Export contacts with company name

Is it possible in Atlas CRM to export contacts with company name. I only get company ID now?

1 answer

Hi Kristján,

One of the strengths of Atlas CRM is that you can have multiple companies and contacts with the same name. We encounter a lot of people that share the same common name. And every once in a while, we run into two companies that have the same name.

When you export companies and contacts, you will find the ID of the entities they are linked to. This helps you find the correct company/contact when there are several of them with the same name.

In software such as Microsoft Excel, you can join the two files together and choose what information you will choose in your table. You can choose to replace the ID's with name. Or you can choose to expand your overview with all information of all companies and contacts.

I'm going to add instructions on how to do this to our documentation and will post the link here.

Thank you,
Maarten

Suggest an answer

Log in or Sign up to answer
How to earn badges on the Atlassian Community

How to earn badges on the Atlassian Community

Badges are a great way to show off community activity, whether you’re a newbie or a Champion.

Learn more
Community showcase
Published May 30, 2018 in Marketplace Apps

Three tips for boosting your board's efficiency with Story Maps

Trello is one of the most effective tools for driving your sprints. It's customizable for every Agile team and product owners and Scrum masters (SM) love it. However, Agile teams often struggle with:...

849 views 2 9
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you