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How do I export the Primary Contact from a Company?

  • 17 May 2023
  • 2 replies
  • 29 views
R

Hi!

I’m working on exporting our data from Copper, and I noticed in the Company export, the listed Contact name doesn’t get exported. Is there a way to export this?

 

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Best answer by Michelle from Copper 17 May 2023, 18:22

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Michelle from Copper
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Hi @RinCamelia, thanks for posting! I recommend using our Google Sheets add-on for this kind of export. It allows you to export your Companies to a Google Sheet, and that export does include the name of the Primary Contact.

We have a video on how to use the Google Sheets Add-on here.

Give it a try, and let me know how it goes!

- Michelle from Copper
R

Hi, @Michelle from Copper !

 

Thank you for following up, and I appreciate the suggestion. We happen to have this addon installed in our workspace! What would be the best way to get troubleshooting for errors in the process of using this addon to import to copper?

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