Content Comparison

1

Display the results of the search you want to add to your CRM export in the window. This can be a saved search or a new search.

2

At the top of the window, click either

• Save > Save for a new search or

• Save > Save As for a previously saved search.

Result: The Save Search menu is displayed.

3

In the Save Search menu,

• complete any required information and then check CRM Export.

• Click Save when you are done.

Result: The search is added to your CRM export list. You can view and manage your saved search including CRM export selections from the Manage Searches window, as described in the following section.

Tip: Projects that are selected for CRM export display the CRM export icon next to the project listing and on the project details page:

Note: The XML documentation includes a link to the schema and sample data for both the 1.2.1., 1.3 and 1.4 versions.

• CRM Integration XML Format Version 1.2.1 Administrator’s Reference

• CRM Integration XML Format Version 1.3 Administrator’s Reference

• CRM Integration XML Format Version 1.4 Administrator's Reference
  

CRM Integration CSV Format Administrator’s Reference