How to export data (i.e properties, landlords, occupiers and contractors) from your SME software.

A. Exporting your list of contractors


1. Go to 'Contractors' on your SME system, and select 'View contractors'.

2. Once you are in the 'View contractors' page, you will need to change the 'Filter by service' to 'All',  and the 'Filter by status' to 'View current contractors'.

*Note that you will need to click the 'CSV'  button in order to export the contractor's data.

3. You can now upload the data file onto your Fixflo system - please click here to see instructions.


B. Exporting your list of properties


1. Go to 'Properties' on your SME system, and select 'View Properties'.

2. In the 'View properties' page, please click the 'Advanced search' button and select 'Managed Let' under 'Type'.

3. Once you've applied the above-mentioned filter, please click the 'CSV'  button in order to export the data.

*Note that we will use the 'ID' as a common reference, in order to match both properties and landlords. 

4. You can now upload the data file onto your Fixflo system - please click here to see instructions.

C. Exporting your list of landlords


1. Go to 'Owners' on your SME system, and select 'View owners/landlords'.


 2. Once you are in the 'View owners/landlords' page, you will need to change the 'View' filter to 'All current'.

*Note that you will need to click the 'CSV'  button in order to export the contractor's data.


3. You can now upload the data file onto your Fixflo system - please click here to see instructions.

D. Exporting your list of occupiers


1. Go to 'Tenants' on your SME system, and select 'View tenants'.

2. Once you are in the 'View tenants' page, you will need to change the 'View' filter to 'All current'.

*Note that you will need to click the 'CSV'  button in order to export the contractor's data.

3. You can now upload the data file onto your Fixflo system - please click here to see instructions.