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How can I export my data?
How can I export my data?
Updated over a week ago

We've made it easy to export your leads. Here's what you need to do:

Desktop

  1. Log in to your account on the DealMachine website.

  2. Go to the Leads tab.

  3. Select the leads you want to export.

  4. Click Lead Actions.

  5. Click Export Leads.

  6. Choose between Properties or Contacts.
    ​
    ​What's the difference?
    ​
    Exporting Properties will let you download all of the lead properties which include all the data points about the leads, the property tags, lead status, the date when the property was added, the lead source, the lead owner, and times mailed. It will also include the owner's information and their contact information.


    On the other hand, exporting Contacts will only let you download all the necessary details about the people associated with the property. Data points include the names, phone numbers, email addresses, mailing address, occupation, and education.
    ​

  7. Type in the email address where you would like to receive the file and click Submit Export.

Mobile

  1. Open the DealMachine app and log in to your account.

  2. Tap Leads at the bottom of the screen.

  3. Tap Select.

  4. Select the leads you want to export.

  5. Tap the Lead Actions button.

  6. Scroll down and tap Export Leads.

  7. Choose between Properties or Contacts.

  8. Confirm the email address where you would like to receive the file and click Submit Export.

We would then send you an email with a link to download the CSV file of your exported leads.



Do you need to wait for the email?

No. You can download the file from your dashboard.

After exporting your leads, click the DealMachine icon on the upper left corner of the screen (tap More and tap Dashboard if you are on mobile). Then, click the πŸ”” icon on the right side of your screen. Under the activity section, you should now see that you just exported your leads and an option to download the file.

I do not have an export option.

You need to be a team owner or have export permissions turned on by a team admin to see this option.


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