Lasso Data Export Service
In this article:
- What is the Lasso Data Export Service?
- Why use the Lasso Data Export Service?
- How can the Lasso Data Export be used?
- What is the file format of the Lasso Data Export?
- How are dates Handled in the Lasso Data Export?
- How is the Lasso Data Export delivered?
- What is the frequency of the Lasso Data Export?
- Is the Lasso Data Export a full dataset or incremental?
- Is there a fee for the Lasso Data Export?
- Lasso Data Export Schema
The Lasso Data Export Service is a nightly export of your data that provides you with access to raw data in the form of CSV files and allows you to connect your data to a reporting tool you are currently using or want to use.
While standard reports in Lasso attempt to answer the majority of your business questions, you may find yourself wanting to drill down deeper into your data and create reports that answer some questions unique to your company and processes. The Lasso Data Export service makes your data accessible so that you can create your own metrics and get the additional information you need to make better business decisions.
Use the export to:
- Drill down further into the data to examine things like the effectiveness of marketing campaigns, sales funnels, conversions, time to first contact, etc.
- Push Lasso data into a more robust reporting tool/Business Intelligence(BI) software
- Sync Lasso data with contract management software
- Get exactly the data needed
- Eliminate the need to manually export data from Lasso and import into a spreadsheet
- Back up Lasso data
There are 3 ways to use the Lasso Data Export Service:
1 - Use the raw data files to create your own reports. For example, you could load the data into an Excel template.
Recommended connections are:
Note: If you are experiencing issues with your AWS Athena connection, please refer to the AWS Guide Connecting to Amazon Athena with ODBC and JDBC Drivers for more information.
3 - Have Lasso create custom reports for you. Custom reports are created in Tableau and require the Lasso Data Export Service.
Examples of tools Lasso clients are using with the Lasso Data Export:
Please note that the dates in the export are in Unix time, which is the number of seconds that have elapsed since midnight, January 1st, 1970, and the timezone is UTC (Coordinated Universal Time). Unix time can be converted to date/time in Excel. Because of the time zone differences, there may be discrepancies in date range counts when comparing with Lasso.
You will need to provide Lasso with the destination and login credentials for the data export. Your options are:
The export is a daily summary scheduled to run once a day, at midnight UTC. The data contained in the dataset is up to the moment of export. The data is NOT real-time.
The data exported is always a full dataset. An incremental dataset cannot be provided.
There is a monthly fee for the Lasso Data Export. Please contact your Lasso Client Director for details.
Following are the tables that are available in the Lasso Data Export Service:
- Appointments Audit Log
- Inventory Custom Field Answers
- Inventory Outside Realtor
- Inventory Outside Realtor Commission Override
- Inventory Outside Realtor Payment
- Inventory Purchaser
- Inventory Sales Rep Bonus
- Inventory Sales Rep Comm Structure
- Inventory Rep Commission Override
- Inventory Sales Rep Payment
- Person Address
- Person Custom Field Answers
- Person Email
- Person Phone
- Project Mass Mail
- Projet Mass Mail Actions
- Project Outside Realtor
- Registrant Activity
- Registrant Appointments
- Registrant Custom Field Answers
- Registrant History
- Registrant Note
- Registrant Question Answer
- Registrant Rating History
- Registrant Relationship
- Sales Rep
- Sales Rep Custom Field Answers
- Sales Rep Registrant
Click the LASSO DATA EXPORT SCHEMA link below to download a PDF document that contains the fields in each data export table.