A saved sheet is a design with placeholders. Matching data is where you choose which listings and which agent fill them. Studio takes the name, price, size, bedrooms, address and more from the listing record, and the licence, phone and email from the agent’s profile. Nothing is retyped.
Before you start
- A saved sales sheet. See Create a sales sheet from a template.
- Listings with the fields the sheet shows. An empty field on the listing leaves an empty slot on the sheet.
Open Match Data & Export
- Open Studio and click the sheet.
- In the header, click Match Data & Export.
Choose the listings and the agent
The Match Data & Export page shows Data Source on the left and a Live Preview of the finished sheet on the right.
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Under Select listing(s), open each slot and choose a listing.
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Under Select agent, check the agent. It defaults to you. Team leads and admins can pick another agent.
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Check the preview. It re-renders with every placeholder replaced.
| Source | What Studio fills in |
|---|---|
| Listing | Name, full address, price, reference, type, yield, beds, baths, car park, management fee, rates per month, built-up area, price per sq ft, landlord name and phone |
| Agent | Full name, job title, EA licence, email, phone |
Export
- Click Download & Print.
- The PDF downloads straight away, named after the sheet.
Where it shows up
The listings and agent stay on the sheet. In the Studio list, Related Listing now shows their listing IDs, and you can export again at any time without matching again. To use the same design for another listing, see Duplicate and reuse a sheet.
