How can I efficiently separate customer emails exported from ServiceTitan into Excel cells?

Introduction

Exporting customer emails from ServiceTitan into Excel can be tricky. This article shows how to make it easier.

Problem

When exporting reports to Excel from ServiceTitan, all customer emails for an account are placed in the same cell. This makes the data hard to use with other programs. How can this be fixed without manually editing thousands of records?

Solution

Workflow Summary

To separate customer emails into different cells in Excel, follow these steps.

Separate customer emails

1. In MS Excel, use the Text to Columns feature to split the emails into separate cells. For more, see Split text into different columns with the Convert Text to Columns Wizard.

2. If you have Marketing Pro, build your audience in the Audience Builder. For more, see Manage Marketing Pro Audiences.

3. Export that list to Excel. Each cell will contain one email address.