Generate custom CSV reports of organization and personnel records (and create new records in Salesforce)
In this help article...Most Cause IQ customers want to get the data that's relevant to them out of the website, so they can share their findings with colleagues and load the information into their CRM. That's why Cause IQ has tools and features to help you easily download pertinent information in bulk. Cause IQ customers use:
Cause IQ's "Export" tool allows you to generate custom CSV files containing organization and/or personnel records. Most Cause IQ customers that use CRMs other than Salesforce will download these CSV files and then upload the records into their CRM. Here are the general steps:
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:
Select the "Export" tab from the search interface to access the "Export" tool.
In the "What" step of the export process, choose "Organization details" if you're looking to export just organization records from Cause IQ. If you want your CSV file to have personnel records, choose "Personnel, with organization details."
Since you're generating a custom CSV file, make sure "CSV spreadsheet file" is selected within the "CSV or Salesforce" section (only customers with Cause IQ's Salesforce integration enabled will see the "CSV or Salesforce" section).
The "Which records to include" section lets you exclude both organization and personnel records that you've previously exported from Cause IQ (you choose to remember exports for future deduping in the "Remember exported records" section). You can:
Choosing to dedupe previously remembered exports helps you only to export records that are new to your CRM and is helpful when you're exporting information from multiple searches that have overlapping results.
In the "Personnel" step of the export process:
Pro tip: Choose to "Preview" your matching personnel, so you can check to make sure you're exporting the right type of contacts and see how many personnel records your CSV file will contain.
In the "Columns" step of the export process, select the information you want Cause IQ to include in your CSV file.
Once Cause IQ processes your export, you can download the CSV file directly in the website from the blue pop-up notification. Additionally, your file is available to download from your Dashboard and Cause IQ emails you the file.
Now that you have your CSV file, follow your CRM's data loading process to load the records into your CRM.
If you're looking to update or enrich your existing CRM records, you can use Cause IQ's:
Here's a sample CSV file that contains organization and personnel records:
If you're exporting personnel records, Cause IQ automatically loads the settings from the "Personnel" step with the selections from your most recent export. This way, if you're generating multiple exports, you won't have to change them every time.
For Cause IQ's customers using the Salesforce integration, the process of creating new records in your Salesforce instance is very similar to the steps above. In the "What" step of the process, make sure you select "Salesforce" under the "CSV or Salesforce" section to tell the system you want to export directly to your Salesforce.
When configuring Cause IQ's Salesforce integration, you choose to map your Salesforce fields to corresponding fields in Cause IQ. Since this is done beforehand, there's no need to select the information that you want Cause IQ to export to Salesforce. To make sure duplicate records aren't added to your Salesforce, Cause IQ respects your internal Salesforce deduping rules and has built-in Salesforce deduping.
After you review your Salesforce export selections and check the usage required for your export, select "Start Salesforce export." Once your export finishes processing (please note that it takes longer to process Salesforce exports than to export to a CSV file) Cause IQ provides a CSV file that summarizes your Salesforce export. The file gives you information on the new records that were created and any that were deduped. You can download the file from the blue pop-up box or from your Dashboard. Here's a screenshot of the "What" step that shows you where you choose to export directly to Salesforce:
Cause IQ's Salesforce integration is part of our Data Enrichment Add-on. If you're using Salesforce as your CRM and are interested in learning more about the integration, please contact the Cause IQ team from the orange chat widget at the bottom-right of the screen.
Cause IQ's "Table" view lets you download an Excel file of quantitative and qualitative organization information. Cause IQ customers use these Excel files to share their findings with colleagues and further analyze the relevant information. After you've either created a new search, loaded a saved search, or opened a list (from scratch or an uploaded CSV) in the search interface, click on the "Table" tab to access the "Table" view.
You can add most organization information to the "Table" view as a column. To download the organization information to Excel, click "Download table" and access the file from your computer's "Downloads" folder. Here's a look at Cause IQ's "Table" view and where to download the information to Excel:
Please note that you must use Cause IQ's "Export" tool to download personnel records from the website.
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