Exporting Transactions and Contacts in csv

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Danielle Buckingham

Requester

As an admin who does reporting, it'd be great to export data from all closed transactions for reporting and stat work.

We are also looking to mass download the contacts, but there is no contact database. This will now have to be extracted one by one while we merge onto another skyslope account...

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SkySlope Support posted about 1 month ago Admin

Created By Phuong Yen Ma

Requester

Hello! I'm looking to export file data to excel so I can do send that data to other places to track my transactions. Is there any progress on this feature to be able to export data to excel/csv? Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Danielle Buckingham

Requester

Hi there Kallie,

Thanks for reaching out!

I imagine exporting data would be best from the "manage transactions" page to grab the company's transactions information, not on each individual file
If I understand correctly for the contact database, I believe that could work.

Ta- ta for now!

Danielle

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Danielle!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:

Would it be helpful to have the option to export data from the file in the log tab of each transaction?
For the contact database - would you like the option to download contacts by selecting all boxes in a list view and having an export tool?

Thanks again and have a great day!

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