Exporting Organizations with Linked Contacts

We are planning on using Insightly to manage our (snail) mailing lists. Is there a way to have the linked contact exported with the organization export? Had anyone else run into this?

Can the export fields be customized?

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  • Hi Kelly,

    Happy to hear you are considering Insightly. 

    When you export your contacts, we do include the primary linked organization by default but unfortunately not the other way around. At the current moment you cannot customize the export fields and so the linked contacts will not be included. 

    This is a valid request though and we have taken note of it and it will be taken under consideration.

    Again, thank you for your comment.

     

    --Insightly Engineering

     

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  • I've had the same problem. My company does a lot of snail mail so this is very time consuming to work around. I hope Insightly can make these changes a top priority! 

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  • Hi everyone,

    Just a reminder  -- When you come across a feature request that's important to you, vote it up. The more votes, the greater chance a request has to earn a spot on the product roadmap. Thanks!

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  • Bump. Could anyone having an issue with this please vote it up?

    Thanks!

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  • For me this feature would be interesting because I started introducing too many contacts when they were just leads. Now I want to clean it up and would be helpful to know those Organizations with no contact linked

     

    Thanks!

    Oscar

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  •  I have looked into the custom reports that can be created, but am still running into issues as you can't choose a specific tag. As it is, it just exports all of the organization instead of letting me weed out the ones I actually want. Help?

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  • @Kelly - You can export a subset of records by filtering the ones you want (using tags or custom filters) and then selecting those records > Click More > Click export. 

    Doing this export just the selected records. 

    I hope this helps!

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  • Right, but exporting it that way doesn't include the linked contacts. And that's very important for snail mailing.

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  • I would still like this to happen.

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  • @Kelly - Thank you so much for your feedback! We appreciate it!

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  • Any update on this request?

     

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  • Hi Nayeli,

    At this time we don't have any updates for this request. Its a great suggestion but is not on our current roadmap.

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  • We too would like this as a feature

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  • Is there an update on this request?  Very frustrating to not export contacts with organizations.

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  • Hi All,

    You can see which Ideas are being moved forward by going to our Ideas & Suggestions section, and using the "Show All" drop down, select Planned

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  • Any update on this?

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  • This please.

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  •  I also would like to see this. Up voting!

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  • This. It's really frustrating. Considering making a database from scratch in access because then at least i can print off what i want in a list for our sales team.

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  • This. 

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  • Voting

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