Admin only, fully audited
Both the client and the API check the workspace admin list before anything loads, and each hub view and download writes an audit entry with the row count, filename, IP address and user agent.
Every dataset in your workspace, downloadable as CSV, on the record.
Your data should never be held hostage by your CRM. Any workspace admin can open the Export Data tab and pull eleven datasets down as CSV, from contacts and leads to listings and image metadata. Every view and every download is written to an audit trail.
The Export Hub sits on the workspace as an Export Data tab. Only users on the workspace admin list see it, and the API refuses everyone else.
Each card names what it holds, from Contacts and Enquiries / Leads to Residential Listings and Residential Image Metadata, and carries its own version number.
Hit Download CSV and the API streams the rows straight into the download, scoped to your workspace and written with a UTF-8 byte order mark on the front.
Opening the hub and each download write an audit entry carrying the export key, version, row count, filename, IP address and user agent.
Both the client and the API check the workspace admin list before anything loads, and each hub view and download writes an audit entry with the row count, filename, IP address and user agent.
Agents / Users, Contacts, Properties, Residential Listings, Residential Image Metadata, Enquiries / Leads, Tasks, Notes, Emails, Appointments and Documents (Metadata), each carrying its own schema version.
Rows stream straight out as CSV scoped to your workspace, with a UTF-8 byte order mark so accented names and the Rand symbol survive the trip into a spreadsheet.
Agents / Users, Contacts, Properties, Residential Listings, Residential Image Metadata, Enquiries / Leads, Tasks, Notes, Emails, Appointments and Documents (Metadata). Document metadata means names, types and dates, not the file contents.
An admin can mint an export access link with an optional expiry. Whoever opens it must still sign in and still be an admin of that same workspace, so it is not a way to share data outside the agency.
Not yet. Each dataset exports in full for your workspace. Filtering to a subset of records happens after the download, in your spreadsheet.
Start with 30 days free and 5 property reports. No card required.