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How to export your leads and skip trace results

Every list you build in The Invest Nest can be exported as a CSV file. Exports include all the property data you've collected, including any skip trace ...

Written by The Invest Nest Team

How to export your leads and skip trace results

Every list you build in The Invest Nest can be exported as a CSV file. Exports include all the property data you've collected, including any skip trace results you've already run. This article shows you how to export and what's included in the file.

How to export a list

  1. From the left sidebar, click Lists

  2. Find the list you want to export

  3. Click the three-dot menu on the right side of the list card

  4. Select Export

  5. Confirm when prompted

The CSV file will download automatically through your browser. Look for it in your Downloads folder.

You can also export from inside a list. Open any list and click the Export List button at the top of the table.

File naming

Exported files are named using this pattern:

Investnest_[List_Name]_[Date].csv

For example: Investnest_New_test_list_for_demo_2026-04-14.csv

The list name keeps your spaces as underscores. The date is the day you ran the export.

What's included in the export

Your CSV will contain every column you can see in the list view, including:

  • Property address

  • Owner name (after skip trace)

  • Phone numbers (after skip trace, with mobile or landline tags)

  • Email addresses (after skip trace)

  • Status chip (Not Contacted, Contacted Attempted, Contacted, Not Interested)

  • Notes you've added

  • Last updated date

  • Property details like estimated value, equity, year built, square footage, owner type, mortgage info, and more

If a property hasn't been skip traced yet, the contact fields will be blank for that row. Skip trace properties before exporting if you want their contact info included.

What you can do with the CSV

The exported file works in any spreadsheet tool (Excel, Google Sheets, Numbers) and can be uploaded into: - Direct mail platforms - SMS or cold-call dialers - CRMs like Podio, REsimpli, or HubSpot - Email marketing tools (for property owners with verified email addresses)

A few things to know

  • Exports use your current data snapshot. If you skip trace more properties after exporting, you'll need to export again to capture the new data

  • There's no row limit on exports. Lists with thousands of properties export in a single file

  • Skip trace counts toward your monthly limit. Exporting doesn't use additional skip traces, but the data has to already be in the list

Re-importing an exported file

If you export a list and want to bring it back in (or share it with a teammate to import on their account), you can use the Import List feature. Just keep in mind that property addresses go through our matching system on import, so some addresses may need manual correction if formatting differs.

Need more help? Email info@theinvestnest.com or use the chat bubble in the bottom-right of any page.

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