Export your Account Mappings

How to save an Account Mapping in a .csv file

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago


You may want to export your Account Mappings and use the partner intel outside Reveal. This can be done by clicking the Export as CSV button:

Who can export the CSV?

Only a user with Partnership Manager or Admin role have the right to export the data as CSV.

Use Cases

  • Exporting as a spreadsheet allows you to upload your Account Mappings to a Google Drive for instance and then to include your Account Mapping data in a workflow.

  • You can pull in fields from your CRM to be displayed in the Account Mapping as columns and add filters to the view to customise the way you want to prioritise the data between you and your partner.

Still have questions about exporting your account mapping?

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