Data Files Included in Data Extract
- Companies.csv:
- Contains a single data row for each company defined within your Prophet database. Each row contains both the values in the company standard fields, your custom defined fields, as well as ID fields which identify related records contained within other data files: such as Notes and Primary Contact.
- CompanyContacts.csv
- Contains a single data row for each contact associated with a company. A company can have multiple contacts associated with it and a contact can be associated with multiple companies.
- CompanyNotes.csv
- Contains a single data row for each auto-generated and manually created note associated to each company. A company can have multiple associated notes but a note can only be associated with a single company.
- ContactNotes.csv
- Contains a single data row for each contact that includes all the notes either auto-generated or manually created. A contact can have multiple notes associated with it but a note can only be associated with a single contact.
- Contacts.csv
- Contains a single data row for each contact defined within your Prophet database. Each row contains both the values in the contact standard fields, your custom defined fields, as well as ID fields which identify related records contained within other data files: such as Notes.
- Opportunities_”TemplateName”.csv
- Contains a single data row for each opportunity defined within your Prophet database. Each row contains both the values in the opportunity standard fields, your custom defined fields, as well as ID fields which identify related records contained within other data files: such as Notes and Contacts. Since versions of Prophet can have multiple Opportunity templates defined with differing custom fields there is a single Opportunity data file created for each template.
- OpportunityAttachments.csv
- Contains a single data row for each attachment associated with an opportunity. An opportunity can have multiple associated attachments and an attachment can be associated with multiple opportunities.
- OpportunityContacts.csv
- Contains a single data row for each contact associated with a opportunity. An opportunity can have multiple contacts associated with it and a contact can be associated with multiple opportunities.
- OpportunityNotes.csv
- Contains a single data row for each auto-generated and manually created note associated to each opportunity. An opportunity can have multiple associated notes but a note can only be associated with a single opportunity.
- OpportunityProducts.csv
- Contains a single data row for each product line item associated with an opportunity. An opportunity can have multiple products associated with it and a product can be associated with multiple opportunities. A product can also be associated with a single opportunity multiple times.
- Users.csv
- Contains a single data row for each defined user in the Prophet database.
Data File ID Associations
Feel free to reach out to the Avidian Customer Success Team at [email protected] for additional information or to request a quote for Data Extraction Services.