Exporting Contacts

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Chris Swift

Requester

It would be really helpful for agents to be able to export their contacts into a spreadsheet.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Kris!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! This is currently on our teams' radar and is planned to be implemented. If you'd like to discuss this further with one of our product managers you can schedule a call here using this link!

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Kris Zweigle

Requester

Still not an Export ability?  Really looking forward to the Chat GPT generic response....

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SkySlope Support posted about 1 month ago Admin

Created By Ruth Johnson

Requester

Hello! I want to add my vote for this feature. At a minimum, offering the ability to export contacts to a CSV file or Excel file and include all fields in the contacts sections. That would allow the user to edit the export to use for something as simple as mailing labels or more complex like editing the file to import into their Google Contacts or a CRM. Something for the future would be to build out a feed that can be used by CRM vendors to import into their system. Adding the transaction information would be too complex, however, the contact information is universal and most CRM vendors are equipped to normalize the data that you provide in a data feed to be able to sync into their platforms. Thank you!!

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SkySlope Support posted about 1 month ago Admin

Created By Michael Barron

Requester

Please tell me that we can export our archived contacts.... We need the addresses of our contacts in the transactions, coe date and emails. Basically options for a CRM. 

Karen Barron 

 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Kevin,

Thanks for taking the time to add your comment to this thread - I can definitely understand the frustration on this! If there are any additional details you are able to provide us on how you would envision this working best for you, or how much time this feature could save you, that's always helpful to our team as we review these requests. Thank you again!

Best,

Kasey, Product Operations 

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SkySlope Support posted about 1 month ago Admin

Created By Kevin Majeski

Requester

Looking for "how to export contacts in Skyslope" in the Support section . . . I guess this is still not possible. Wow. Disappointing.

I hope you're monitoring this post Kasey in Product Operations. 

Thx.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi there,

Thanks for commenting on this post! I certainly understand how having to update your contacts in several places can be overwhelming and inefficient. We are continuing to explore this option and we will closely monitor this post! 

Thank you!

Kasey, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By Dave Wills

Requester

An update on this feature would be greatly appreciated. Contact Management in skyslope is always such a nightmare with contacts duplicating and little to no way to edit existing contacts.

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SkySlope Support posted about 1 month ago Admin

Created By Jaci Tidmarsh

Requester

Thank you. this is still a feature I would greatly appreciate!!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Dana, Jaci and Randall,

Thank you for the additional feedback on contacts and contact management. This is an area we are evaluating for addition to the roadmap. Keep the up-votes and additional comments coming!

-Buck, VP of Product

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SkySlope Support posted about 1 month ago Admin

Created By Randall DeLaMare

Requester

The ability to export seems to be very common with most of the programs I have databases. I am helping another agent with their databases. Most of us have data in several places and trying to update each of them constantly can be overwhelming. Making us all less efficient. I'm sure it is not as easy as we would like to think but it seems to me a company that gathers our database information should be working with us to make some of these types of things available. I can upload my database to your system. the opposite should in my opinion be an important addition to a great platform.

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SkySlope Support posted about 1 month ago Admin

Created By Jaci Tidmarsh

Requester

I would love to be able to export my contacts info from SkySlope to my CRM. We already entered name address email phone number in SkySlope so to save the time from having to enter it in a CRM also would make life so much easier!! 

I the official comment Buck asked how would you expect to use this feature. I add all my clients to Top Producer to be sure I am staying in contact with them. So ti not have to enter all the details again in TP would be great. The top items to export would be name 1, name 2, address, email, phone, close of escrow date. TP has a lot more fields but I think starting with the basics would work. Also if we could just have it export to an excel spreed sheet or CSV file most CRMs have the ability to import from those types of files. Thank you 

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SkySlope Support posted about 1 month ago Admin

Created By Dana Santerre

Requester

I agree. It would be nice so agents could pull their contacts for the year and mail them Christmas cards, etc.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello Chris,

Thank you for taking the time to submit a suggestion! As you mentioned, there isn't an easy option today to export the existing contacts. If we had an export function how would you expect to use that to manage contacts?

I have my assumptions but would like to better understand your expectations. 

 

-Buck, VP of Product at SkySlope

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