Show Company Contact ID for People Contacts when exporting

4 Comments

  • Official comment
    Marie Laurenza
    Zendesk Engineering

    Hi Adam,

    Good to hear from your regarding enhancements to the Export All function in Sell.

    I am not sure your exact use case but I believe exporting a Contact smart list should provide you the easy match between Employees and Organizations that you seek. Just create a Contact smart list and filter the first column (Contact) to People only, and add the Company field. You can then export the smart list and you'll get four fields Person Contact name, Person Contact ID, Company Contact name, and Company Contact ID for all the records in Sell (assuming you didn't add any other filters). 

    -Marie

  • Adam Witek

    @... - You're a lifesaver. I had NO CLUE the CompanyID would come along in the export so long as I included the Company field. I thought only the Company name would come down.

    Thanks so much,

    0
  • Marie Laurenza
    Zendesk Engineering

    Glad I was able to help!

    I would love us to add the object IDs as smart list fields to make it more clear, but the IDs are available in the smart list exports.

    0
  • Adam Witek

    @... - Yup, that is where I looked first because I figured that would be the most intuitive place to add it as a column. I would recommend doing that.

    0

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