> ## Documentation Index > Fetch the complete documentation index at: https://docs.voqo.ai/llms.txt > Use this file to discover all available pages before exploring further. # VaultRE Setup > Connect VaultRE to sync property listings (sold, leased, off-market, pre-market) and contacts into Voqo AI. ## 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](#getting-whitelisted) below) ## 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](https://support.vaultre.com.au/hc/en-au/requests/new) 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](https://login.vaultre.com.au/cgi-bin/clientvault/integrations/tokens.cgi). ## 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. Pick what to sync (see [Pick your sync scope](#pick-your-sync-scope) below). 5. Click **Connect**. If you selected **Properties**, listing sync begins automatically in the background. ## Pick your sync scope You'll see the following scope options: * **Live listings** — always on. Your active sale and rental stock flows into the Knowledge Base automatically. * **Sold & off-market listings** — opt-in. Retain settled, conditional, fallen, and withdrawn sale listings in your Knowledge Base instead of removing them, with a **Sold** badge (for completed sales) or **Off-Market** badge (for fallen / withdrawn). * **Leased listings** — opt-in. Retain leased rentals in your Knowledge Base with a **Leased** badge, including weekly rent and lease term from VaultRE's tenancy history. * **Pre-Market listings** — opt-in, default off. Pull in **Prospect** and **Appraisal** stage listings (work you're pitching but haven't formally listed yet) with a **Pre-Market** badge. * **Contacts** — opt-in. Brings your VaultRE contacts into Voqo via CSV import (see [Import Contacts via CSV](#import-contacts-via-csv) below). You can change any of these later via the **⋮** Settings on the VaultRE card. ### Choose how far back to keep sold and leased listings When you enable **Sold & off-market listings** or **Leased listings**, a **Historical listing window** selector appears in your VaultRE settings. It controls how far back Voqo includes sold, leased, and off-market listings on the next sync, based on when each listing was last updated. * **Pick a window** — **Last 1 month**, **Last 3 months**, **Last 6 months**, **Last 12 months** (the default), or **Last 24 months**. * **Older listings roll off automatically.** A sold or leased listing that hasn't been updated within your chosen window drops out of your Knowledge Base on the next sync. * **Widen the window to bring older listings back.** Switch to a longer window and run a sync — the older sold and leased listings reappear. * **The selector only shows when Sold or Leased is enabled.** Your live and pre-market listings always sync in full and are never affected by this window. ### Turning a scope off — and getting your listings back When you turn **off** a listing scope in your VaultRE settings, Voqo **removes** the already-synced listings of that type from your Knowledge Base. Because this removes records, Voqo always asks you to confirm first: * **You'll see a confirmation dialog** telling you exactly **how many listings** will be removed, and **which manually managed lists** they sit in (if any), before anything is deleted. * **Nothing is removed until you confirm.** Click **Cancel** to leave everything in place. * **Nothing is lost permanently.** You can **restore** these listings at any time by re-enabling the scope and running a sync. **Rate limit caveat for high-volume tenants.** VaultRE's API quota is shared across all Voqo customers (currently 10,000 requests per day, globally). If you run a high-volume agency with hundreds of active appraisals, enabling **Pre-Market listings** can add substantial daily quota usage. If you're not actively using pre-market data in your AI agent's context, leave the scope off. If you hit quota issues, contact support. ## Listing states from VaultRE VaultRE exposes sale, rental, and pre-market lifecycle states across separate API surfaces. Voqo pulls each into a dedicated tab in your Knowledge Base when you opt in. ### Sold listings When you enable **Sold & off-market listings**, VaultRE sale properties marked **Unconditional** or **Settled** appear in the **Sold** tab with a red **Sold** badge. Each sold listing carries: * **Sold price** — VaultRE's `salePrice` value. * **Sold date** — the date the contract went unconditional (or fell back to settlement date). * **Sale method** — Auction, Private Treaty, Tender, Expressions of Interest, or other, mapped from VaultRE's `SoldType` field. * **Price-display flag** — honours VaultRE's `showSalePrice` setting; sold price is hidden if the vendor instructed VaultRE not to publish it. ### Leased listings When you enable **Leased listings**, VaultRE rentals with an **Unconditional** tenancy appear in the **For Lease** archive with a **Leased** badge. The card carries: * **Weekly rent** — VaultRE's rent value, normalised to weekly. * **Lease start date** — the tenancy start date. * **Lease end date** — the tenancy end date. * **Lease term (months)** — derived from start-date-to-end-date in months. ### Off-market listings VaultRE listings that have fallen through (**Fallen Sale**) or been withdrawn (**Withdrawn**) appear in the **Off-Market** tab with an **Off-Market** badge. Voqo pulls these from VaultRE's dedicated `/properties/sale/fallenSaleWithdrawn` endpoint, so the lifecycle is accurate end-to-end. Your AI agent prefixes these listings with **"OFF-MARKET —"** when speaking about them. ### Pre-market listings (Prospect, Appraisal) When you enable **Pre-Market listings**, VaultRE properties in **Prospect** or **Appraisal** stages appear in the **Pre-Market** tab with a **Pre-Market** badge. These are useful when you want your AI agent to be aware of properties you're pitching, even before they go live. **Default off** so they don't clutter your Knowledge Base if you don't need them. You can hide pre-market listings from your Knowledge Base view without un-syncing them — see [Pre-Market Listings](../knowledge-base/pre-market-listings) for the Hide toggle. ### Upcoming auctions VaultRE auction listings populate Voqo's **Upcoming Auctions** smart-list template. The auction date is pulled from VaultRE's `auctionDetails.dateTime` field. Build a list under **Quick Create → Upcoming Auctions** and attach it to your AI agent so it can prepare for auction-week calls. *** ## Smart lists for VaultRE listings In the Knowledge Base **Quick Create** menu, you can build per-state smart lists that include VaultRE stock: * **Sold Properties** — every sold listing (across all integrations); narrow to VaultRE with the source filter * **Leased Properties** — every settled leased rental * **Pre-Market Properties** — every Prospect or Appraisal-stage VaultRE listing (only populated when pre-market scope is on) * **Upcoming Auctions** — every listing with an auction date in the next 14 days **`Lease Properties` vs `Leased Properties`** — these are different lists. **Lease Properties** is your current rental stock available to lease. **Leased Properties** is the archive of rentals that have already been leased out. Pick the one that matches your use case. You can also build a **VaultRE Properties** list (under *By Integration Source* in Quick Create) that holds every listing synced from VaultRE. *** ## 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. ### 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. ### What gets imported | Field | Source Column | | ------------- | ------------------------------------------------------ | | First name | `FirstName` | | Last name | `LastName` | | Phone numbers | `PhoneMobile`, `PhoneWork`, `PhoneHome`, `PhoneDirect` | | Emails | `Emails` (semicolon-separated) | | Categories | `Categories` | | Entity type | `EntityType` (Person, Company, etc.) | * Phone numbers are normalised to international format (E.164). * Archived contacts and contacts without any phone or email are skipped. ### 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. ## 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. Sync Contacts is only available after an initial CSV import. The button will be greyed out until you have imported contacts at least once. ## 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). ## Troubleshooting | Issue | Solution | | -------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | "Invalid auth token" on verify | Check that VaultRE has whitelisted Voqo AI for your account. Regenerate the token if expired. | | CSV upload fails | Ensure the file is a CSV or ZIP exported from VaultRE. Maximum file size is 32 MB. | | Contacts missing after import | Contacts without any phone number or email are skipped. Archived contacts are also excluded. | | Sync Contacts greyed out | You must import contacts via CSV at least once before delta sync is available. | | Sold or leased listings not appearing after enabling the scope | Click **Sync now** on the VaultRE card. The next scheduled sync also picks them up automatically. | | Pre-market listings using too much quota | Disable **Pre-Market listings** from the VaultRE Settings if you don't actively need them. VaultRE's API quota is shared globally across all Voqo customers. | | My sold or leased listings disappeared | You may have turned off the matching scope, or an older listing rolled off your **Historical listing window**. Re-enable the scope (or widen the window) from the VaultRE settings and run **Sync now** to bring them back. | | I want to keep more sold history | Open the VaultRE settings and set the **Historical listing window** to a longer period (up to **Last 24 months**), then run a sync. | ## Related docs * [Choose and Connect Integrations](overview-integration) * [Knowledge Base Lists and Sources](knowledge-base-integrations) * [Sold Listings in the Knowledge Base](../knowledge-base/sold-listings) * [Leased Listings in the Knowledge Base](../knowledge-base/leased-listings) * [Pre-Market Listings in the Knowledge Base](../knowledge-base/pre-market-listings)