Exporting Opportunities and Opporuntity Notes

Hi

 

My sincere apologies if I've missed something obvious here, but I see not obvious linkage to match exported Opportunities with exported Opportunity Notes...which relates to which? I activated the Record ID thinking it might export an ID number to associate records, but that didn't work.

Many thanks

Mark

 

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Comments

4 comments
  • Hi Mark,

    Happy to jump in and help here!

    When exporting your Opportunity Notes, there will be a column titled "Opportunity Name" that indicates which Opportunity the respective Note belongs to. 

    Hope this helps!

    Cheers!

    Nate

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  • I apologize for the confusion. Unfortunately, the Record ID will not export at this time, you can vote for this option here.

    When you select to export your Notes, your data will be separated into different columns. Under column D or the fourth column you will be able to see the Opportunity Name, this should match with your exported Opportunities.

    Please note that only those Opportunities with Notes will be exported when you select to export your Notes.

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  • Hi 

    Thanks Nate and Nora. My client has got some duplicate Opp names so will resolve that and put process in place so this is always unique. To be honest though, record ID will always be nest way to match notes with corresponding record and I've voted for it as suggested.

    Thanks again for your assistance.

    Regards

    Mark

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  • Hi Mark,

    We have a solution for you!

    Sign up for a free trial at www.easy-insight.com, then connect the Insightly database to their data warehouse. When you create a report you can select the record IDs and any additional information you want tied to that record ID, then export the report to a CSV file. 

    I did test it out with the Opportunity ID, and it will associate any Notes you have to that specific record ID all in one row or group.

    Let us know how it works for you :)

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