Export Taxroll Data

Taxroll data (where available) can be exported from the Search Results data table in several formats. The  resulting file can then be imported into other programs (such as a word processing, contact management, or spreadsheet) or can be attached to an e-mail. Note that use of the taxroll database is restricted exclusively to Realtors who are active members of the local MLS  and who are using the data to promote local real estate transactions. (Extensive taxroll data should not be sent to or for use by third parties without special BOR approval.)

You can easily export a table of taxroll data from the Search Results table in txt format by selecting Menu > Export > Custom tab > change the file name in the "Save in" box. Before exporting, ensure that your table only includes columns for the fields you want to export (such as Owner name, Owner address, Owner city, Owner zip) and that they are in your preferred sequence. (If you plan to use the same format repeatedly, save the table format.) (See details under "Exporting Names & Addresses from Taxrolls" below.)

You can save the Search Results table in HTLM code or rtf format. Select Print > check HTML or Rich Text Format (rtf) under the Options tab > click Print > set the name and location of the file.

One of the most popular taxroll exports for use in mailing or mail merge programs is to select Labels > under the Options tab select the desired automated changes (such as Remove Duplicates or Remove Second Name) > click Edit Data to make refinements > Menu > Export > set the name, location and format of the file. (See details under "Exporting Names & Addresses from Taxrolls" below.)

The data can also be saved as a PDF formatted file that can be read in Adobe Reader. The PDF format is used when you select Save from the Report Preview screen. If you select the email icon on the Report Preview screen, the Report.pdf file will display as an attachment in your email.

Exporting Names & Addresses from Taxrolls

There are two ways to export names and addresses from the tax records. Which method is appropriate depends on whether or not you want to export the standard mailing label information or a custom selected set of fields. In both cases, first perform a tax roll search, display the results in a search results data table, and select (check or highlight) the properties (rows in the table) to be exported.

To export the standard mailing label information:  at the top to the Search Results table click the Labels icon Labels icon > click the Edit Data button on the Labels screen > edit data as desired > click Menu at top of Label Data screen > select Export > verify or change “Save In”, “File Name”, and “Save As Type” in the Label Export screen > unless you change it, the default file name is LabelExport.txt and the default "Save in" path to this file is  {see note 1}\CTI Navigator\{YourMLS}\Users\{YourAgentName}\LabelExport.txt > click the Save button.  

To export a custom defined set of fields: at the top of the Search Results table click the Add Column icon > Add the desired fields (such as Owner name, owner address, owner city, owner state, owner zip) > Remove undesired fields > click the OK button > select Menu at the top of the Search Results screen > select Export > verify or change the “Save in” path (the default path is Save in = {see note 1}\CTI Navigator\{YourMLS}\Users\{YourAgentName}\Export.log > either verify “Use Layout From Table” is checked or use the Browse button beside Layout to select a previously saved Layout > verify or change “Comma Delimited” format > (optionally, check “Include Field Names on First Row” to label each column in the exported table) > click OK button > data will be exported to a file named Export.log and a confirmation screen will display showing the number of records exported > click OK > close the Export screen. If you previously saved the desired table layout, skip the first 3 steps and start at select Menu > Export.

Note 1. The path to your CTI Navigator MLS data and Users' folder depends on when you installed the CTI Navigator Desktop program, and into which version of Windows it was installed. 

Note 2: Where instructions refer to {YourMLS}, substitute CTI's 3-letter code for your local MLS (without the {} braces). If you do not know this code, it can be determined by opening the CTI Navigator login screen > click the Setup button > the MLS code is the first 3 letters in the Internet Server Address box.

It may be useful also to review the Help sections inside CTI Navigator Desktop regarding Data Tables - especially the Data Table Overview, Print Table, and Labels sections. The "Using Menu Selections" of the Data Table Overview provides general instructions on exporting data.

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