Help centre, your book

Download your book

Take your contacts, properties and deals with you as spreadsheets that open in Excel or Google Sheets.

Updated 27 September 2026, about 1 minute

  1. Open Profile & settings and choose Workspace. Take your book with you sits near the bottom, above Leave this workspace.

  2. Press Download beside Contacts, Properties or Deals. Each comes as its own spreadsheet (a CSV file) that opens in Excel or Google Sheets, with stages and statuses written as words and phone numbers the way you write them (082 555 1234).

    Archived records come too, marked with the day they were archived. The contacts file uses the same columns Deed's import reads, so it can come straight back in.

In a team, the files hold your own contacts, properties and deals. The team's shared book stays with the agency.

Your whole business, in one place

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