Productivity & AI

Export Hub

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.

Export DataContactsv1.1.0Enquiries / Leadsv1.1.0Residential Listingsv1.1.0Download CSVDownloading...DownloadedAll exports are scoped to your workspace.Audit entryRow count, filename, IP address
How it works

Four steps, not forty.

Export DataDownload workspace data as CSV files. All exports are scoped to your workspace.Export DataContactsv1.1.0Enquiries / Leadsv1.1.0Residential Listingsv1.1.0Download CSVDownloading...DownloadedAll exports are scoped to your workspace.Audit entryRow count, filename, IP address
  1. 1

    Open your workspace

    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.

  2. 2

    Pick a dataset

    Each card names what it holds, from Contacts and Enquiries / Leads to Residential Listings and Residential Image Metadata, and carries its own version number.

  3. 3

    Download the CSV

    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.

  4. 4

    Every download is logged

    Opening the hub and each download write an audit entry carrying the export key, version, row count, filename, IP address and user agent.

Why it matters

Built for the way South African agents actually work.

Export DataWorkspace admins only.Contactsv1.1.0Audit entryRow count, filename, IP address

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.

Export DataAgents / Usersv1.1.0Contactsv1.1.0Notesv1.2.0Appointmentsv1.0.0

Eleven datasets, each versioned

Agents / Users, Contacts, Properties, Residential Listings, Residential Image Metadata, Enquiries / Leads, Tasks, Notes, Emails, Appointments and Documents (Metadata), each carrying its own schema version.

Export DataContactsv1.1.0DownloadedAll exports are scoped to your workspace.

No data prison

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.

Questions

About Export Hub.

What can I export?

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.

Can I give someone else access?

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.

Can I choose which records go out?

Not yet. Each dataset exports in full for your workspace. Filtering to a subset of records happens after the download, in your spreadsheet.

Ready to try Export Hub?

Start with 30 days free and 5 property reports. No card required.