Follow these steps to access the CRM Export Report
1️⃣ Go to the Activity section
2️⃣ Use the available filters:
All actions: Select "Export companies to CRM" or "Export contacts to CRM".
All users: You can choose which user performed the specific action.
Date: Choose the date range you want to review (e.g., today, last week, last month, etc.).
After applying these filters, a list of all performed exports will be displayed clearly.
In this list, you can easily identify:
Who executed the export (the name of the user who performed the action).
The number of companies/contacts exported, and how long ago the export took place.
3️⃣ Click on the sheet icon.
4️⃣ Click on the dropdown menu to view the detailed report for companies or contacts.
✅ Created new contacts
Indicates that 1 new contact was successfully created in the CRM.
✅ Updated contacts that already existed in CRM
Shows that 634 existing contacts were successfully updated in the CRM.
⚠️ Found duplicate contacts
Appears because the system identified 2 duplicate contacts.
⚠️ Weren't able to associate company to contacts
Indicates the system couldn't associate a company with 10 contacts, leaving these contacts without an assigned company.
⚠️ Companies that have the same CRM ID
Shows that 8 companies share the same CRM ID, potentially causing issues or confusion in the system.
❌ Found companies with create conflicts
Informs you that conflicts were encountered when trying to create 10 companies. This may be due to data errors or duplicate records.
Hover over the emoji next to each category to:
Open the table:
This lets you view the data table.Open the CRM:
Click to access the records directly in the CRM.
If you hover over the action icon next to each category:
Open the table:
This lets you view the data table.
Open the CRM
-Click to directly access the records in the CRM