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Export cSV file

Write a checked set of records to a CSV file for delivery or review.

Import JSON Into Spreadsheet

Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.

Works with8 tools
Export Roster to CSV

You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.

Works with5 tools
Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
Export Partner Tracker

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Export Close Transactions

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 tools
Enrich LinkedIn Prospects

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Export Case CSV

Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.

Works with
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