Export Tasks and ID for opportunity they are related to

  • 19 September 2022
  • 1 reply

Userlevel 1

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?


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

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Userlevel 7
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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!