If you need to get a list of records based off their relation to another record (ex. all people related to 5 different opportunities), we've built a handy tool to allow you to do that.
**To use this, you must have a Trial, Professional, or Business Level account
Part 1: Make a copy of our spreadsheet
1. Click this link for the spreadsheet
2. It will ask you to make a copy. Please click to make a copy.
3. If you do not have our Custom Report Build add-on, download it:
Part 2: Open your copy of the spreadsheet
1. Make sure you are in the copy of the spreadsheet
2. Select your Parent Type --> the category you want relational data from (if this is confusing, mimic our example below)
**The child type will not include custom fields. For Child Type People, it will only include name, email, and phone number.
Example: If you want to see all Companies with related People information, put Company as the Parent Type and People as Child type.
3. Type in your registered ProsperWorks email address and copy/paste in your API Token from ProsperWorks ⇨ Settings ⇨ API Keys ⇨ Generate API Token ⇨ Copy/paste it here
4. In the menu, go to Add-ons -> ProsperWorks CRM Custom Report Builder -> Import data
5. In “Choose what you want to import” put the Parent Type you selected from above. For instance, In our example we chose Companies, so select Companies
6. In “Choose a filter,” it is your decision if you want the spreadsheet to have all companies, or just companies from your filtered list. Here I have selected “All Companies.”
7. You will wait for it to load
8. You should see a new sheet called Companies at the bottom
9. Once all your companies have loaded, go to back to Sheet1 and go to the menu"ProsperWorks" and click “Get related”
10. It will ask you for authorization. Click “Continue”
11. Click Allow
12. You will see a notification saying “Running Script”
13. You will see your rows populating in the spreadsheet
14. Wait until is is complete
15. You are done!
16. If you want to make a new query, you will have to make a copy of this sheet and start over:
Or you can copy and then delete all the new sheets that were created. For example, I would delete the sheets called “All Companies - Companies” and “Companies and related People”
Then I would start over by clicking the ProsperWorks menu again
If you have any questions, please make a support request here
Please sign in to leave a comment.