Learn how to export property and contact records in Invelo.
Exporting your records from Invelo is a straightforward process that allows you to download your prospects, leads, or deals for easy access and further analysis. In this article, we'll walk you through the steps to efficiently export your data, ensuring you have the information you need at your fingertips. Whether you're managing a large database or just a few records, this guide will help you streamline your workflow and keep your property management tasks organized.
- Exporting leads can only be done on Paid plans. You can upgrade here.
- The monthly export quota varies across different plans.
- Biggerpockets Pro Free plan: No export quota
- Starter plan: 5,000
- Growth plan: 50,000
- Professional plan: 100,000
- In the Leads and Deals pipeline, you would need to switch over to List view to export records. You will not be able to export in the Card View.
Export your records
- Open your Prospects, Leads, Deals, or Contacts page. Choose the records you would like to export. You may Select All, Select Visible to choose the first 25 records, or manually select the record by clicking the checkbox.
In case you're on Leads or Deals, make sure that you switch to List view. - Once you have selected the records you would like to export, click on More at the top of the page and select Export from the dropdown list.
- Choose if you would like to Include only the columns within the current view or Include all columns (multiple contacts, emails and mailing addresses assoicated with these properties) for export.
- Optional: If you want to export more information, customize your column view to include the data in your export when selecting the "Include all columns" option.
- Afterwards, click on More on the left-hand menu bar. Select Exports from the list.
- Click the download button to the left of the export name to download the file.