Migrate your Acquaint CRM data

Contacts in Acquaint CRM store the standard name, address, phone, and email fields used in all property-related workflows. We export them via the Contacts API endpoints and map them directly to Contact objects in the target CRM, preserving owner assignments and tag data.

Sales properties include address, price, photographs, floor plans, virtual tours, and EPCs. The Property Listing feature supports unlimited photos and one-click uploads to portals. We map these to the destination CRM's equivalent property or listing object, handling the address fields individually to preserve street-level granularity.

Rental properties carry additional fields such as monthly rent, deposit amount, available-from date, and tenure type. These do not always use the same field names across different CRMs, so we perform a field-level mapping step and flag any custom or expired rental-specific fields for manual review before final import.

Tenancy records link a rental property to a tenant contact and carry lease start/end dates, rent amounts, and deposit status. Acquaint stores these under the Lettings module. We preserve the property-to-tenant linkage by exporting Tenancies after both the property and contact loads are complete, then setting the foreign-key references on our side before inserting.

Deals in Acquaint CRM track offers, viewings, and sales progression through pipeline stages. The stage names and custom fields vary between agencies, so we extract the deal records and stage definitions together, then map them against the destination pipeline configuration during import.

Tasks include reminders for viewings, document deadlines, and client follow-ups. We export task titles, due dates, and owner assignments. Recurring or linked tasks may need manual reconstruction at the destination if the target CRM uses a different recurrence model.

Branded brochures, window cards, and contracts are produced from within Acquaint CRM and stored against properties or contacts. We export these files separately and attach them to the corresponding records in the destination system, noting which documents were e-signed versus uploaded manually.

SMS logs are stored as communication history against contacts or properties. We extract the text content, timestamp, and direction (sent/received) and import them as Activity or Note records in the target CRM. Native SMS sending capability does not transfer and must be reconfigured in the new platform.

Client accounting records, rent ledgers, and deposit transactions live in Acquaint's accounts module. We pull transaction history via the accounts API endpoints including available credits and fee transfers. These are imported as financial records in the destination system, with open items flagged for reconciliation after cutover.

E-signing events (documents, contracts) store a signed timestamp and a reference to the document. We export these as audit records attached to the relevant Contact or Property. The actual signed PDF must be exported from Acquaint separately and uploaded to the destination as an attachment.

Acquaint CRM allows per-agency custom fields on most objects. We inventory all custom properties during the discovery phase, classify which are active versus stale, and map only the active ones to the destination CRM's equivalent custom field schema.

Staff accounts include name, email, role, and branch/team assignment. We export user records first so that owner assignments on Contacts, Properties, Deals, and Tenancies resolve correctly when those objects are loaded afterward.