> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Data imports

> How master data, tickets and documents from ImmoTop, Casavi and ELO get into mory, and how duplicates are handled.

This page explains which data has been taken over from your previous systems into mory, what is synchronised continuously, and how mory handles duplicates.

## Master data import from CSV

At the start and for larger additions, master data is imported from CSV files:

* **Liegenschaften** (Properties): address, organisation, owners, team
* **Einheiten** (Units): label, type, area, rent, tenancies
* Contacts: **Personen** (People) and **Unternehmen** (Companies)
* Relationships: tenants, owners, contractors, management

The basis is the exports from your previous system, ideally with unique identifiers (for example property and person numbers).

## Daily synchronisation with ImmoTop

ImmoTop is the source of master data. Once a day, mory synchronises properties, units, tenancies and contacts with ImmoTop.

<Note>
  Changes to master data, such as new tenants or bank details, continue to be entered in ImmoTop. mory picks them up at the next synchronisation. The workflow checklists remind you of this step (for example "Enter data in ImmoTop").
</Note>

## Casavi import

The following is taken over from Casavi:

* **Tickets**: all tickets from the year 2026 plus all open cases, even if they are older. They appear in mory as tasks with the source "External - no agent". mory does not process these tasks automatically; you work through the checklist yourself and use the sidebar as usual.
* **Documents** assigned to a property or unit, visible in **Datenbank** (Documents) and in the document tabs of the respective entries.
* **List exports** as a basis for the master data import (for example net rents and other unit fields).

<Tip>
  Closed Casavi tickets from earlier years are not available in mory. If you need an older, already completed ticket, refer to the Casavi archive.
</Tip>

## Documents from ELO

Documents from ELO are transferred to mory through automatic document processing. mory reads the content with text recognition, determines the document type and assigns the document to the matching property, unit, equipment or task. The documents then appear in **Datenbank** (Documents).

## Duplicate and assignment rules

These rules apply to every import:

| Rule                               | Effect                                                                                                         |
| ---------------------------------- | -------------------------------------------------------------------------------------------------------------- |
| Unique identifier first            | Entries with the same identifier from the source system are updated, not created again                         |
| Duplicate detection for contacts   | The same email address, or the same name with address, leads to a merge suggestion under **Personen** (People) |
| Assignment by address              | Properties and units are recognised by address and unit label                                                  |
| Duplicate protection for equipment | The same equipment at the same location is not created twice                                                   |

<Tip>
  After an import, review the duplicate suggestions under **Bewirtschaftung › Personen** (Management › People) and merge duplicate contacts.
</Tip>

## Related pages

* [Organisations & users](/en/admin/organizations-users)
* [Configuring workflows](/en/admin/workflow-configuration)
* [Accounts, WhatsApp & agent](/en/admin/connected-accounts)