Billing Export

Stuartzn

Good day,

We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system.

However, when exporting to Excel, all products within a case are combined into a single line, making it impossible to use. I need a way to export them as separate line items without having to create a separate case for each billing line.

Is there a way to achieve this in Excel, or has anyone successfully done this through an API call? Any help would be appreciated.

Tony Xavier

Hi @Stuartzn,

When making the Product export from the Export Data section, you will be able to get a file for each row containing the product information as well as the information about the deal and the product attached to it. If a deal has more than one Product attached, it will be represented in their respective rows.

You can also customise the export by filtering it based on parameters like the Deal created date or Deal won date:

Additionally, you can also use the List products attached to a deal endpoint to retrieve the information of all Products linked to a deal by passing the Deal ID in the request. We hope this helps :)