Exporting data from your account

You can export data from multiple parts of your account to a spreadsheet. If you need to move data to other systems we also have APIs available (subject to plan).

Open your quote or job table.

Click “Export quote”.

Select a date range – this will export all records with a created date in the date range. A maximum of any 12-month period can be selected.

Select the data points you want to export (the pop-up will remember your previous selection for ease of exporting each time).

Press the “Export” button and a pop-up will appear showing export progress. You will be sent an email with a download link when the export is ready.

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Field glossary

SurveyID – the Survey Booker job ID

Customer ID – ID number of the contact record associated with the job to link with contact table exports

Property ID – ID number of the property record associated with the job to link with property table exports

Ref – your custom reference

Customer Email Address – email address of the customer

Name – name of the customer

Address – job address

Services – the type of service on the exported job

Stage – the current stage of the job being exported

Quote excl VAT – the survey quote excluding VAT

Quote inc VAT – the survey quote including VAT

Paid – amount paid on the job

Paid On – date of payment on the job

Assigned User – users assigned to the job

Source – the source assigned to the job (group level name for referrers)

Called – contacted field value set

Other – status of the “other” column on the quotes table

Next Deadline – the next deadline on the job (task date, appointment date, report due date, report review date, whichever is soonest)

CreatedAt – created date of the quote / survey

Accepted Date – the date the job was accepted on

Booked On – the date the appointment date was set

Inspection Date – the appointment date

Inspected On – the date you confirmed the appointment went ahead

Report Date – the report due date

Report Uploaded – the actual date the most recent report was uploaded

eTerm Document Link – link to the terms document

eTerm Logs Link – link to the terms log document

Report Document – link to the uploaded report

Access Through – type of access contact on the job (customer, agent, vendor, other)

Access Name – name of the access contact

Access Number – phone number of the access contact

Access Email – email address of the access contact

Access Address – address of the access contact

Quote Confirmed – shows the quote status and if it has been confirmed or needs to be confirmed to the customer

Bespoke – if the quote was a manual quote or instantly quoted

Lead rank – the rank of the lead (1 for direct leads or shows where you ranked from lead generation sites)

Terms Requested – date the customer requested terms to be sent / booked on the portal

Terms Submitted – the date the terms were sent to the customer to sign

Terms Completed – the date the terms were completed by the customer

Enquiry method – enquiry method shown on the job (quote form, API)

Marketing Source – the marketing source selected on your quote form or set by you to see where your direct leads have come from

Introducer Branch – branch name if the lead is via a referral partner

Introducer Contact – contact level record name if lead is via a contact level referrer

Referral Partner Account Manager – your internal account manager for that referral partner

Introduced By – the person who referred the referral partner to you

Referral Fee (inc VAT) – the amount of the referral fee including VAT (if applicable)

Referral Fee (excl VAT) – the amount of the referral fee excluding VAT (if applicable)

Referral fee paid – the date the referral fee was paid to your referrer

Dynamic question – custom fields on the job record that have been set up (field name and answer)

Survey Notes – any notes added to the job under the notes tab

Open your Contacts table.

Click “Export all contacts”.

Select a date range – this will export all records with a created date in the date range. A maximum of any 12-month period can be selected.

Press the “Export” button and a pop-up will appear showing export progress. You will be sent an email with a download link when the export is ready.

Field glossary:

Customer ID – the ID number of the customer to match with other exports

Name – the name of the customer

Number – the phone number of the customer

Company – the company record that the contact/customer is assigned to

Email – the email address of the customer

Contact Owner – the team member who is assigned to the contact record as the contact record

Open your Properties table.

Click “Export all properties”.

Select a date range – this will export all records with a created date in the date range. A maximum of any 12-month period can be selected.

Press the “Export” button and a pop-up will appear showing export progress. You will be sent an email with a download link when the export is ready.

Open your Companies table.

Click “Export all companies”.

Enter a date range – a maximum of any 12-month period can be selected. The data included is based on records created in the date range selected.

Press the “Export” button and a pop-up will appear showing export progress. You will be sent an email with a download link when the export is ready.

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Export all referrers

Open your Referral Partners table.

Click “Export all referral partners”.

This will start an export of all partners in the table based on the table filters applied.

If the export is too large you will see an error. Please filter the data by created date, status or any other metric to export in smaller amounts if required. There is no 12-month date range restriction like on other tabs.

Press the “Export” button and a pop-up will appear showing export progress. You will be sent an email with a download link when the export is ready.

Click to enlarge

Export all data related to a group

Open your Referral Partners table and open the referral group you want to export data for.

Open the “Branch” tab and click “Export”.

This will start an export of all partners in the branch table (including the main group record) based on the table filters applied.

If the export is too large you will see an error. Please filter the data by created date, status or any other metric to export in smaller amounts if required.

A spreadsheet will export to your downloads folder.

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Field glossary

ReferralPartnerID – ID number of the referrer to link with other exports

Name – contact name on the referrer record

Email – email address on the referrer record

Group – name of the group

Branch – name of the branch (if a branch level record)

Contact – name of the contact (if a contact level record)

Introduced by – who introduced the referrer to you

Number – phone number of the referrer

Account manager – user assigned as the account manager for that referrer

Industry – the industry the referrer is in (e.g. Agent, Broker etc)

Status – the referrer status (Prospect, Active etc)

Next Deadline – the next task deadline on that referrer record

Last Lead Submitted – the last lead received from that referrer

Last Activity – the last activity on the referrer record (e.g. change of details, note added etc)

Last Lead Completed – the most recent date where a job was completed on a lead from that referrer

Created At – the date the referrer was created