I’m trying to import all of our parties into PipeDrive. PipeDrive needs them sorted into a csv of organizations, and a csv of contacts.
For us, this should be feasible simply by filtering “parties which have no parent” (= organization) and “parties which have one parent” (= contact). I’m not sure if this filtering can be made directly in Tryton, but at the very least, if I could export a csv of all parties with a column for the ID of their parent, I could then to that filtering in a spreadsheet and produce the two required csv.
In the export feature, I have found how to include all relations in the csv, but they appear on separate rows under a party. Is there a way to have the party name and its parent ID as two columns of the same row?