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:

Click Finished.

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:

  • PropertyAddressLine1
  • PropertyAddressLine2
  • PropertyAddressLine3
  • 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:

Select the report type Custom:

Click Finished. This will 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

Please note - 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 Landscape and then click Export to Excel:


You are finally ready to import this data into your Fixflo account! Please check out our guide here on how to do this.