Please ensure that you have downloaded, exported, and saved any information, data and documents that you wish to keep, before December 12, 2025.
Export Transactions
1 – Go to Office Admin / Utilities / Import-Export, then select “Export Data”
2 – Select “Transactions”, then click “Select Data Type”
3 – Check box next to “First Row Header”
4 – Check all boxes in the following sections
- Checklist Documents
- Income (revenue)
- Expenses (accounts payable)
- Invoices (accounts receivable)
- Escrow Funds
5 – In Transaction Advanced Search, you only need to check box in front of “Status” AND select “Open” in drop menu
6 – Click “Export Now”, then save file to your computer
REPEAT Steps 3 thru 6 for each “Status”, in Transaction Advanced Search. I.E., check box in front of “Status” and select “Closed” in drop menu.
Export Listings, Buyers
1 – Go to Office Admin / Utilities / Import-Export, then select “Export Data”
2 – Select “Listings” or “Buyers”, then click “Select Data Type”
3 – Check box next to “First Row Header”
4 – In Transaction Advanced Search, you only need to check box in front of “Status” AND select “Open” in drop menu
5 – Click “Export Now”, then save file to your computer
REPEAT Steps 3 thru 5 for each “Status”, in Transaction Advanced Search. I.E., check box in front of “Status” and select “Closed” in drop menu.
Export Prospects
1 – Go to Office Admin / Utilities / Import-Export, then select “Export Data”
2 – Select “Prospects”, then click “Select Data Type”
3 – Check box next to “First Row Header”; select “Prospect Type”, then click “Export Now”
4 – Save file to computer
REPEAT Steps 3 and 4 for each Prospect Type
Export Contacts
1 – Go to Office Admin / Utilities / Import-Export, then select “Export Data”
2 – Select “Contacts”, then click “Select Data Type”
3 – Check box next to “First Row Header”; then click “Export Now”
4 – Save file to computer
Export Agents
1 – Go to Office Admin / Utilities / Import-Export, then select “Export Data”
2 – Select “Agents”, then click “Select Data Type”
3 – Check box next to “First Row Header”; then click “Export Now”
4 – Save file to computer