--- title: Salestrekker extract for Stryd description: For brokers using Salestrekker as their CRM, it is possible to extract Settled Deals to import into Stryd --- [Skip to content](https://knowledge.stryd.au/salestrekker-extract-for-stryd#main-content) English - Australia Show submenu for translations [Submit a query or issue](https://knowledge.stryd.au/kb-tickets/new?hsLang=en-au) ![stryd-capsule-rgb](https://knowledge.stryd.au/hubfs/stryd-capsule-rgb.svg) Open main navigation Close main navigation - English - Australia Show submenu for translations - [Submit a query or issue](https://knowledge.stryd.au/kb-tickets/new) - [Book a 15 min support call](https://meetings-ap1.hubspot.com/sara-arganese/15-min-support-call-sara) [Book a 15 min support call](https://meetings-ap1.hubspot.com/sara-arganese/15-min-support-call-sara) How can we help you? - There are no suggestions because the search field is empty. 1. [Stryd Broker](https://knowledge.stryd.au/?hsLang=en-au) 2. [How to use Stryd](https://knowledge.stryd.au/how-to-use-stryd?hsLang=en-au) 11 March 2026 # Salestrekker extract for Stryd ## This guide walks you through the steps to generate a custom Salestrekker extract for Stryd ### **Salestrekker 1.0** #### **Step 1: Create a New Report** 1. #### Log into **Salestrekker**. 2. #### Click on **Reports** in the main menu. 3. #### Select **Add New** to create a new report. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined.png?width=501&height=166&name=undefined.png) 4. #### Enter a **name** for your report. 5. #### Click on the **A** icon to switch to **Advanced Reports** mode. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-47-3176-AM.png?width=500&height=163&name=undefined-Nov-18-2025-05-05-47-3176-AM.png) --- #### **Step 2: Add Data Sources** - #### Expand **Deal Fields** by clicking the arrow icon. - #### Click the bullet points to display available data tables. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-46-9380-AM.png?width=501&height=201&name=undefined-Nov-18-2025-05-05-46-9380-AM.png) You’ll now select several data sources to include the relevant information. 1. **Deal – General Information** Select the required fields under Deal – General Information as shown in the below image. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-3.png?width=475&height=235&name=undefined-3.png) ### **2. Contact 1 – General Information** - #### Select all fields required under **Contact 1 – General Information** as shown below. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-2.png?width=475&height=197&name=undefined-2.png) ### **3. Contact 1 – Basic Contact Information** - #### Add all relevant fields under **Contact 1 – Basic Contact Information**. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-4.png?width=484&height=87&name=undefined-4.png) ### **4. Contact 2 – General Information** - #### Include all necessary fields under **Contact 2 – General Information**. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-46-7458-AM.png?width=473&height=201&name=undefined-Nov-18-2025-05-05-46-7458-AM.png) ### **5. Contact 2 – Basic Contact Information** - #### Select all relevant fields for **Contact 2 – Basic Contact Information**. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-47-5014-AM.png?width=473&height=89&name=undefined-Nov-18-2025-05-05-47-5014-AM.png) #### **6. Deal – Home Loan Split** #### Add the following fields from Deal - Home Loan Split to capture full loan details: - #### Lender - #### Amount 1–6 (to capture all splits) - #### Product 1–6 - #### Loan Purpose 1–6 - #### Interest Rate Type 1–6 - #### Interest Rate 1–6 ### **7. Broker Tools – Security Details** - #### Add the fields under **Broker Tools – Security Details**. ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-1.png?width=472&height=317&name=undefined-1.png) --- #### **Step 3: Apply a Deal Status Filter** 1. #### Under **Deal Filters**, apply a filter for **Deal Status = Settled Loans**. This ensures the extract includes only settled deals. **![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-47-1196-AM.png?width=482&height=414&name=undefined-Nov-18-2025-05-05-47-1196-AM.png)** --- #### **Step 4: Generate and Export the Report** 1. #### Click **Apply** to create the report. Salestrekker will update and display the results. **![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-46-5473-AM.png?width=493&height=189&name=undefined-Nov-18-2025-05-05-46-5473-AM.png)** 1. #### Once loaded, click **Export to Excel** to download your extract. #### ![](https://knowledge.stryd.au/hs-fs/hubfs/undefined-Nov-18-2025-05-05-47-6869-AM.png?width=351&height=116&name=undefined-Nov-18-2025-05-05-47-6869-AM.png)   ### **Salestrekker 2.0** Exporting the data Stryd needs is simpler in this version. Run and download the following reports: - Applicants report - Sales report ### **Providing the data to the Stryd team** To securely provide this data to us, use the Submit a Query form in Stryd Help or via this link [Submit a query or issue](https://knowledge.stryd.au/kb-tickets/new?hsLang=en-au) Our team will be in touch when the upload has been completed. - [FAQs](https://knowledge.stryd.au/faqs?hsLang=en-au) - [How to use Stryd](https://knowledge.stryd.au/how-to-use-stryd?hsLang=en-au) [![stryd-capsule-rgb](https://knowledge.stryd.au/hubfs/stryd-capsule-rgb.svg "stryd-capsule-rgb")](http://stryd.au) [mailto:email@email.com](mailto:email@email.com) Copyright © 2025, Moneycatcha Pty Ltd