How to export People (contact name, info) and Organization (name, custom fields) in one report?

Does anyone have a workaround for this particular Pipedrive limitation?

I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset separately (People vs. Orgs) I'd love to know if anyone else has figured out a way to do this. Being able to filter by some of our custom fields and then have a dataset that shows at a glance both Org and People info is what we're ultimately after.

Answers

  • Lucas MAGNE
    Lucas MAGNE Posts: 106 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes

    Hi Allison,

    On the contact view, you can export the contact info but also the company linked to.

    After that, on excel you can filter those organization per alphabetical order (in order to have each contact person groups per company).

    Don't forget to add the columns of the company (name, address, ...)

    Is it a way that you are looking for ?


    I hope this explanation answers your question!

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

  • Thanks for that! Yes, I'd figured out how to resolve this in excel, I was hoping there might be some way to achieve the combined dataset directly out of Pipedrive. Makes sense that the excel option is the solution for now.