How to export your data from REsimpli, and what will not come out

Your data is yours: REsimpli’s terms say the customer “retains its rights in Customer Data,” and define it to include records, communications, recordings and transcripts. Getting it out is another matter. Leads come out easily. The history attached to them does not. This is what each kind of data can reach, and how.

Routes documented in REsimpli's help center, developer portal and terms, September 2026.

Data	In the app	Open API on 6.0	After you cancel
Leads and sellers	Export per pipeline	List and details	Export on request
Buyers, agents, vendors	No export documented	List and details	Export on request
Notes	Viewable only	Activity feed, to confirm	Export on request
Call logs	Viewable only	Per record	Export on request
Call recordings	Play only	Not documented	Ask in writing
Texts and emails	Viewable only	Activity feed, to confirm	Export on request
Tasks	No export	No endpoint	Export on request
Appointments	No export documented	List by date range	Export on request
Files and photos	One file at a time	List and download	Export on request
List stacking	CSV export	No endpoint	Export on request
Dashboards	Cannot be exported	No KPI endpoint	Rebuild elsewhere

How do you export leads from REsimpli?

Leads export from inside each pipeline, and the file is collected afterwards from a log rather than downloaded on the spot. These are the steps from REsimpli’s own article.

1. 1

   Open the pipeline

   Open the pipeline you want to export. Add a filter only if you want part of it.

2. 2

   Select every lead

   Click Selected, then Select All.

3. 3

   Start the export

   Click Actions, then Export Selected, name the file and click Continue.

4. 4

   Keep every field you may need

   On the data selection screen, leave the fields ticked. A field you drop now is a field you cannot map later.

5. 5

   Export and download

   Click Export Records. When it finishes, go to All Leads, open the Export Log tab and click the download icon beside your export.

6. 6

   Repeat for every pipeline

   Exports run one pipeline at a time, so repeat for Dead Leads and every transaction pipeline.

What has no export button?

The history. REsimpli’s Communication Logs screen lists call, text and email logs with filters for team member, duration and date range, and each lead carries an activity log of every status it passed through. None of these has a documented export. Notes are searchable across leads and tasks but do not export either, and recordings can be played in the app but have no documented download. REsimpli also lists dashboards among things that cannot be printed, shared or exported.

Can the Open API get the rest out?

Partly, and only on 6.0. REsimpli’s Open API is included on every plan, with one key per account under Settings, then API and Webhooks. It reads lead, buyer, agent and vendor lists, appointments, files, and a call log and an activity feed for each record. It has no notes or tasks endpoint at launch, and its documentation describes requests but not responses, so what the activity feed returns has to be confirmed with a test pull. The Open API guide has the details and the limits.

What about after you cancel?

For thirty days after termination, REsimpli’s terms let you request “a commercially reasonable export of Customer Data.” After that the data may be deleted. Treat it as a safety net for gaps, not as the plan.

How do migration teams get the full history?

The same way you would, with more patience. We take a read-only API key, test what the activity feed returns on a handful of leads, export every pipeline, then pull every record’s call log and activity into a staging store before mapping anything. Whatever the API does not reach goes into a written request to REsimpli, with the answer recorded. If that is the job you are facing, here is how the migration works.