Help Center

Cause IQ's export tool allows you to generate custom CSV files containing organization and/or personnel records.

Either create a new search for a desired target market, load a saved search, or open a list (from scratch or an uploaded CSV file) in the search interface. To open a list of specific organizations, you just need to add a My saved lists filter from your search filter sidebar and choose the appropriate list's name.

Select the "Export" tab from the search interface to access the export tool.

After you access the "Export" tool, the next step is to choose what type of export you want to run and whether you want to dedupe your results. Here are the options for the types of exports you can run:

• Organizations: Export organization records only, with the ability to choose which fields from the organization to include as columns in your report
• Personnel, with organization details: Export staff and/or board members, along with organization records, and the ability to choose which fields from the personnel and organizations to include as columns in your report. Organization and personnel details will be in the same row, with different columns in the spreadsheet for organization and personnel fields.
• Last five years of organization details: Export up to five years of financials (and other quantitative fields) for each organization in your report in one Excel file.

For our customers with the Salesforce integration enabled, you'll see a "CSV or Salesforce" option. If you want to bulk create Leads, Contacts, or Accounts, select the "Salesforce" option. Otherwise, select "CSV spreadsheet file" option selected. If you don't have the Salesforce integration on your account, the export will automatically be CSV and you won't see this section.

The "Which records to include" and "Remember exported records" sections let you use Cause IQ's built-in deduping feature. You can exclude both organization and personnel records that you have previously exported and remembered (you can choose to remember exports for future deduping). Choosing to dedupe previously remembered exports allows you to only export organizations and personnel that are new to your CRM. It's also helpful if you are exporting information from multiple different searches that have overlapping results. Click here to read our help article that goes into how deduping works in detail.

Here's a look at the "What" step of the export proccess: 

This step only occurs if you chose to export "Personnel, with organization details" in the previous step. Here you select which types of personnel you want to export. You can also preview the results, to know approximately how many personnel you will be getting in your export. Here is a screenshot of the "Personnel" section, and the steps are below that:

For more information on key personnel's levels and functions, check out this article.

You can choose the information you want to add as columns in your spreadsheet. Almost every field in Cause IQ is available to add as a column, for both organizations and key personnel.

Click "Change columns" and search for the fields you want to include in your export. You can also find the fields you want to include in your export by category; these sections mirror the ones in the "All" filters tab of the search filter sidebar. Once you select the fields you want to include as columns, click "Change columns" within the "Change table columns" window. Here's a look at the "Columns" step of the export process:

There are three types of columns you can choose. Although, depending on the type of export you are doing, you may only see one or two of the following column options:

• Organization detail columns: The columns in the spreadsheet that contain information on organizations, such as address, revenues, assets, vendors, and almost any other field in our system. Click "Change columns" and search for the fields you want to include in your export. You can also find the fields by category; these sections mirror the ones in the "All" filters tab of the search filter sidebar.
• Personnel detail columns: The columns in the spreadsheet that contain information on the contacts you are exporting. This only appears if you select "Personnel, with organization details" in the "What" step of the export process. By default, Cause IQ includes First name, Last name, Title, Email address, Phone number, and Last updated date. All personnel in our system are timestamped according to when we received the last confirmed piece of information on the contact.
  
• Columns from uploaded spreadsheet: This section only appears when you are exporting lists that you uploaded into Cause IQ. It appears when exporting from the Dashboard, or when you include the list as a "My saved list" filter. You can choose to include information from the original spreadsheet you uploaded. This is particularly important if you uploaded information from your CRM, and are exporting it again for data enrichment. For example, if the original CSV you uploaded has a "CRM ID" column, you can choose to include that ID column in the export from Cause IQ, which makes getting that enriched data back into your CRM much easier.

The last step lets you confirm your selections in the export process ("What you are exporting," "Personnel filters," and "Columns in the spreadsheet"). Click the "Modify" link next to any of the sections to go back to that step of the process. Here's a look at the "Confirm" step of the export process: 

To start the export, click the "Create spreadsheet" button. The export will work in the background, and and you will receive notifications confirming that the export is processing and when the export is ready to download. You also receive an email with the spreadsheet attached to the email. Here is a look at the notifications: