Exporting/Integrating Contacts

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Eileen Taggart

Requester

Hi. I know this has been said before, but I find it absolutely mindblowing that we can't export our contacts or integrate them with Gmail or any other service.

Our business is based on contact information. It is the essence of keeping up with escrows, staying in touch with past clients, etc.

Please please please make this a priority.
Thank you

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Ruth!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. I have documented your request for our Product Team to review. The more up-votes we get on this request will help with priority. We will be sure to provide an update, once it is available!

Thanks again and have a great day!

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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 then edit the export to use for something as simple as mailing labels or more complex like edit the file to import into their Google Contacts or a CRM. Something for 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 in 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 Tiffany Lancaster

Requester

Please connect to the Zapier platform and we can set up automations to upload and export our soi and contact book ourselves.

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SkySlope Support posted about 1 month ago Admin

Created By Eileen Taggart

Requester

Thank you for asking.
At the very least we need to be able to export to excel so that we can then use the contacts in various ways.
In 2022 when we are all paperless, exporting contacts to various platforms is not only essential but mandatory. our contacts are the basis of our business and we have to input them into skyslope so again, it is mandatory that they can be used in all other ways.
So the answer is yes to all of the above, but at the very least to excel to start.
Thank you

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Laine!

Thank you so much for reaching out! Similar to Kylee's questions to CJ above, how would you expect to use this feature? Would it be to Gmail, CRM, Excel, etc? Your reply is very helpful to our team.

Thanks again and looking forward to your reply!

Charleigh, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By Laine Bowling

Requester

Is this STILL not an option to export client contact info? I cannot imagine why this isn't available yet. Thanks.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi CJ!

Kylee from the Product team here at SkySlope. Thank you for reaching out! Our team is continuing to explore options for contact export. Could you tell me a bit more about how you'd utilize this feature (Gmail, CRM, Excel, etc)?

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SkySlope Support posted about 1 month ago Admin

Created By CJ King

Requester

Can you let me know if there's been an update on this?

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SkySlope Support posted about 1 month ago Admin

Created By Kate Dahl

Requester

Absolutely. In my case, this is especially for ease of setting up new contracts. It's time consuming and a hassle to be manually re-entering every new client's contact info here. It would be great if it could sync with Google contacts, or even ZipForms (which syncs with Google) or via Zapier.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Eileen,

My name is Gabby and I am part of our Product Team here. Thank you for your suggestion. We have been monitoring our Feature Suggestion Page for feedback similar to yours and will continue to monitor this post for up-votes and comments. We understand your request and how important it is to maintain your contacts. We appreciate you taking the time to provide us with your feedback.

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