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How to bulk extract contractor/client data

Katerina Kravva - Symmetrans 7 months ago in Home Portal / Classic Projects with CAT integration updated by Bartosz Budzyński 7 months ago 1

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

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.