VaultRE Setup

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Prerequisites

• Workspace admin role (required to manage integrations)
• A VaultRE account with API access enabled
• VaultRE must whitelist Voqo AI as an integrator for your account (see Getting Whitelisted below)

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Getting Whitelisted

Voqo AI is currently a private integrator with VaultRE. Before you can generate an API token, VaultRE must enable access for your account.

1. Lodge a support ticket with VaultRE requesting integration access for Voqo AI (Heffron Intelligence PTY LTD).
2. Alternatively, call VaultRE Support on 1300 788 689.

Once whitelisted, you can generate an auth token from your VaultRE integrations page.

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Connect VaultRE

1. Go to Integrations in the sidebar.
2. Click Connect on the VaultRE card.
3. Paste your VaultRE auth token and click Verify.
4. Select the resources to sync (Properties, Contacts, or both).
5. Click Connect.

If you selected Properties, listing sync begins automatically in the background.

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Import Contacts via CSV

If you selected Contacts during setup, Voqo AI will prompt you to upload a CSV export of your VaultRE contacts. This is the fastest way to get your contacts into Voqo AI.

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How to export from VaultRE

1. In VaultRE, go to Contacts and use the export/backup feature.
2. Export as CSV (or ZIP containing CSV).
3. Make sure the export includes the ContactID column — this links each contact to VaultRE for future syncs.

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What gets imported

• Phone numbers are normalised to international format (E.164).
• Archived contacts and contacts without any phone or email are skipped.

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How dedup works

When importing, Voqo AI checks for existing contacts to avoid duplicates:

1. VaultRE ID match — If a contact with the same VaultRE ContactID already exists, it is updated.
2. Phone or email match — If a manually created contact shares a phone number or email, it is linked to VaultRE (existing name and notes are preserved).
3. New contact — Otherwise, a new contact record is created.

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Sync Contacts (Delta Sync)

After the initial CSV import, you can pull incremental updates from VaultRE using Sync Contacts:

1. Open Integrations.
2. Click the three-dot menu on the VaultRE card.
3. Select Sync Contacts.

This fetches contacts modified since your last import or sync and applies the same dedup logic. Only contacts that have changed in VaultRE are updated — unchanged contacts are skipped.

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Disconnect

1. Click Disconnect on the VaultRE card.
2. Confirm the action.

Disconnecting removes the VaultRE link from your property listings and contacts. Previously synced contacts remain in your workspace but are no longer linked to VaultRE (the sync icon disappears and delta sync is no longer available).

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Troubleshooting

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Related docs

• Choose and Connect Integrations
• Knowledge Base Lists and Sources