exporting companies with contacts

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3 comments

  • Avatar
    Brett Ponton

    Hi there,

     

    Thanks for the message!  Happy to help you figure this out.

     

    While our Exporting of Data inside of Copper only offers the ability to pull the Detail & Custom fields of the record type, you can create a Custom Report inside of Custom Report Builder, the Copper Google Sheets Add-On.

     

    Inside of the Add-On, you can import your Company records using the Custom Report Builder, and it will show your Companies with the Contact you have at the company.  You'll have to refresh to data to pull the latest customers you've added manually.

     

    To find out more about how to to do this, just check out our Custom Report Builder article in our Knowledge Base and it super quick and easy to get started.  You can also elevate the data by creating charts/graphs using Google Sheets as well!

     

    If you need anything else, just let us know!

     

    Best,

    Brett Ponton

    Customer Education at Copper

     

  • Avatar
    Ricardo Hernandez

    Hi Brett,

     

    I'm trying this now, and I can't get Companies and People info to mix. For example, I'd like to pull the company info with Details, Address, etc along with the Contact at that company and their details (Email, Direct Phone, etc). Is there a way to do this?

    Thank you,

    Ricardo

  • Avatar
    Brett Ponton

    Hi Ricardo,

     

    Thanks for getting back to me.

    With exporting of companies , you will only have the Primary Contact added to the exported list.  In order to blend the Company Data and the People information, you will need to export both People and Company records. From there, you can use our Custom Report Builder or Google Data Studio to blend the data. 

     

    Let me know if that helps!  It is a bit of manual work, but it should do the job!

     

    Best,

    Brett Ponton

    Customer Education at Copper

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