Summary
The standard data export provides a core set of CRM data in CSV format, allowing you to access essential records for reporting, analysis, or migration.
This article covers:
About standard data export
The standard data export includes a set of essential CRM data files provided in CSV format.
This export is typically used for:
- Accessing core CRM data
- Basic reporting and analysis
- Preparing data for migration
The standard export contains key datasets related to contacts, properties, and activities.
The cost for a standard extract is $300 + GST per extract.
Included files in standard export
The following files are included in the standard export:
- Appraisals
- Consultants
- Contacts
- Contact Activities
- Contact Activity Types
- Contact Categories
- Contact Category Types
- Contact History Notes
- Contact Partnerships
- Partnership Types
- Properties
- Property Types
- Property Categories
- Listings
- Sales Vouchers
- Tasks
Note: Neither the Standard or Advanced Data Extract includes any documents that have been uploaded into the system as they can not be inserted into CSV files. This includes Property Photos, Agency Agreements, Statements Of Information, Contracts of Sale and Section 32’s, etc. You will need to manually import these into your new CRM once the data migration has been completed.