---
title: "Atlas CRM"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/526688/Atlas%20CRM"
format: markdown
---
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# Introduction

[Xporter for Jira Cloud](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) enables the export of data from [Atlas CRM - Customers & Sales in Jira](https://marketplace.atlassian.com/apps/1213313/atlas-crm-customers-sales-in-jira?hosting=cloud&tab=overview) (Figure 1 - 1).

[Atlas CRM](https://apps.avisi.com/apps/atlas-crm-overview) integrates customer data and Atlassian tools.

![Figure 1 - Atlas CRM](media://bc1b1960-73c7-4d43-ba10-1bf3d61c74eb)

# Installing Atlas CRM

## Via the Atlassian Marketplace

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> [Install the app](https://marketplace.atlassian.com/apps/1213313/atlas-crm-customers-sales-in-jira?hosting=cloud&tab=installation) directly from the Atlassian marketplace.
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> <span style="color: #111111">After the app installation, refresh the Integrations page (Figure 1).</span>

## Via the Jira Cloud Instance

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> <span style="color: #0d0d0d">To add Atlas CRM to an Issue,</span> go to *Filters* (Figure 2 - 1) in the top menu and then click *View all issues* (Figure 2 - 2).
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> ![Figure 2 - Issue](media://12b4eecb-2d81-4f0c-8caf-771d88bbc24b)
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> <span style="color: #0d0d0d">Choose the desired issue</span> (Figure 3 - 1), click the ellipsis button (Figure 3 - 2) and then select *Add apps* (Figure 3 - 3).
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> ![Figure 1 - Add integration](media://3dfc165f-a4ee-4cad-b840-33a9602ad3d9)
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> A new tab will open. <span style="color: #0d0d0d">Use the search bar to find the Atlas CRM integration</span> <span style="color: #0d0d0d">by typing "atlas crm" (Figure 4 - 1) and pressing enter. Once it appears, click it (Figure 4 - 2).</span>
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> ![Figure 4 - Add Atlas CRM](media://1e1396ad-f603-4a51-abb2-bd16ec56a26c)
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> The integration screen will open (Figure 5). Click the *Try it free* button (Figure 5 - 1) to add Atlas CRM to your Xporter integrations list, enabling you to use it.
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> ![Figure 5 - Try it free](media://12972798-2b67-400b-81fc-9bbe987bdf10)
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> > ℹ️ To add Atlas CRM to your Integrations list (not only to an issue), on the top menu, click *Apps* and then *Explore* more apps. You will land on the screen depicted in Figure 5. Follow the instructions from there.
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> <span style="color: #111111">After the app installation, refresh the Integrations page (Figure 1).</span>

## Using Atlas CRM

### Getting the List of Companies

You can export the list of companies from Atlas CRM in two ways:

- Via [iteration](https://docs.getxporter.app/space/XPORTERCLOUD/428318).
- Via [mapping](https://docs.getxporter.app/space/XPORTERCLOUD/558575) (the list of companies will be separated by a comma):

```
#{for Companies}
	${Companies[n].Name}
#{end}

Companies: ${Companies}

```

#### Example

Companies (Figure 6 - 1).

![Figure 6 - Atlas CRM Companies](media://1f129583-439e-407b-9d71-732ccb387631)

This translates to a Word document template (Figure 7) generated by Xporter for Jira Cloud.

![Figure 7 - Word template](media://0829053d-10af-4462-bc06-39765c1cd0b6)

### Getting the List of Contacts

You can export the list of contacts from Atlas CRM in two ways:

- Via iteration.
- Via mapping (the list of companies will be separated by a comma):

```
#{for Contacts}
	${Contacts[n].Name}
#{end}

Contacts: ${Contacts}
```

#### Example

Contacts (Figure 8 - 1).

![Figure 8 - Atlas CRM contacts](media://1275aa15-1c82-413d-b0c8-53d3065a8230)

This translates to a Word document template generated (Figure 9) by Xporter for Jira Cloud.

![Figure 8 - Word template](media://fb87e55d-2b63-4ab5-89fe-0bab09bbd031)

### Additional Mappings

You can also obtain the number of companies and contacts using mappings.

##### **Number of Companies**

```
${CompaniesCount}
```


##### **Number of Contacts**

```
${ContactsCount}
```


<details>
<summary>Support/Troubleshooting</summary>

If you have questions or technical issues, please [contact the Support team via the Customer Portal (Jira service management)](https://jira.getxray.app/servicedesk/customer/portal/2/user/login?destination=portal%2F2%2Fcreate%2F28) or [send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTERCLOUD/18251779/In-App+Chat+Support).
</details>