I am looking for a way to export specific Opportunities into a word doc or excel file BUT with only the exact info in each opportunity. For context - the info we input for each opportunity eventually has to be entered on a separate form to be given to a different team. Looking to get rid of having to enter same info twice in 2 different locations.
I know Copper has the ability to do a bulk export of all opportunities and I know that from the Opportunities page you can select specific ones and they will export to excel. But I want to know if there is a way to export the screen exactly how it looks or at least with just those fields. See attached photo
Best answer by Michelle from CopperView original
@Mindre, I made you a video explaining how to do this. Essentially, you can use the Google Sheets add-on to set up an export, and then delete the extra fields/columns you don’t need.
Let me know if that helps!
P.S. I added more details to the topic title for visibility purposes.
Thanks this was very helpful! Is there a way for the connected fields to export too though? I need all our connected fields to be exported as well
@Mindre, I’ve looked into this for you. Unfortunately, the Google Sheets add-on does not export connect fields. You’d have to export them from the in-app export, which will give you all the full set of fields for your records and not a subset like you asked about.
Is there a way to use API to export the connected fields into google sheets?
@Mindre, here is the link to the API documentation for querying Connect Field data. It will require custom development work.
Hello - are you working on creating the ability to export all files (pdfs for example) uploaded into the related "files" in "people" ?
How do you export a complete record including any / all uploaded attachments in the “People” type without individually downloading per contact? Need to do in a batch…….