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Can anyone show me how to export the project profitability report to a .CSV file so I can upload to Salesforce? When I do it manually the fields don't map correctly.
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Replying to:
maggiejstrand
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βDecember 02, 2023
03:26 PM
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Can anyone show me how to export the project profitability report to a .CSV file so I can upload to Salesforce? When I do it manually the fields don't map correctly.
Fields needed: project, customer and income spanning Jan 1 2020-Dec 2 2023
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