topic Re: Export Contact Record and Related Object Records in DemandTools

Export Contact Record and Related Object Records

mastrogr — Tue, 28 Nov 2023 17:41:23 GMT

I am attempting to export a specific contact record through DemandToolsV (v5.31.0). When exporting this contact record information I would like to export any related object records (I.E. opportunities, assets, campaigns, etc) tied to the specific contact ID. Is this possible? Also, does MassEffect accomplish this? Is it a separate product?

Re: Export Contact Record and Related Object Records

AnthonyValidity — Wed, 29 Nov 2023 16:35:29 GMT

Hi @mastrogr,

To export the related objects associated with those contact records, you would have to run your initial contact record export through the Match module for reach related object.

Going to the next step will bring you to the preview screen where you would then export.

Regards,

Re: Export Contact Record and Related Object Records

mastrogr — Fri, 01 Dec 2023 17:47:03 GMT

This is certainly one way to do it. However, it would be daunting to repeat these steps for X amount of related objects.

Re: Export Contact Record and Related Object Records

AnthonyValidity — Mon, 04 Dec 2023 14:47:30 GMT

Hi @mastrogr ,

This is the only way we currently have to pull all related objects. You could bundle these scenarios together to run them again in a scheduled job (but without activating). This would be helpful if you're running this more than once.

Regards,