Method Community

 

Exporting Contacts

Last post 08-20-2015 2:49 PM by Method_Morty. 4 replies.
Page 1 of 1 (5 items)
Sort Posts: Previous Next
  • 08-18-2015 1:37 PM

    Exporting Contacts

    i am trying to export all contacts, but everytime i use Customize, Export, i only get the main contact. I need all contacts for each company. I tried to select contacts in step 3, but that doesnt give me the additional company contacts. Help. 

  • 08-18-2015 2:06 PM In reply to

    Re: Exporting Contacts

    Answer

    Hey Scott,

    To confirm, for step 2 were you exporting the Contacts table?

    When you export that Table you will see multiple entries with the same CompanyName.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 08-18-2015 3:12 PM In reply to

    Re: Exporting Contacts

    The issue was "Show Only common tables"

  • 08-20-2015 12:53 PM In reply to

    Re: Exporting Contacts

    At first, I thought I figured it out. But now, i realized that if i use the Contacts table, it gives me everyone in Customer and Lead. I just want all contacts that are Customers. I have either gotten all contacts in lead and customer or only the primary contact from the customer table. I dont know how to do this. 

  • 08-20-2015 2:49 PM In reply to

    Re: Exporting Contacts

    Hey Scott,

    In the exported Contacts spreadsheet you have look for the Field: "IsLeadStatusOnly"

    Any row that has that set to TRUE means they are a Lead, you can mass highlight and delete the rows set to TRUE.

    If it is too many you can also re-export using an Advanced Script, let me know if you want to take that route instead.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
Page 1 of 1 (5 items)