Generate customized CSV reports with bulk information on organizations and personnelIn this help article...
After you use Cause IQ's search filter sidebar to narrow down to a desired segment of organizations, you can use the "Export" tool to export the vast majority of information in the site. To access the "Export" tool click the "Export" tab from the search interface. Here's a look at where 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:
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.
Salesforce deduping is separate from this deduping. If you are using Cause IQ's "Export" tool to add new records to your Salesforce instance, Cause IQ proactively queries your Salesforce instance to minimize duplicate records. It also respects your Salesforce instance's internal deduping rules.
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:
Select the levels of the personnel you want to include in your export. The most common options are "Chief," "Director," and "Vice President." These levels are combined with the position functions, so any combination of levels and functions will result in matching personnel. We have algorithms and researchers who manually classify each title into its levels and functions, and some titles have more than one level and function.
For board members, select the "Board" level.
Levels can be blank to include all levels. In general, though, Cause IQ doesn't collect information on personnel below managers.
Select the functions of the personnel you want to include in your export. We have classified titles into the 50 most common functions, including "Executive," "Finance," "Operations," "Information / Technology," "Membership / Member services," and "Development / Fundraising / Giving / Advancement / Philanthropy" (among many others). These functions are combined with the levels, so any combination of level and function will result in a match. If a staff member has just a matching function without one of the selected levels, that person will not be exported (and vice versa for matching levels without corresponding functions).
Board-specific functions include "Chair / Vice chair / President", "Treasurer," and "Secretary." For generic board members, select "No function," which will include personnel who have one of the selected levels but don't have a corresponding function (personnel that are just board members have the level "Board" and function "No function").
Functions can be blank to include all functions.
Set the maximum number of contacts for a given organization. For example, if an organization has five personnel matching your criteria, and you cap the number of contacts per organization at two, then only the top two will be exported.
We rank personnel by how high they are in an organization, and we export the highest ranking personnel at the given organizations first.
Select whether you want to include key personnel in your export only if they have certain contact information available. It's important to note that Cause IQ has a much greater coverage of organization's office phone numbers compared to direct personnel phone numbers.
Sometimes organizations in your search results won't have personnel that match your criteria. They may not have identified personnel with the levels or functions you selected, or perhaps we haven't found their email addresses yet and you require email addresses. Selecting this option includes rows for organizations, along with further details on those organizations, at the end of your spreadsheet that we didn't find matching personnel for.
Click the "Preview" button to get a summary of the types of personnel that match your criteria. The preview shows you the number of matching personnel, the number of organizations with matching personnel, and details for the first five personnel in the export. It's important to note that you may have less personnel in your spreadsheet because the preview does not enforce the max number of contacts per organization option.
For more information on key personnel's levels and functions, check out this article.
In addition to identifying personnel by their position levels and functions, you can find personnel with specific keywords in their title when running a "Personnel, with organization details" export. To do so, select the "Show the title keyword search option" link under the Position levels and functions in the "Personnel" step of the export.
Within the title keywords search, you can use advanced query language (e.g., "Data" OR "Innovation") to find personnel with specific keywords in their job title. The title keywords filter is in addition to the Position levels and functions filter. If you just want to use the title keywords filter, make sure the Position levels and functions are blank.
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:
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:
This section appears for most Cause IQ users, but not all, and provides details of the usage plan you are on, when your usage reset date is, and how much included usage you have left.
Additionally, selecting the "Click here to have our systems run the numbers (may take a minute)" link provides you with exact numbers on how much usage the export will require.
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: