Export Your Data from Brokeredge for Ownwell (CSV Guide)

Exporting your data from Brokeredge gives you a CSV file that can be imported into Ownwell.

This guide walks you through how to generate the Brokeredge Ownwell Extract, review any missing required information, and export your funded deals into a CSV file for upload.

Unlike Velocity or Finmo, Brokeredge imports into Ownwell by CSV only.

Before starting, make sure you can log in to Brokeredge and access My Settings.

This process will generate a CSV containing your funded deals. You’ll upload that CSV into Ownwell in the next step, where you can preview the data before importing.

You can correct missing information in three places:

Follow the steps below to generate your Brokeredge Ownwell Extract and export your CSV file.

The most important things to get right:

If mandatory information is missing, your export may still complete, but those files will not be ready to import into Ownwell until the missing fields are completed.

→ Log in to Brokeredge

→ Click your profile image in the top-right corner

→ Click My Settings

→ Click the Ownwell Extract tab

→ Click Generate Ownwell Files

Brokeredge will generate a list of all funded deals for upload to Ownwell. You’ll see a message explaining that any missing data items will be highlighted in red.

→ Click OK

→ Click Refresh

This loads the generated Ownwell Extract table.

Review the table before exporting.

Any mandatory fields highlighted in red must be completed before those files can be imported into Ownwell.

You can update missing information directly in the Brokeredge table. Brokeredge also supports mass updates for some fields, including:

Review any highlighted fields and complete them before importing into Ownwell.

Once the table has loaded and you’ve reviewed the required fields, you'll want to export it as a CSV.

→ Click Export as CSV

By default, Brokeredge exports the full table.

If you only want to export specific funded deals, select those rows first, then click Export as CSV. Brokeredge will export only the selected files.

Save the CSV somewhere easy to find. You’ll upload this file into Ownwell in the next step.

Upload your Brokeredge CSV into Ownwell to preview and import your clients.

→ See: Import Your Brokeredge CSV into Ownwell (Preview & Upload Guide)

Yes. You can update missing information:

The important thing is that mandatory fields must be completed before the file can be imported into Ownwell.

Red fields are mandatory fields that are missing information. These fields need to be completed before the affected files can be imported into Ownwell.

Some Brokeredge deals that originally came from Filogix may not include every field Ownwell needs. If this happens, Brokeredge will highlight the missing mandatory fields in red so you can review and update them before import.

Yes. If you do not select any rows, Brokeredge exports the full table. If you select specific rows before exporting, Brokeredge exports only those selected files.

No. Brokeredge imports into Ownwell are handled by CSV. Only Velocity and Finmo currently support API imports into Ownwell.