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Company Information (Exporting Your Data)

TurnLink allows you to export data in a variety of ways. If you are looking to export company lists, details from company overviews such as audits, or create various shipping exports you can do so via Companies > Export:



The 'Filters/Results' tab functions like Advanced Search, allowing you to filter for the specific company list you want to export:



Use the 'Options' tab to select the export 'Type', as well as the information you want included: 

Types Include: 
  • Company Attributes (detailed company list)
  • Company Placements (detailed company list with current products carried audit data)
  • FedEx Ship Manager
  • FedEx.com
  • UPS WorldShip
  • UPS.com
  • USPS.com
Once the 'Type' has been selected, you may see the 'Report to Create' dropdown. It will default to the most recent export you created so you do not have to rebuild it. Choose 'New : Using Selected Options'  to build a new export, and select the information you want included. For example, the 'Company Attributes' export allows you to select: 
  • Fields to Include (basic company details such as address, phone number, and contacts)
  • Distributors to Include
  • Tags to Include
  • Reps to Include
  • Regions to Include
Note: If you run the same report frequently, the 'Options' tab allows you to save your options, and pull up your previously saved options, via the 'Saved Options' dropdown menu.

 

Once the information you want included in your export as been selected click 'Go'.

This takes you to the 'Companies' Tab where you can move any companies you do not want included to the left 'Do Not Include' mover box. Once done, click 'View': 



Note: if you have more than 2,500 companies they will be paginated. You can click 'View All' or 'View Selected'. Viewing in smaller batches will increase the speed the report is generated. 

Your report will appear on the 'Report' tab where you can view it within TurnLink and Export it: 



The status of the report creation will be output but you can also do other things and download it once finished by clicking on the download icon on the top and then 'Reports' to find the report you created and save it:


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