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