Export & API

Export

Download your data as spreadsheet-ready CSV files.

Affiliates

All affiliate records — name, company, stage, score, contact info, referral counts.

↓ Download CSV

Referred Clients

All client records — name, status, referring affiliate, dates, lead-back status.

↓ Download CSV

Import

Bulk-upload leads or clients from a spreadsheet. Hermes validates and classifies each row before importing.

Import Leads / Clients

Upload .xlsx, .xls, or .csv — auto column detection, row validation, duplicate check, and data-gap task generation.

📥 Open Import

Live Stats

Current snapshot as of right now.

0

Total affiliates

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Referred clients

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Overdue tasks

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Active partners

JSON API

Internal endpoints — accessible on Tailscale. Use for integrations or automation.

/api/stats

Pipeline counts, totals, overdue tasks

Open ↗
/api/affiliates

All affiliate records as JSON

Open ↗
/api/tasks/open

All open tasks sorted by due date

Open ↗
/api/clients

All referred clients

Open ↗
/api/manual-match-queue

Emails awaiting manual affiliate match

Open ↗