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. And it is your right to export your data in full at any time, even if you cancel. Not only have we made it easy to export your data, but you can also filter down your data to exactly what you need before exporting. For example, all Appraisals completed last month for a particular Client. This makes it easy to run your own reports as well as back up your data. You can export lists of Appraisal orders, Clients, Contacts, Accounting & Team Members to CSV format (Excel compatible). The following example is for Appraisal Orders but the process is about the same for each resource type. Steps 1-3 1. Navigate to the resource you'd like to export 2. Optional: Select any filters needed 3. Click EXPORT in the upper right hand corner 4. Select the columns you would like to export (all are already selected by default) That's it! Your export will be downloaded to your Downloads folder (or whichever location you choose).