Bulk Export Data
Street gives you several ways to email your clients in bulk without leaving Street, including:
Broadcasts - send one email to a large group of contacts at once
Enquiry Centre - email multiple enquiries at once
Applicants table - email selected applicants, or all interested applicants on a property
Properties table - email the owners of multiple properties
Safety Certificates table - email owners about their certificates
Rent Arrears - send arrears reminders to tenants in bulk
If you’d rather manage your contacts outside of Street, for example to use a mail merge service such as Mailchimp, you can also export your data from most tables in Street. This article explains how.
Most data tables in Street have the option to export data however this is permission based to prevent unauthorised exporting of data.
Accessing the 'Export to CSV' Button
Within any area of exporting within Street, a role with the 'Allow this user to export data from Street' permission must be provided to the specific user to allow them to Export to CSV.
This is accessible within the User Management Settings. To get here, on the left of your screen under Admin, head to Settings > Account Administration > User Management.
From here, select the user's account and click onto the 'Manage Roles' tab. Here you need to ensure the user has a role assigned that contains the 'export data' permission.
If you need to check what permissions are in each role, head to settings > account administration > roles & permissions where you can see each role within your system and what permissions are assigned.
Note - You’ll need to be a Company or Branch Admin to set these permissions for other users. If you can’t see the Export to CSV button and don’t have admin access, ask a Company or Branch Admin to add the permission to your role.
Exporting as a CSV File
Most areas within your Street account will give you the facility to Export the data from that area, such as properties, applicants, tenancies etc. If the data can be exported, you will have visibility of that 'export to CSV' button.
Tip! The export includes any filters you’ve applied to the table, so filter the table first if you only want to export certain records.
Note - If you have the export permission enabled but cannot see the 'export to CSV' button, it means this table of data cannot be exported.
Clicking the 'export to CSV' button will then download the data within your browser, exporting the relevant data from that table.
Note - If the table has a lot of rows (usually 1,000 or more), the export will run in the background instead of downloading straight away. You’ll see the message “Exporting data. You will be notified when it’s ready to download.” Once it’s ready, you’ll receive a notification in Street titled “Data Export for [table name] Complete”. Click it to download your export.
If someone’s details have been anonymised in line with your data retention settings, they will appear as “Name anonymised” in the export.
Tip! - The export includes any filters you’ve applied to the table, so filter the table first if you only want to export certain records.
Performing a mail merge
Once you have exported the data, you can run a mail merge to bulk email. Below are a couple of example instructions for how to do this:
If this is something you are struggling with or need further advice on, please speak to the support team via Live Chat who can offer some further assistance!
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!