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
X 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.