When you acquire properties from another agency (for example, as part of a rent roll purchase), you may need to move those listings into your own CRM/PMS account and ensure they flow into Snug.
This guide explains the best way to do that, plus what happens to existing applications and history.
Summary
To move properties into your Snug, the properties must first sit under your own CRM/PMS account. From there, your property feed/integration can send the listings to Snug.
In most cases, applications and history from the previous agency do not transfer automatically to your Snug team.
Before you start
Make sure you have:
- Access to your CRM/PMS account (where the properties will live after transfer)
- Access to your Snug team
- A clear "go live" plan, especially if the previous agency's CRM connection will be turned off
Step-by-step: moving the properties into Snug
1) Transfer the properties into your CRM/PMS first
Your CRM/PMS needs to show the properties under your ownership/team.
This is the main trigger for everything else. Snug cannot pull listings that are not in your account.
2) Ensure Snug is selected as a destination/portal (if applicable)
Depending on your CRM/PMS, each property may have a setting that controls where it is advertised or sent.
Make sure Snug is selected for each property so it can flow through.
3) Refresh the listings after transfer
After the properties have been moved into your account:
- make a small edit (for example, a minor description update), then
- save and republish (or re-save) the property
This helps ensure your feed sends the latest listing details.
4) Confirm the listings are live in Snug
Log in to Snug and check:
- the properties appear in your Snug dashboard/overview (where you manage listings), and
- they are visible via your Snug Apply Link (if you use one)
Will existing applications and history transfer too?
Usually, no.
Here's what to expect:
- New applications going forward: once the property is live in your Snug team, you will receive new applications from that point onward.
- Previous applications and history: applications and application history linked to the previous agency's setup typically remain with that agency and do not automatically appear in your Snug.
If you need historical application information, the previous agency may need to provide it to you separately (for example, by exporting or sharing records), and this should be handled carefully due to privacy requirements.
What happens if the previous agency's CRM connection is removed?
Once the previous CRM/PMS connection is turned off:
- Snug will no longer receive listing updates from that old connection.
- This is why it's important to get the listings live in your account and flowing into Snug as soon as possible.
Troubleshooting
If the properties are not appearing in Snug:
- Confirm they are active/current in your CRM/PMS
- Confirm Snug is selected as a destination/portal (if that setting exists)
- Republish or refresh the listing
- Allow some time for the feed to update, then check again
Need help?
Contact Snug Support with:
- the name of your CRM/PMS
- the number of properties being transferred
- confirmation the properties are now in your account
- (if available) one example property address so we can help you confirm the feed is working end-to-end