Hi there,
I need to “easily” export data that contains both contact
& company information that has been manually associated - is this possible?
Also, I understand from a previous post (Boris in 2023) that the bulk import feature was being worked on to make it easier to import associated contacts/company data - when will this be ready?
Many Thanks,
Peps
Anyone able to answer this please?
Hey @pepscircelli sorry for the delay in answering and thanks for your question.
Unfortunately it is not possible to export data of associated objects.
In regard with the improvement for import. It was improved as you can now create and associate your company objects in one go through imports and use the company name instead of the technical ID to simplify the bulk operations.
Did you have a specific feature in mind that you would need to simplify your import experience?
Hi @boris.rieunier thank you so much for your response. Are there any plans to enable the export of contacts to include company & associated data, as this is a feature of most competitor CRMs I’ve used such as Salesforce, Workbooks, etc
Can you point me to the documentation with regards to bulk imports where you can now import contact and company simultaneously please?
Many Thanks,
Peps