How to Change Sale Disk (Export Format) of EQXData

How to Change Sale Disk (Export Format) of EQXData

Agents require EQXData.xml files to upload to their system. Below is a guide on how to change the EQXData format for Agents.
  1. Open Address Book
  2. Search for the agent
  3. Select the Agent to the right-hand side of the contact info
  4. In the Sale Disk drop-down, select the correct export type (refer to image below for guidance)
  5. Save
  6. To Test - You can go to the Sale, find the Sale Disk report then select the Agent and Generate the Report or Send to the Client

Attached below is a reference image and a column-by-column breakdown of each EQXDATA variant (each value is comma-separated and maps to the columns shown beneath the screenshot).

Export Format is Sale Disk ***

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