Export prospect records in a bulk report

Best practice article

Export prospect records in a bulk report

Generate custom CSV reports of organization and personnel records (and create new records in Salesforce)

In this help article...

Export records to a CSV file
Create new records in Salesforce

Download organization details in a tabular format

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:

The "Export" tool to generate CSV file reports of organization and personnel records;
The "Export" tool to create new records in Salesforce; and
The "Table" view's "Download spreadsheet" button to quickly create Excel files containing quantitative and qualitative organization details.

Export records to a CSV file

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:

Step 1
Choose the organizations you want to export
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:
Go to the "Lists" section on the left of your Dashboard
Select "Manual" or "Uploaded from CSV" as appropriate
Select the name of the list that contains the organizations you want to export
Click the "Open in search interface" button
Step 2
Access the "Export" tool
Select the "Export" tab from the search interface to access the "Export" tool.
Step 3
Choose your export type
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).
Step 4
Dedupe your export (optional)
The "Dedupe this export?" section lets you exclude both organization and personnel records that you've previously exported from Cause IQ (you choose to track exports for future deduping in the "Confirm" step). You can:
Exclude records from specific tracked exports
Exclude records from all tracked exports
Choosing to dedupe previously tracked 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.
Step 5
If you're exporting personnel, select your personnel settings
In the "Personnel" step of the export process:
Choose the appropriate position levels and functions for the personnel you want to include in your export
Set the maximum number of contacts you want to export from a given organization (Cause IQ exports the highest ranking personnel first)
Select the appropriate contact information criteria (if you're looking only to export personnel with email addresses, we suggest you choose the first and third options)
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.
Step 6
Choose the details you want to include in your export
In the "Columns" step of the export process, select the information you want Cause IQ to include in your CSV file.
Step 7
Check your export settings and generate your report
In the "Confirm" step of the export process, we suggest you:
Review the information your CSV file will contain
Track your export for deduping purposes (if necessary)
Check how much usage is required to process your export (if applicable)
Lastly, select "Create spreadsheet" and Cause IQ begins processing your export.
Step 8
Download 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.
Step 9
Load your new records into your CRM
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:
CSV upload tool (part of the Data Enrichment Add-on)
Salesforce integration (part of the Data Enrichment Add-on)

Here's a sample CSV file that contains organization and personnel records:

CSV file containing organization and personnel records

Pro tip: Set the details that matter to you as your export column defaults

Once you identify the Cause IQ fields that matter to you and your company the most, we suggest that you set them as your organization column defaults. This way, every time you're ready to export records in bulk, Cause IQ has the information that's most relevant to you preselected. Once you find the information that you want to export, click the "Set these columns as defaults" checkbox and Cause IQ will include the selected fields as columns in all of your future exports. You can always change your default selections.

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.

Create new records in Salesforce

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:

Interested in Cause IQ's Salesforce integration?

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.

Download organization details in a tabular format

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:

Looking to download personnel records?

Please note that you must use Cause IQ's "Export" tool to download personnel records from the website.

Export organization and personnel details Salesforce integration: Setup and creating new objects Deduplication: Exporting only new people and organizations Levels and functions of key personnel Search "Table" view Upload CSV spreadsheets to create lists Manually create lists of organizations

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