Automatic CSV Export for Real Estate Agents
Experience seamless access to your data as a real estate agent, facilitating tasks like data control, backup, and archiving.
The Smart Solution for Data Export
Data, data, data – the most important resource for a real estate agent. Ready to get even more out of your data? Prepare your data for other applications. With the automatic CSV export from onOffice enterprise, you can aggregate data from multiple sources and analyze it with various tools. Use this feature for data backup or archiving completed transactions. Get to know your data even better and succeed in real estate.
Benefits of Automatic CSV Export
Prepare, analyze, and perform: With the automatic CSV export, turn your data into knowledge.
Large Data Sets
Combine different data sources into one dataset. The automatic CSV export facilitates cross-platform processing – even with large amounts of data!
Stay Flexible
You decide which data to export and how often. Narrow down your data and create export profiles. Do you want to export weekly or monthly?
Automatic Data Backup
Stay safe with backups! The system automatically secures your data at regular intervals. Create backups and view the documentation of your export history.
High Compatibility
Planning to export your data from Excel, Google Spreadsheets, or Business Intelligence tools? Opting for the CSV format ensures compatibility with numerous programs, as it stores tables in a text-based format.
These Are the Benefits
Export Profiles for Optimal Planning
Define which fields of your data records are exported via export profiles. You can choose from all export profiles in the data export. Configure individual areas (contacts, properties, etc.) for each export profile.
How’s the Export Going?
Everything is fully documented, and you have access to a list of exports from the last 90 days. You can see if the export was successful by the green circle. The magnifying glass icon shows you detailed information.
Data You Can Export
You have the option to export various types of data, such as contacts, properties, activities, tasks, projects, appointments, or agent log entries. For each area, you can create export profiles to streamline the process.
Which Versions Does It Come With?
The automatic CSV export feature of onOffice enterprise is included in the following versions:
- onOffice enterprise premium
- onOffice enterprise expert
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What Our Customers Say
At von Poll Immobilien, we use the automatic CSV export for our phone system and to maintain our newsletter system. The automatic CSV export helps us reconcile our newsletter blacklist. We export all contacts with the ‘Newsletter’ field. If a customer subscribes or unsubscribes from the newsletter, we can query this information with the export and transfer it to our external newsletter system. This ensures that the correct contacts receive a newsletter with minimal effort. We have a telephone center for all of Germany, yet we can always greet customers by name and correctly assign them, which positively impacts customer satisfaction. This is of particular importance to us.
Gabor Török, von Poll Immobilien GmbH, Frankfurt am Main
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