IBM Business Analytics

Hi, we are looking into overlap across 100+ site client.  Do you know of a way to automatically export all site contacts with the site ID the key and the roles in columns with name and email?

To export all site contacts across 100+ clients with the site ID as the key and the roles in columns with the name and email, you can follow these steps:

1. Automate Data Extraction:

• If you have access to a centralized database or CRM where all client sites and contacts are stored, you can query this database to export the data.
• You can use SQL or a database management tool to create a query that pulls the site ID, role, name, and email for each contact.

Example SQL query:

sql
Copy code

SELECT 
    site_id, 
    role, 
    name, 
    email 
FROM 
    site_contacts;

2. Use a Script or Automation Tool:

• If the data is stored across multiple systems, you might need to write a script (e.g., in Python) that logs into each system, extracts the relevant information, and compiles it into a single file.
• You can use libraries like pandas for data manipulation and openpyxl or csv to export the data into Excel or CSV format.

Example Python script:

python
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import pandas as pd

# Example data structure
data = {
    'site_id': ['001', '002', '003'],
    'role': ['Admin', 'User', 'Moderator'],
    'name': ['John Doe', 'Jane Smith', 'Mike Johnson'],
    'email': ['john@example.com', 'jane@example.com', 'mike@example.com']
}

# Convert to DataFrame
df = pd.DataFrame(data)

# Export to Excel
df.to_excel('site_contacts.xlsx', index=False)

3. Using CRM or CMS Export Functionality:

• If you are using a CRM like Salesforce, HubSpot, or a CMS like WordPress, these platforms often have built-in export functionalities.
• You can set up an export that includes the site ID, contact name, email, and role, then automate this process using tools like Zapier or Integromat.

4. Data Aggregation and Formatting:

• Once you have all the data exported, you can aggregate it into a single file with columns for site_id, role, name, and email.
• If the role needs to be split into different columns, you might need to pivot the data using Excel or a tool like Power BI or Google Data Studio.

5. Automation via API:

• If the platforms you're working with provide APIs, you can write a script that calls these APIs to pull contact data for each site and export it to your desired format.

6. Export and Formatting:

• Once the data is extracted and aggregated, use tools like Excel or Google Sheets to format the data. You can create a pivot table or simply arrange the data with site IDs as keys and contacts listed with their roles in separate columns.

This approach will automate the process and save you time, especially when dealing with large datasets across multiple sites. If you need further details on any specific step, feel free to ask!