What is Data Import & Export?
Import and export workflows move structured information between Proplix and other tools. This may support migration, periodic reporting, finance processing, compliance review, bulk updates, external analysis or operational handover.
How it works in a Proplix-connected environment
Proplix treats integration as an operational workflow, not just a technical connection. The aim is to keep property, people, compliance, finance, maintenance and reporting information moving with context, ownership and audit visibility.
- Audit the source data and remove obvious duplicates or unusable values.
- Map columns to Proplix records and custom fields.
- Validate mandatory fields, formats, relationships and references.
- Run a test import or export with a small controlled dataset.
- Confirm totals, errors and sample records before full rollout.
How Proplix supports customisation
Proplix import and export can be customised around your data structure, branch names, property codes, client references, tenancy stages, compliance certificate types, finance categories and reporting formats.
Typical integration opportunities
- Property portfolio import
- Client and contact import
- Tenancy or occupier data migration
- Compliance certificate export
- Finance and invoice reporting exports
- BI-ready portfolio data extracts
Professional implementation note
Every integration should be scoped, tested and documented before it becomes part of live operations. Proplix pages describe the business workflow and integration design principles, while final technical implementation depends on the external system, available API access, security requirements and agreed customisation plan.