There are several ways for a company to extract contact activity in order to process it to a différent platform:
Synchronization with a third-party solution, so that each data is exported on the fly ;
Recurring or one-time exports.
Several connectors with third-parties enable Agendize to export data (eg: CRM entries, appointment activity) in a continuous way:
- Microsoft Dynamics
- ... or possibly our online connector to Zapier
Reports enable you to extract data in a recurring way, in a CSV or an Excel format. Exported data includes:
appointments list ;
forms responses ;
CRM manual export from the backoffice
Contact list can be exported from the backoffice to an Excel format, including: contact details, custom fields, tags.
Data export with the API
Our REST API can be used to finetune an export process meeting your requirements. The documentation is available at https://developers.agendize.com/.
The API enables you to extract contact data in the CRM, along with their activity. The exported data used JSON format.
You can choose to export: