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Switching systems · data exportHow to export your transactions and documents from your current system

Most transaction systems let you take your data with you, but the button is rarely where you expect it and it is often limited to admins. Dotloop: dashboard admins use the Report Builder (Business+ or Teams). Open To Close: Properties → your table → Export CSV, up to 1,000 rows per file. DocJacket: Transactions → download icon (CSV); each deal's files come as a ZIP from Reports → Export file record. Paperless Pipeline: Transactions → Downloads → Full Spreadsheet, plus Monthly Backups (a ZIP with one folder per property). SkySlope: Admin → Reports → Master Data Report (Excel); documents per file as a ZIP. Follow Up Boss: Reporting → Deals → Export. ListedKit has no export button – its privacy policy offers an export on request. Export before you cancel: some systems keep data only for a limited time.

Where the export is, system by system

  1. Dotloop

    Report Builder on the dashboard (dashboard admins, Business+ or Teams) → statuses → Create report → CSV. Documents: open a loop, select documents → Download.

  2. Open To Close

    Properties → choose a table and its columns → Export CSV (max 1,000 rows; a shared table needs the owner's Export permission). Contacts export separately. Free API token in Settings → Apps & APIs.

  3. DocJacket

    Transactions → download icon (CSV, follows your filters). Per deal: Reports → Export file record → ZIP with documents, communication log and manifest. API keys on paid plans.

  4. Paperless Pipeline

    Admins: Transactions → Downloads → Full Spreadsheet. Monthly Backups: ZIP with a folder per property (documents, notes, emails, checklists), last month only, available 30 days.

  5. SkySlope

    Your name → Admin → Reports → dates → Download (Master Data Report, Excel). Documents: file → Documents → Download Documents (ZIP); archived files via Access Archives.

  6. Follow Up Boss

    Reporting → Deals → Status: All Deals → Export (arrow) → choose columns → CSV. Contacts: People → Export. Owner or users allowed to export.

  7. ListedKit

    No in-app export; the privacy policy says an export of your data is provided upon request. A Transaction Summary PDF can be downloaded per deal.

  8. Trackxi

    Its FAQ says you can export transaction summaries, task lists and progress reports, and download your data before cancelling.

Before you export

  • Ask your admin or broker if you are not one – most exports are admin-only.
  • Add the columns you need (address, side, price, contract and closing dates, buyers, sellers, title, lender) before exporting.
  • Export documents too – a spreadsheet carries the data, not the signed PDFs.
  • Check how long data stays after you cancel, and export first.

What usually goes wrong

  • Several people in one cell ("Seller(s)", "People") – keep them, a person sorts them out.
  • Row limits (1,000 per file) – export in parts by year or status.
  • Old Excel .xls files, dates with times, report titles above the columns.
  • Agents who leave a SkySlope brokerage lose access to its files – export while you still have it.

Questions coordinators ask

How do I export my loops from Dotloop?

Dashboard admins on Business+ or Teams use the Report Builder and download the report as CSV; documents are downloaded from each loop.

How do I export transactions from SkySlope?

Admins and brokers open Admin → Reports, choose the dates and download the Master Data Report (Excel); documents download per file as a ZIP.

Can I export my data from ListedKit?

There is no export button; ListedKit's privacy policy says it provides an export of your data upon request.

Related guides

Send ClosingCode whatever export you have – CSV, Excel (.xlsx or .xls) or a ZIP with documents – and we move your deals, people and documents for free; a person checks everything before you start.

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Sources (read October 25, 2026): dotloop.com blog (Report Builder) and dotloop.github.io/public-api; intercom.help/open-to-close; help.docjacket.com; help.paperlesspipeline.com (exports, Monthly Backups); support.skyslope.com; help.followupboss.com (Exporting reports, Deals Report); help.listedkit.com and its privacy policy; trackxi.com FAQ.

General information from each vendor's public help pages, checked October 25, 2026; menus can change. Product names belong to their owners; ClosingCode is not affiliated with them. This guide is not a substitute for the advice or services of an attorney.