Export Member Data

Export Member Data

This article shares how to download all your member data, including all contact info and custom attributes to back up your data and do additional data analysis.

How to Export Your Member Data: Step-by-Step Instructions
1. First, login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Within your member library, click the "Export Data" button at the top of the screen.



Open the CSV file using Microsoft Excel, Google Sheets, or another spreadsheet program to view your member data.


    • Related Articles

    • Add a New Member

      This article shares how to add a new member to your library in PARTNER CPRM. To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library. How to Add a New ...

    • Customize Member Library Columns

      This article shares how to customize which attributes and data appear in the columns in your member library and change their order. How to Customize Columns in Your Member Library: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open ...

    • Add Secondary Contacts

      This article shares how to add secondary contacts associated with an ecosystem member in PARTNER CPRM. You must create a new member before you can create their secondary contacts. How to Add a New Secondary Contacts: Step-by-Step Instructions 1. ...

    • Assign Attributes to Members

      This article shares how to assign an attribute to multiple members in your ecosystem at the same time. Follow these steps: NOTE: You must create your custom attributes and members before you can start assigning them. You can also assign attributes to ...

    • Upload Multiple New Members

      This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...