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Export

Export community relationship (CRM) data from PEARS as an Excel workbook.

The Community Relationships (CRM) export generates an Excel (.xlsx) workbook containing your contact records and their interaction history. The export includes contact details and interactions across multiple worksheets.

Getting Started

To export community relationships, navigate to the Community Relationships (CRM) list under the Engage menu and click the Export button. The export includes all contacts matching your current filters.

Screenshot: The Community Relationships list view with the Export button highlighted and active filter options visible above the contacts table

TIP: Apply filters before exporting to limit the results to a specific unit, category, or search term. Large exports are processed in the background and you will receive an email when the file is ready to download.

Workbook Structure

The export workbook contains the following worksheets. Data can be linked across worksheets using the person_id column.

  • Codebook — Describes each column in the workbook and provides notes about the exported data.

  • Contacts — One row per contact with fields including name, title, email addresses, phone numbers, mailing address, organization, linked partners and their roles, demographics (gender, age, race, ethnicity), categories, communication preferences, social media links (Facebook, X/Twitter, and Instagram), and custom data.

  • Interactions — One row per interaction, including the contact(s) involved, the PEARS user who created it, the interaction date and time, duration, communication method, site, partners, action plans, program areas, who can view it, and notes.

NOTE: The Contacts worksheet no longer has site or unit columns. Site was replaced by the free-text organization field, and contacts no longer carry a unit. See Add a Contact.

NOTE: The export respects your access to each contact. A contact you can only see at the Minimal tier still exports as a row, reduced to the fields that tier shows — its email and phone export as a mask rather than a blank, so a concealed value stays distinguishable from a missing one. See Contact Permissions.

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