To help you get the necessary landlord and property data to import into Fixflo, we have created the following guide to assist you in exporting your landlord, property, occupier mobile and contractor data.
Exporting your Landlords and Properties, and Occupier mobile numbers
Within CFPWinman, go to Reporting > General at the top left of your system:
Select the report type Custom:
This will then 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:
- Property Postcode
- Property Status
- Landlord's Salutation
- Landlord's Name
- Landlord's Email Address
- Tenant's Mobile Number (if you plan to sent promotional texts to your tenants)
Make sure the report orientation is in Landscape, and then click Export to Excel.
Save the file on your computer. 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 (don't worry about the warning regarding format). Import the data into your Fixflo system - instructions on this can be found here.
Exporting your Contractor Data
Go to Reporting > General in the top left of your CFP system: