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Exporting Stakeholders
Exporting Stakeholders

Quick overview of how to export stakeholder records.

Katie Kinder avatar
Written by Katie Kinder
Updated over 4 months ago

To export your stakeholder records:

  1. Go to Stakeholders

  2. 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.

  3. Click on Export in the top right of your screen:

  4. Your records will now export in an .xlsx file format and save locally to your computer.

  5. 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

  • Mobile Phone

  • Work Phone

  • Home Phone

  • Email

  • Website URL

  • Tags

  • 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.

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