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How to Export all selected records
How to Export all selected records

In this video we show you how to simply export all numbers and selected records

Kylie avatar
Written by Kylie
Updated over 2 months ago

In REISift you can export records, but also only specific numbers from those records, In this video we show you how to simply export all numbers and selected records.

The options you choose under the phone type, status, and tag section on export determine which phone numbers are exported.

All selected records will be exported but only the phone numbers that meet the criteria for the options you are selecting will be included in the csv.

This is by design so you can select to include or exclude certain phone types, phone statuses, or phone tags.

Selecting Records to Export

To export records, filter for the records you want to export, then select all records.

After selecting the records, go to Manage -> Export

Important: if you make changes to the same set of records while the export is processing, it can change your filter results and affect the amount of records in the export. Please avoid making changes that will change the filter results until after the export is complete.

Exporting Specific Phone Types, Phone Status and/or Phone Tags

The default options selected when exporting will include only phone numbers with Correct, Wrong, No Answer, Dead, or DNC phone status, shown in the example below.

You can choose which phone statuses you want to export by selecting and de-selecting. Options in dark blue are selected. Options in grey are NOT selected and will not be included in the csv.

If you have not switched over to using phone statuses yet, you can still export by phone tag. Phone tags are located in the Numbers That: section. You can choose to include or exclude specific phone tags.

Exporting ALL Phone Numbers

To export ALL phone numbers, regardless of type, phone status, or phone tag, de-select each option under include numbers by status. Once you've deselected the options, click next.

Exporting Property Notes

To include notes from the property message board, check the Include All Message Board Posts option when exporting. This information will be listed in the Notes column of the exported CSV.

Please Note: Currently, only notes added to the property message board are included in the export. Owner message board notes are NOT included at this time.

Name the File

Next you'll name the file. File names are optional but we recommend naming your file and practicing good naming/organization because it makes it much easier to understand what you were exporting if you need to go back and download files at a later date.

Downloading the File

You can track the status of and download the export from the Activity -> Download section of your account.

Enqueued status means the export is in line to be processed. Processing means the export is processing. Once the status shows as complete, you'll be able to download the file. To download, click download to the right of the file.

The download time depends on how the large the file is and your internet speed.

Fields Included in Export

The following fields are included when exporting your records:

  • First Name

  • Last Name

  • Mailing address

  • Mailing city

  • Mailing state

  • Mailing zip

  • Mailing zip5

  • Mailing county

  • Mailing vacant

  • Property address

  • Property city

  • Property state

  • Property zip

  • Property zip5

  • Property county

  • Property vacant

  • Business Name

  • Status

  • Property Message Board Notes (included if the option is selected when exporting)

  • Lists

  • Tags

  • Email 1-10

  • Phone 1-30

  • Phone Type 1 - 30

  • Phone Status 1 - 30

  • Phone Tags 1 - 30

  • List Stack

  • Bedrooms

  • Bathrooms

  • Sqft

  • Air Conditioner

  • Heating type

  • Storeys

  • Year

  • Above grade

  • Rental value

  • Building use code

  • Neighborhood rating

  • Structure type

  • Number of units

  • APN

  • Parcel id

  • Legal description

  • Lot size

  • Land zoning

  • Tax auction date

  • Total taxes

  • Tax delinquent value

  • Tax delinquent year

  • Year behind on taxes

  • Deed

  • MLS

  • Last sale price

  • Last sold

  • Lien type

  • Lien recording date

  • Personal representative

  • Personal representative phone

  • Probate open date

  • Attorney on file

  • Foreclosure date

  • Bankruptcy recording date

  • Divorce file date

  • Loan to value

  • Open mortgages

  • Mortgage type

  • Owned since

  • Estimated value


Related Trainings
Phone Status Overview


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