Export List with data pulled through associated label?

Smart CRM & Sales Hub CRM
1

On the company object, I added an associated label “Primary Contact” associated with the contact object. They are 1:1 in both directions.

I created a list, using the following filter:

Company is associated to: Contact with label “Primary Contact”

And associated Contact has all of:

Record ID is known

When I run the list, I see the field I want, however, I want to export that list, and include data pulled through from the associated Contact (“Primary Contact”) their name and email address on the exported list, so that I can see,

Company Name,associated “Primary Contact” First Name, associated “Primary Contact” Last Name, associated “Primary Contact Email”, Company Owner, etcetc.

I do not see the ability to add those fields when I export, is that possible? The data is normal because of the 1:1 relationship, so I don’t see why not.

Thank you,

2

Hi @MGargano,

It looks like you are attempting to pull properties from the contact object and the company object into the same view. Unfortunately from the list tool and the index pages for contacts and companies, that won’t be possible.

I would suggest creating report with your data sources being contacts and companies. You can use a table report and apply a filter to show only records that are a member of the above list that you referenced. When you start to add data to your table columns, you can choose the above properties that you have referenced. Once you have all of the columns you want, you can export the data as a CSV file.

Your 1:1 relationship rule will not impede the ability to see this data as you need it.

Josh

3

Thank you! That worked!