Generate custom reports of organization and personnel records, create new Salesforce records, and download organization details in a table
In this help article...Most Cause IQ users want to get the data that's relevant to them out of the Cause IQ website. This way, they can share their findings with colleagues and load the information into their systems (e.g., CRM, marketing automation software). Cause IQ has multiple purpose-built features to help you easily download pertinent information in bulk. You can use:
Here's a video highlighting how you can use Cause IQ's export tool to generate bulk reports of organization data and contacts:
Cause IQ's export tool allows you to generate custom CSV files containing organization and/or personnel records. If you use a CRM other than Salesforce, generating a CSV export in Cause IQ is the easiest way for you to retrieve relevant data that you want to load up into your CRM. Here are the general steps:
Either create a new search for a desired target market, load a saved search, or open a list (from scratch or an uploaded CSV file) in the search interface. To open a list of specific organizations, you just need to add a My saved lists filter from your search filter sidebar and choose the appropriate list's name.
Select the "Export" tab from the search interface to access the export tool.
In the "What" step of the export process, choose "Organization details" if you're looking to export just organization records from Cause IQ. If you want your CSV file to have personnel records, choose "Personnel, with organization details."
If you have the Salesforce integration enabled, you need to select the "CSV spreadsheet file" box in the "CSV or Salesforce" section. All other customers will automatically have exports generated as CSV files.
The "Which records to include" section lets you exclude both organization and personnel records that you've previously exported from Cause IQ (you choose to remember exports for future deduping in the "Remember exported records" section). You can:
Choosing to dedupe previously-remembered exports helps you only to export records that are new to your CRM and is helpful when you're exporting information from multiple searches that have overlapping results.
If you're looking to exclude records that you have in your systems that are from data sources other than Cause IQ, you can use our CSV upload tool to match the records and create a list. With the list created, you then can add a My saved lists filter with an exclude method to your target search. Doing this removes all the organizations that belong to your list from your search. Check out this article for more details on the CSV upload tool.
In the "Personnel" step of the export process:
Pro tip: Choose to "Preview" your matching personnel, so you can check to make sure you're exporting the right type of contacts and see how many personnel records your CSV file will contain.
You choose the organization information and the contact information (when doing a personnel export) in the "Columns" step of the export process. To choose the desired fields, click the "Change columns" button on the right, find the desired columns by keywords or subcategories, and select "Add column". Please note that all reports generated with Cause IQ's export wizard have a limit of 100 columns per report.
In the "Confirm" step of the export process, we suggest you that you review the information your CSV file will contain. Once you've confirmed that everything looks good, select "Create spreadsheet" and Cause IQ begins processing your export.
Once Cause IQ processes your export, you can download the CSV file directly in the website from the blue pop-up notification. Additionally, your file is available to download from your dashboard and Cause IQ emails you the file.
Now that you have your bulk export report, you can share your findings with colleagues, load the information into your CRM or marketing automation tools, work with the data in Excel, etc.
Once you identify the Cause IQ fields that matter to you and your company the most, we suggest that you set them as your default columns. This way, every time you're ready to export records in bulk, Cause IQ has the organization information that's most relevant to you preselected. Once you find the information that you want to export, click the "Set these columns as defaults" checkbox and Cause IQ will include the selected fields as columns in all of your future exports. You can always change your default selections.
If you're changing the columns regularly for your export reports, Cause IQ has a feature that allows you to quickly choose the columns that you've recently-used. After selecting "Change columns" in the "Columns" step, you'll see a history icon tab to the right of the search spyglass icon. Once you click the tab, you'll see the last five recently-used sets of columns that you've used in your exports and the date that the columns were last used. To choose a group of the recently-used columns, just click on the field names and those columns will replace what's currently selected in the "Selected columns".
If you're exporting personnel records, Cause IQ automatically loads the settings from the "Personnel" step with the selections from your most recent export. This way, if you're generating multiple exports, you won't have to change them every time.
For Cause IQ's customers using the Salesforce integration, the process of creating new records in your Salesforce instance is very similar to the steps above. In the "What" step of the process, make sure you select "Salesforce" under the "CSV or Salesforce" section to tell the system you want to export directly to your Salesforce.
When configuring Cause IQ's Salesforce integration, you choose to map your Salesforce fields to corresponding fields in Cause IQ. Since this is done beforehand, there's no need to select the information that you want Cause IQ to export to Salesforce. To make sure duplicate records aren't added to your Salesforce, Cause IQ respects your internal Salesforce deduping rules and has built-in Salesforce deduping.
After you review your Salesforce export selections, select "Start Salesforce export." Once your export finishes processing (please note that it takes longer to process Salesforce exports than to export to a CSV file) Cause IQ provides a CSV file that summarizes your Salesforce export. The file gives you information on the new records that were created and any that were deduped. You can download the file from the blue pop-up box or from your dashboard. Here's a screenshot of the "What" step that shows you where you choose to export directly to Salesforce:
If you're using Salesforce as your CRM and are interested in learning more about the integration, feel free to check out this help article, and if you want to connect with a member of the Cause IQ team, please reach out to us from the orange chat widget at the bottom-right of the screen.
Cause IQ's table tool lets you easily compare data points for a given search segment. The tool has a built-in download feature that allows you to quickly generate an Excel file of relevant quantitative and qualitative organization information. You can use these Excel files to share your findings with colleagues and further analyze the relevant information. After you've either created a new search, loaded a saved search, or opened a list (from scratch or an uploaded CSV) in the search interface, click on the "Table" tab to access the table tool.
You can add most organization information to the table tool as a column. To download the organization information to Excel, click "Download table" and access the file from your computer's downloads folder.
Here's a look at where you can download organization information from Cause IQ's table tool:
Please note that you must use Cause IQ's export tool to download personnel records from the website.
If you would like to get in contact with Cause IQ to ask questions, share ideas, or to schedule a one-on-one web training, the easiest way to contact the Cause IQ team is from the orange-chat widget that you'll see at the bottom-right of this help center page and within the Cause IQ website.
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