CRM export status report

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Admin center > Settings > Reports > CRM export status report

The CRM export status report shows which Gong activities were exported to your CRM and which were not. It helps you understand why a specific activity wasn’t exported and suggests how to resolve the issue. You can generate this report for any supported CRM. Activities can take up to 24 hours after they are completed to be included in the report.

To generate the CRM export status report:

In the CRM export status report dialog box enter values for the following filters:
- Activity type: Select the activity types to include in the report. Generate separate reports for each activity type to reduce the size of the report.
- Timeframe: Choose the date range for the report.
- Statuses: Select the export statuses to include.
Click Email report to receive an email with a link to the report.

The fields included in the report are:

Column name	Description
Activity type	The type of activity. Available activities: EMAIL MEETING CALL
Gong activity ID	The ID of the activity in Gong
CRM ID	The ID of the activity in the CRM
Link	A link to the activity in Gong
Action	Describes the action in the CRM, options are: Create new activity Delete existing activity
Export status	The status for exporting the activity to the CRM. Values are: Failed Not set to export Success
Status reason	Describes why the export failed or why the activity was not set to export. Empty when the status is Success
Solution owner	Whether the customer or Gong are responsible for resolving the issue
CRM create date	The date the activity was added to the CRM
Gong create date	The date the activity was created in Gong. For recurring meetings, the date the meeting was set up For missing or historical calls and meetings, the date the activity was imported to Gong. There is no backfill date for emails.
Activity date	The date the activity is expected to occur: Calls: The date the call occurred Emails: The date the email was sent Meetings: The date the meeting is set for
Meeting setup date	For meetings, this is the date the meeting was set up. For calls and emails this is the same as the Activity date
Estimated activity end time	The estimated date and time the activity will end. Used for calculating ingestion time.
Associated accounts	CRM IDs of accounts associated with the activity
Associated contacts or leads	CRM IDs of contacts or leads associated with the activity
Participant user IDs	Gong IDs of the activity participants
Associated deals	CRM IDs of deals or opportunities associated with the activity

Handling activities that failed to export

This table explains what action you can take when an activity either fails to export or is not set to export:

Status	Reason activity failed to export	How you can fix it
Failed	Activity not associated with an owner	Add a call owner
Failed	Activity previously deleted and cannot be exported	No action
Failed	Association is for a different CRM type	The CRM objects the activity is associated with are from a different CRM than the one the company is integrated with. This may occur when companies move from one CRM to another.
Failed	Missing activity date	No action, it may be exported in a future export
Failed	Missing category tags, cannot process	No action, it may be exported in a future export. This is only relevant for emails. Gong is still processing the email and it will be exported once the email is processed.
Failed	Missing email body	No action. Emails without a body aren’t exported
Failed	Missing note content	No action. Notes without content aren’t exported
Failed	Missing sent date	No action, it may be exported in a future export
Failed	No call data available	No action, it may be exported in a future export
Failed	No CRM object association	Verify activity association. No action necessary if the activity shouldn’t be associated with a CRM object.
Failed	User not configured to export emails	To export the team member’s emails, go to the team member's page.
Not set to export	Association is not CRM-related	Verify activity association. No action necessary if the activity shouldn’t be associated with a CRM object.
Not set to export	Call not completed	Calls must have a status of COMPLETED to be exported. Other statuses include: SCHEDULED IMPORT_REQUESTED PURGE_REQUESTED PROCESSING_REQUESTED COMPLETED ABORTED CANCELLED PURGED NOSHOW INPROGRESS For more details, download the call status report.
Not set to export	Call still being processed	The call has finished, but Gong is still processing the call and it’s not yet ready to be exported
Not set to export	Email is associated with a workspace that is not marked for export	Go to your CRM settings page and add the workspace to the list of workspaces emails should be exported for: Export data as Salesforce tasks or events Sync emails to HubSpot Set Gong data to export
Not set to export	Item already exported as activityId={activity ID}	No action needed. Activity was already exported, for example if an email is sent to multiple recipients, it is exported once.
Not set to export	Known batch processing error occurred during export	No action, it may be exported in a future export
Not set to export	Only Gong Dialer calls are set for export	Calls from other telephony systems aren’t exported to your CRM. To export all calls go to your CRM settings page and select All calls.
Not set to export	Telephony system calls are not set for export	Calls from external telephony systems aren’t exported to your CRM. Only Gong dialer calls are configured to export. To export all calls go to your CRM settings page and select All calls.
Not set to export	Web conference calls are not set for export	To export web conference calls, go to your CRM settings page and select Web conference calls.