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Broker Deals CRM
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Monthly Release Notes
What is a scheduled export?
Occupier’s schedule export functionality enables you to export your real estate portfolio data in a csv or excel format in order to upload it to other software platforms or business intelligence tools.
Why did we build this?
We built this feature to reduce manual effort and enable seamless real estate data integration for our customers. Schedule exports empower our customers to integrate their real estate data with third-party platforms.
What does it do?
Scheduled exports are flexible and automated data reports that can be delivered directly to your email inbox at a frequency that makes sense for your business.
Can I automate scheduled exports?
Yes, you can easily schedule any report or your saved reports to be exported automatically at your preferred frequency (Daily, Weekly, Monthly).
Learn how to schedule exports here:
https://help.occupier.com/knowledge/how-do-i-set-up-a-scheduled-export