---
schema_version: "1"
id: 6ecaf348c23c13424a60e84f105fbd3a62495f05d2a2222d8bb4ec8d33304cff
title: Export Vendor Records to Your Salesforce Org and View Vendor Record Updates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_partner_export.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_partner_export.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f5b684474489fe88a6bbb5ce604600ad24f48054f461cadd71a6ba15af7ec6d
description: Partner Connect lets partner users export a vendor’s leads or opportunities from the vendor’s Experience Cloud partner site to their own Salesforce org. If the feature is configured, partner users also get a read-only glimpse of how the record is progressing in the vendor's system. If the admin with the vendor company gave users permission to create and customize list views, partner users can also add the Export Status field to Lead and Opportunity list views.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Export Vendor Records to Your Salesforce Org and View Vendor Record Updates

Partner Connect lets partner users export a vendor’s leads or opportunities from the vendor’s Experience Cloud partner site to their own Salesforce org. If the feature is configured, partner users also get a read-only glimpse of how the record is progressing in the vendor's system. If the admin with the vendor company gave users permission to create and customize list views, partner users can also add the Export Status field to Lead and Opportunity list views.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales or Service. Vendors must purchase a <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a> for the partner admin user and each partner user who exports records. Partners aren’t required to purchase PRM licenses to use Legacy Partner Connect.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7271e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7271e52 ">To export records from a vendor org to an authorized partner org: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7271e52 ">Export Vendor Records to an Authorized Partner Org (in the vendor org)</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7271e52 ">To create and customize list views on the vendor's Experience Cloud partner
              site:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7271e52 ">Create and Customize List Views (in the vendor org)</td>
          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/images/icon_tip.png)

Tip Try adding the Export Status field to your Lead and Opportunity list views. The field shows these export statuses: Exported, Not Exported, Export In Progress, or Export Error. If you can't add the field to your list views, ask the Salesforce admin at your vendor to assign you access.

1. Log in to your vendor’s partner site.
2. Go to the page that contains the records that you want to export. Depending on your vendor's settings, export is available for leads, opportunities, or both.
3. Select the records that you want to export. You can export up to 200 records at one time.
4. Click the Export to My CRM button.
    
    ![Export to My CRM button on the an opportunities list view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_pc_export_button.png)
    
    After records are exported, we send an email to the Partner Connect admin at your company that confirms which records were imported to your Salesforce org. After a record is imported, only users in the partner org can edit it. If vendors decided to continue sending and receiving record updates, a read-only connected external lead or opportunity is also created. That record represents the vendor's version of the record.
5. To view the vendor’s version of the record, log in to your Salesforce org and open any imported lead or opportunity. The Connected External Lead or Connected External Opportunity related list shows the read-only version of the vendor’s record.
    
    ![Connected external opportunity related list on an imported opportunity](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_pc_cnctd_extl_oppty.png)
    
    Sometimes vendors decide not to share updates for all fields on a record, even if the field was included during export.

#### See Also

- [How Legacy Partner Connect Helps Vendors and Partners Integrate Shared Business](https://help.salesforce.com/s/articleView?id=slack.prm_pc_overview.htm&release=264.0.0&type=5 "Vendors and partners already work together to sell complementary products and services. Why not incorporate technology that makes collaboration easier? Partner Connect lets vendors and partners automate lead and opportunity management between their Salesforce orgs to save time, collaborate transparently, and increase revenue.")
- [How Legacy Partner Connect Exports, Imports, and Integrates Records Across Orgs](https://help.salesforce.com/s/articleView?id=slack.prm_pc_overview_how_biz_tracked.htm&release=264.0.0&type=5 "Learn about how Partner Connect lets vendors and partners work on shared leads and opportunities independently while still providing cross-org visibility into how each record is progressing.")