How does exporting organisations work?
Exporting organisations creates a Microsoft Excel spreadsheet and populates it with organisation data before downloading it to your computer.
You can control which organisations will be exported by setting filters such as:
Category
Tag
Membership type
Pricing tier
Website status
You can then control what data will be included for each exported organisation by selecting fields such as:
Organisation ID
Title
Name
Website status
Page title
Page description
Website URL
Phone number
Facebook ID
Twitter username
Linkedin profile URL
Summary
Description
Email address
Mailing address
Billing address
Physical address
Pricing tier name
Allow on account
Tags
Categories
Internal note
Xero contact name*
Custom fields**
Comments***
* Only available if Xero is connected, see Connecting Xero
** Custom fields varies depending on what Custom fields you have added.
*** Comments are exported as an additional sheet, if you have selected the Comments field you should also select the Organisation ID or Title fields so that a reference exists between the comments and the organisation.
How do I export organisations?
Go to Contacts > Organisations.
Click on the Export button in the top right.
Optionally, select a Category.
Optionally, select a Tag.
Optionally, select a Membership type.
Optionally select a Pricing tier.
Optionally, select a Website status.
Optionally, tick/untick the Fields you would like to include.
Click the Export button.