Export a list to a CSV and skip trace

Learn how to quickly export a list to a CSV and easily skip trace using a third party

Written by Natalie Bernacchi

Updated over a week ago

In this video tutorial, we show you how to:

1. Create a list of properties / people in Privy

2. Export a list to a .CSV file

3. Understand what data is exported

4. Set up the file to import into a skip tracing service (Lead Sherpa)

5. Import a file into Lead Sherpa and normalize the data

6. How to export the skip traced file

7. Understand what data is exported from a skip traced file