0.41.0After an import, its notice now opens just the contacts or objects it brought in, so you can check them at once instead of searching the whole list.
App 0.41.0A contact, company or object that came from an import now says so on its page, with one click to everything else from that import.
App 0.41.0A new „Importe“ page shows what each import created or filled in, opens exactly those records, and lists the rows that need a look.
App 0.41.0A wrong import can now be taken back from the „Importe“ page — after it says exactly what would go and what stays.
App 0.41.0An object's condition, occupancy and type now always read in your language, also for objects imported from other software.
Platform 0.27.0During a parallel run, re-importing contacts now updates what only an earlier import wrote, while anything your team changed stays and is shown as a conflict.
Platform 0.27.0A large import now shows how far it is while it is being written, and says plainly if it was interrupted.
Platform 0.27.0An import now keeps who looked after each contact and object: a „Betreuer“ column is matched to your colleague, and a name nobody here has is reported instead of guessed.
Platform 0.27.0Large imports finish properly: a big file is taken over in the background instead of timing out, and the import screen says the rows are on their way.
Platform 0.27.0Importing the same list of names again no longer makes every person a second time.
Platform 0.27.0Importing again no longer makes a second contact when the old system wrote a phone number differently.
Platform 0.26.0When you import objects from your old CRM, their virtual tours come along instead of being lost or turned into broken photos.
Platform 0.26.0Imports now keep German dates, Excel dates and a contact's role at their company, which were quietly left out before.
Platform 0.26.0An import with street and house number in one column now fills both fields, so „Hohe Str. 1“ arrives as street and number.
Platform 0.26.0While a firm still works in its old system, importing again now brings over changed object details, and leaves everything someone edited here untouched.
App 0.40.0The quick search now shows the icons for Signatures and Import, like every other page it lists.
Platform 0.20.3Photos and documents stay with their properties when you run the same import again.
Platform 0.20.1Every property page shows a contact person and its photos, including objects created by an import or a pet.
App 0.33.16The "Import finished" notice now opens what you imported, your contacts or your properties.
App 0.33.14Import columns that already found their field now say why they fit, and ask only where a choice is open.
App 0.33.13The import explains each column match in plain words, and a column added as a new field asks where it belongs.
App 0.33.10Columns from your previous software land on the right kind of record as custom fields, each with a fitting type.
Platform 0.19.11The "Import finished" notice takes you straight to what was imported, contacts or properties.
Platform 0.19.8One import file can now bring properties, units and offers together, and new custom fields come with a suggested home.
App 0.32.0Properties now show their owner plainly, and an import from another CRM links each property to its owner.
Platform 0.19.2OpenImmo imports from another broker system bring each object's owner along, linked and with contact details.
App 0.28.8An imported offer now shows its availability as written, such as "by arrangement", or as a proper date.
Platform 0.17.12Imported listings arrive the way they were in your old system, down to the neighbourhood and the energy certificate.
Platform 0.17.11Only listings that truly fit a saved search go out on their own, and re-imports ignore mere spelling differences.
Platform 0.17.11Open enquiries can be handed to the right pet or taken back by a person, and the most urgent go first.
App 0.28.6Import matching tells same-named columns apart, and on a sale a company can be the buyer, seller or agent.
Platform 0.17.4Lists always load, and imports point out any row that is missing something while the rest goes through.
Platform 0.17.3After an import, the Properties and Listings pages show every property it brought in.
App 0.28.0Moving from another CRM starts from a clear Import entry, and your contacts, properties and photos arrive together without duplicates.
App 0.27.0Import and portal settings now explain how to handle old portal ads after a move, so no property is advertised in duplicate.
Platform 0.17.0Everything a pet did on its own is listed day by day, and any of it can be taken back.
App 0.25.0Contact lists show only the columns you want, board by board, while colleagues keep their own choice.
App 0.25.0Custom fields marked for the table appear as columns in the contact list, so a buyer's budget is readable at a glance.
App 0.25.0Every message, from import results to keyboard hints, reads as plain words in your language.

… and 11 older changes.

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