Rex CRM Export

Export open home attendees as a Rex CRM-compatible CSV file for direct import.

3 min readUpdated 2026-05-11Agent Portal

The Rex CRM Export generates a CSV file from your open home attendee list formatted for direct import into Rex CRM — the most widely used real estate CRM in New Zealand. No manual reformatting is required.

Rex CSV Format

The exported CSV contains seven columns matching the Rex CRM import template:

ColumnSource
First NameParsed from the attendee's full name (split on first space)
Last NameRemainder of the name after the first space
EmailAttendee's email address
MobileAttendee's phone number (if provided)
SourcePopulated as 'Open Home — [property address]'
NotesIncludes open home date, time, address, and any agent notes from the sign-in
TagsPopulated as 'Interested' for hot leads, blank for others

Exporting to Rex

  1. 1Open the open home card in your listing.
  2. 2Click the download icon (↓) and select Rex CRM CSV.
  3. 3Save the file to your computer.
  4. 4In Rex CRM, navigate to Contacts → Import and upload the CSV file.
  5. 5Map the columns as per Rex's import guide (columns already match the Rex template).
  6. 6Complete the import. Attendees appear as new or updated contacts in Rex.

Name Splitting

The system splits names on the first space: 'James Geng' becomes First Name 'James', Last Name 'Geng'. For single-name entries, the Last Name column will be blank. Review the CSV before importing if your attendees used nicknames or single names.

Found an error? Open an issue on GitHub