- Open Advanced Find and create a query (against the Contact entity in this case).
- Use the Edit Columns feature and add all available fields by going to "Add Columns" and choose the "Select All" checkbox which selects every field.
- Run the query and export the data to Excel.
- Open the Excel spreadsheet and copy the first row which contains all the column names (the CRM fields).
- On a new spreadsheet go to the Edit menu and choose "Paste Special". On the pop-up menu that appears check off the "Transpose" field. This will convert the columns to rows. Voila!
Thursday, May 3, 2007
Export CRM form field names
I recently had to export all the CRM form field names for a particular entity for a data mapping exercise. I needed the actual display names instead of the attribute schema names. I had to do all this through the front-end application since I didn't have access to the database. This is what I did:
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