General

Import your data from Anow

You can import your historical order, client and contact details from Anow into Appraisal Inbox in just a few steps. *Note: Appraisal Inbox believes that your data is yours and allows you to export Clients, Contacts & Appraisals and all of their fields to CSV at any time. Learn more about our *Privacy Policy. Navigate to "Analytics" Navigate to ANALYTICS in the top navigation menu Click the blue Run custom reports on our NEW Beta Insights page! link Create "Custom Reports" Click the Custom Reports link Then click the green Generate New Report button Select Your Data Scroll down a bit and click every checkbox under the Select your data section Run & Export to CSV At the bottom of the page title your report anow_export_month_day_year Click Run & Export CSV Your export will be downloaded to your Downloads folder (or whichever location you select). Issues Exporting From Anow Note: If you get an error like above in Anow when trying to export, reduce the date/time range and split the exports into multiple periods - for example, Jan 1 - Dec 31 (one year at a time). Import Your Data Navigate to https://a-then.com and upload your Anow CSV. Enter your team member's email addresses and select their user role. If you have multiple CSV exports, you can upload them one at a time, just be sure the team member email addresses match the previous imports.

Export Your Data

Note: As described in our Privacy Policy, we believe your data belongs to you and only you. It is your right to export your data in full at any time, for any reason. Not only have we made it easy to export your data, but you can also filter your data to exactly what you need, as well as preview and select the specific columns you want to export. For example: all Appraisals completed last month for a particular client, or just the "Workflow" related fields. This makes it easy to run your own reports, export appraisal data to begin a report in your report-writing software, and back up your data externally. List Views You can export lists of Appraisal Orders, Clients, Contacts, Accounting, and Team Members to CSV format (Excel-compatible). The following example is for Clients, but the process is essentially the same for each resource type. Note that for search/filter views, the only supported file type is CSV. Steps 1. Navigate to the resource list you'd like to export 2. Optionally apply any filters or searches queries 3. Select the top most checkbox ☑️ to select all or individual result checkboxes as needed 4. Then click EXPORT in the upper-right hand corner 5. Preview and optionally select/deselect the columns for export (all are selected by default) That's it! Your export will be available in your Downloads folder (or whichever location you choose). Appraisal View For an appraisal order, you have the option to download to PDF (Portable Document Format), CSV (Comma-Separated Values), XLSX (Microsoft Excel), or JSON (JavaScript Object Notation). This gives you flexibility and allows you to open your appraisal order data in your own systems - such as a narrative report-writing setup in Excel or third-party software. After selecting the file type you’d like to export, you’ll see a preview of the export fields and data. You also have the ability to select which columns you need (not applicable for PDF export). All fields are selected by default, so if you don’t need them all, simply deselect the unnecessary fields or entire sections. Steps 1. Navigate to the appraisal order you'd like to export 2. Click EXPORT in the upper-right hand corner 3. Click the file type you'd like to export to 4. Preview and select/deselect the columns you want to export (all are selected by default). 5. Your file will be downloaded to whichever folder your browser is configured to use.