Core How-Tos·2 min read
Exporting Your Brokerage Data
For a complete copy of everything in your brokerage, separate from the per-deal QuickBooks export covered in Sharing and Exporting Deals, go to Data Export and click Download my data.
This downloads a single ZIP file containing:
- deals.csv: all confirmed deals with payouts
- agents.csv: your agent roster with plan assignments
- cap_ledger.csv: the full cap progress history for every agent
- commission_plans.json: every commission plan and its rules
- teams.csv: your teams and their shared caps (only if you have any teams)
- deal_participants.csv: the per-agent slices of any co-listed deals (only if you have any deals split between agents)
If you cancel, export a copy before your current billing period ends. Once your subscription actually ends and the account locks, self-service export isn't available until you resubscribe. Your data itself isn't deleted at that point; it's retained and fully restored the moment you reactivate.