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:
You can then control what data will be included for each exported organisation by selecting fields such as:
Linkedin profile URL
Pricing tier name
Allow on account
Xero contact name*
* 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.