To export your stakeholder records:
Go to Stakeholders
Apply any required Filters, using the process outlined in this article, via the categories shown in the screenshot below:
Categories are: Incomplete data; Contact Details; Address; By Dates; People & Groups; Stakeholder Mapping; Interactions; Tags; Custom Field.Click on Export in the top right of your screen:
Your records will now export in an .xlsx file format and save locally to your computer.
Your data will be split into columns as follows:
StakeholderID
Type
Title
FirstName
LastName
Organisation Position
Organisation
CustomerID
ContactGroup - multiple contact groups will be split with a pipe delineator in the same cell
Mobile Phone
Work Phone
Home Phone
Email
Website URL
Tags - multiple Tags will be split with a pipe delineator in the same cell
Address Line 1
Address Line 2
City
State
Country
Postcode
Interest
Influence
Impact
Position
Criticality
Effort
Projects
About
Created By
No of Interaction
Any custom fields you have added
Please see the video below for a demonstration on exporting Stakeholders.