How to export your Landlords and Properties +tenant mobile numbers

Go to ‘Reporting’ → ‘General’ in the top left of your CFP system.

Select the report type ‘Custom’.

 

Click ‘Finished’ 

This should open the ‘Custom Report Generator’ in a separate window.

Click on the second tab entitled ‘Create Reports’.

 

Apply the following filter fields in the exact order listed: 

  • PropertyAddressLine1
  • PropertyAddressLine2
  • PropertyAddressLine3
  • Property Postcode
  • Property Status 
  • Landlord’s Salutation 
  • Landlords’ Name 
  • Landlord’s E-mail address 
  • Tenant’s Mobile Telephone Number (if you plan to send promotional texts to your tenants)

Make sure the report orientation is in ‘Landscape’ and then click ‘Export to Excel’.

 

You will be asked if you are sure you wish to proceed, you are indeed sure- click ‘Yes’. 

Save the file somewhere you will remember on your PC. 

Go to the file location and open it with a spreadsheet editor such as Excel/Google Sheets. 

Filter the data and ensure to filter the status by ‘Managed’ properties only.

 

Save the CSV (ignore the warning about format)

Import this data into Fixflo - instructions in guide here.

How to export your contractor data

Go to ‘Reporting’ → ‘General’ in the top left of your CFP system.

Select the report type ‘Custom’ 

Click ‘Finished’ 

This should open the ‘Custom Report Generator’ in a separate window.

Click on the second tab entitled ‘Create Reports’.

 

Apply the following filter fields in the exact order listed: 

  • Contractor’s Salutation 
  • Contractor’s Company Name 
  • Contractor’s Email Address
  • Contractor’s Work Telephone Number 
  • Contractor’s Mobile Telephone Number

***If you are doing this after extracting your landlord and property data, simply click on ‘Undo Field’ to get rid of previous filter fields. 

Make sure the report orientation is in ‘Landscape’ and then click ‘Export to Excel’.

You will be asked if you are sure you wish to proceed, you are indeed sure- click ‘Yes’ 

Save the file somewhere you will remember on your PC. 

Import this data into Fixflo - instructions in guide here.