Learn how to export property and contact lists from Privy into a .CSV file and set them up for skip tracing using a third-party service. Follow the steps below to efficiently manage and utilize your data for outreach and lead generation.
Step-by-Step Guide to Exporting a List to a CSV and Skip Tracing
Exporting a List to a CSV
Conduct a Property Search
Run a property search in Privy as you usually would.
Narrow your search results until property cards appear on the left-hand side of your screen.
Download the List
Click the Download button located near the top of the screen, just under Privy Pro Agent.
Review the number of properties you’re about to download.
Export the File
Click Continue to export the list as a .CSV file.
Preparing the File for Skip Tracing
Understand the Exported Data
Review the .CSV file to ensure all necessary property and contact data is included.
Set Up the File for Import
Format the file according to the requirements of your skip tracing service (e.g., Lead Sherpa).
Import into Skip Tracing Service
Upload the formatted .CSV file into your chosen skip tracing platform.
Normalize and Export Skip Traced Data
Use the skip tracing service to append contact information such as phone numbers and emails.
Export the updated file for use in your marketing or outreach campaigns.
Why Use Privy to Export Lists?
Streamlined Workflow: Quickly access and download property or contact data.
Efficient Lead Management: Prepare and skip trace your data for targeted outreach.
Enhanced Flexibility: Easily integrate with third-party tools like Lead Sherpa.
Download and Export Lists
Quick Steps to Export Property or Contact Lists
Run a Property Search
Conduct a search and display property cards on the left-hand side of your screen.
Click the Download Button
Locate the Download button near the top of the screen.
Confirm the Export
Review the number of properties to be downloaded.
Click Continue to save the data as a CSV file.