Tell us which systems you run and this page tells you exactly what to export.
Everything is read-only and you pull it yourself — we never need a login to anything.
01
Your tech stack
What do you use?
Tick everything that applies. Miss nothing out — a lead source we do not know
about looks like business that appeared from nowhere.
Not sure what you use? Tick what you recognise and leave the rest.
We will work the gaps out with you rather than guessing.
02
Your export list
Pull these four things
All covering the same date range. CSV or Excel, whichever your system exports
natively — please do not convert anything by hand.
03
Send them over
Upload
Used only for your auditNever shared or resoldDeleted on request
Your exports are read once to produce your report. They are not used to train
anything and they are not passed to anyone else. Ask for them back or ask for them
gone at any point, and that happens the same day.
Drop your exports here, or click to choose files
CSV and Excel accepted
Trouble with any of this? Reply to the email that brought you here and
we will pull the exports together with you on a call.