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Export Tasks and ID for opportunity they are related to

  • 19 September 2022
  • 1 reply
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I am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID.  Is this possible?

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Best answer by Michelle from Copper 19 September 2022, 22:24

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Hi @RebeccaB, thanks for posting! If you export using our Google Sheets Add-on, it will give you a column for the name of the Copper record it is related to.

I’ll put a video on our Google Sheets Add-on below. You can find more information here.

 

Here is an example of what the resulting export would look like:

 

This will give you the name of the related record. If you need the opp ID as well, I recommend:

  1. Exporting the Task list via Google Sheets Add-on
  2. In the same workbook, export a list of your Opportunities also through the Google Sheets Add-on
  3. Add a new column to the Task export and use vlookup to populate the IDs

 

Let me know if that helps!

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