How to bulk extract contractor/client data

4 weeks ago in Home Portal / Classic Projects with CAT integration • updated by 3 weeks ago • 1

How can I bulk extra contractor/client data such as name, VAT number, contact details etc?

Vote

Hi Katerina. There are multiple ways to achieve that result:

Create a Smart View with the columns you wish to export. Then, click the "Export" button in the top-right corner, select the format you need, and that's it. You might need to repeat that operation on each scope (so for Clients, Contact Persons etc.).
If you're working on the integration, the same can be achieved using the Browser API in the XTRF Home Portal API.