Skip to main content
Table of Contents

Export & Import Flourish Data to Outfield

Outfield: Sales & CRM tool enhances productivity with route planning, customer management, analytics. Geolocation aids territory management.

Outfield is a field sales and CRM tool that boosts sales team productivity by optimizing route planning, managing customer interactions, and providing real-time analytics.

Check out the Flourish - Outfield Integration Overview.

Export Data to Outfield

The Outfield implementation team usually handles data exports during the onboarding process. But if you need to generate the exports yourself, follow the instructions below.

Where to Find the Reports

Navigate to: Analytics > Company Admin > Integrations > Outfield Imports

You’ll see three report tabs:

  • Outfield Contacts Import
  • Outfield Places Import
  • Outfield Product Import

Each tab has its own set of filters—adjust them based on what you want to sync with Outfield.

How to Export

  • For step-by-step instructions, refer to this guide: Export Data from Analytics
  • In short, select the relevant report tab and set your filters using the guidance below.
Here are the field-level filter recommendations. These are general guidelines that may be adjusted according to your data or business needs. If you have any doubts, please consult your Outfield implementation project manager.

Outfield Contacts Import
  • No filters are required. Export as-is.
Outfield Places Import
  • Set the Facility Type filter to Dispensary, unless you need to sync other types of facilities. Adjust based on what types of locations should appear in Outfield.
Outfield Product Import
  • Always filter by Facility. The report pulls from all facilities by default, so this is critical.
  • If you only want specific brands synced , apply the Brand filter too.
  • Consider adding the Ecommerce Active field if helpful. This is not required for import but, can provide extra clarity.
  • Filters like Ecommerce Active and Brand may also be configurable in the Outfield integration settings.

Import Data to Outfield

How did we do?

Flourish - Outfield Integration Overview

Contact