When you download the data from the CRM page, you have the option to include Tracxn company data in the download as well. Here's a step-by-step guide on how to do it:
Click on 'Export’ which will open the ‘Download Deal Flow CRM data’ page.
Expand the ‘Customise the output’ option.
Check the box next to 'Company details' to indicate that you want to include Tracxn company data in the download. You can also see the number of credits that will be charged for this addition.
Click on the 'Export' button to initiate the download.
The downloaded excel file will now contain an extra sheet containing Tracxn company information along with the CRM data.
Please note that there will be credits charged for exporting the company details along with the CRM data. The number of credits charged will be the same as the regular export (1 credit per company).
Please refer to this article for additional information on Downloading your Deal Flow CRM data to Excel.