A saved sheet is a design full of placeholders. Matching data is where you tell it whose details go in: the listings and the agent. Studio then pulls the listing details from the listing record and the agent’s details from their profile, so nothing has to be typed twice.
Walkthrough video to followAbout 40 seconds on screen, opening Match Data & Export, choosing two listings and an agent, and downloading the PDF.
What you need first
- A saved sales sheet. See making a sales sheet from a template.
Open Match Data & Export
- Open the sheet from Studio.
- Choose Match Data & Export, at the top of the editor.
Pick the listings and the agent
The page has two parts: Data Source, where you make your choices, and Live Preview, which shows the sheet as it will print.
- Under Select Listing(s), choose a listing for each slot.
- Under Select Agent, check who the sheet presents. If you’re an agent, it’s you. A Team Lead or Super Admin can choose someone else.
- Look over the preview. Every placeholder now shows real data.
| Taken from | What fills the sheet |
|---|---|
| The listing | Its name, type, reference and full address; the price, price per sq ft, yield, management fee and monthly rates; bedrooms, bathrooms, car parking and built-up area; the landlord’s name and phone number |
| The agent | Name, job title, phone, email and EA licence number |
Download the PDF
- Click Download & Print.
- The PDF downloads at once, named after the sheet.
Afterwards
The listings and the agent stay matched to the sheet. In the Studio list, the Related Listing column now shows those listings, and you can export again whenever you like without matching from scratch. To reuse the design for a different listing, see copying a sheet.
