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Export your records

How to download your prospects, leads, or deals from 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.
    • Free plan: No export quota
    • Biggerpockets Pro Free plan: No export quota
    • Starter plan: 5,000
    • Growth plan: 50,000
    • Professional plan: Unlimited
  • To export, you must be in List View. You cannot use Card View to export leads. 


Export your records

  1. Open your properties, leads, or deals page. Click the checkbox for the individual records you want to export, or click the arrow at the top checkbox to select all records.

    Screenshot 2024-08-29 at 11.29.36 AM
  2. If you're not using the 'Select All' arrow, you may include more records in your results by clicking the dropdown for the number of records below your results and changing it to a higher number.

    Screenshot 2024-08-29 at 11.35.49 AM
  3. Click Manage and select Export.

    Screenshot 2024-08-29 at 1.11.33 PM
  4. Name your export if desired. Then click Confirm.

    Screenshot 2024-08-29 at 1.15.25 PM


Once your export is complete, you’ll see a notification on the alerts icon.

See your exported lists and history

  1. Click the Automations tab on the top part of your Invelo page. From the dropdown list, choose Exports. 

    Screenshot 2024-08-29 at 1.22.43 PM
     
     
  2. Download the export by clicking the checkbox to the left of the export name.

    Screenshot 2024-08-29 at 2.40.08 PM
  3. Click Download in the bottom right corner.

    Screenshot 2024-08-29 at 2.40.08 PM copy


*The exported file will also be
sent via email from Invelo.

 

The fields included in an Invelo export are listed below. Any information not mentioned in this list will not be part of the export.

  • APN

  • Assessed Total Value

  • Bathrooms

  • Bedrooms

  • Estimated Equity (%)

  • Estimated Equity ($)

  • Estimated Value

  • Last Sale Date

  • Last Sale Price

  • Living Area (SqFt)

  • Lot Area (SqFt)

  • Owner Occupied Status

  • Property Address, City, State & Zip Code
  • County
  • Property Type

  • Vacant

  • Year Built

  • Record Stage

  • Stage Status

  • List Count

  • Lists

  • Record Quality

  • Tag Count

  • Tags

  • Motivation

  • Deal Type

  • Exported Date

  • Created Date

  • Custom Fields

  • Current Marketing Campaign

  • Last Contacted Date

  • Last Property Address Skip Traced Date

  • Primary Contact Full Name

  • Primary Contact First Name

  • Primary Contact Last Name

  • Primary Contact Litigator

  • Primary Contact Type

  • Primary Contact Mailing Address, City, State & Zip Code

  • Primary Contact Primary Phone Number

  • Primary Contact Primary Phone Type

  • Primary Contact Primary DNC

  • Primary Contact Phone 2 Number

  • Primary Contact Phone 2 Type

  • Primary Contact Phone 2 DNC

  • Primary Contact Phone 3 Number

  • Primary Contact Phone 3 Type

  • Primary Contact Phone 3 DNC

  • Primary Contact Phone 4 Number

  • Primary Contact Phone 4 Type

  • Primary Contact Phone 4 DNC

  • Primary Contact Phone 5 Number

  • Primary Contact Phone 5 Type

  • Primary Contact Phone 5 DNC

  • Primary Contact Phone 6 Number

  • Primary Contact Phone 6 Type

  • Primary Contact Phone 6 DNC

  • Primary Contact Phone 7 Number

  • Primary Contact Phone 7 Type

  • Primary Contact Phone 7 DNC

  • Primary Contact Email

  • Primary Contact Email 2

  • Primary Contact Email 3

  • Primary Contact Email 4

  • Primary Contact Email Address Status

  • Primary Contact Last Skip Traced

  • Contact 2 Full Name

  • Contact 2 Frist Name

  • Contact 2 Last Name

  • Contact 2 Litigator

  • Contact 2 Type

  • Contact 2 Primary Mailing Address, City, State & Zip Code

  • Contact 2 Primary Phone Number

  • Contact 2 Primary Phone Type

  • Contact 2 Primary DNC

  • Contact 2 Phone 2 Number

  • Contact 2 Phone 2 Type

  • Contact 2 Phone 2 DNC

  • Contact 2 Phone 3 Number

  • Contact 2 Phone 3 Type

  • Contact 2 Phone 3 DNC

  • Contact 2 Phone 4 Number

  • Contact 2 Phone 4 Type

  • Contact 2 Phone 4 DNC

  • Contact 2 Phone 5 Number

  • Contact 2 Phone 5 Type

  • Contact 2 Phone 5 DNC

  • Contact 2 Phone 6 Number

  • Contact 2 Phone 6 Type

  • Contact 2 Phone 6 DNC

  • Contact 2 Phone 7 Number

  • Contact 2 Phone 7 Type

  • Contact 2 Phone 7 DNC

  • Contact 2 Primary Email

  • Contact 2 Email 2

  • Contact 2 Email 3

  • Contact 2 Email 4

  • Contact Email Address Status

  • Contact 2 Last Skip Traced