Data portability

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.


Data synchronization

Several connectors with third-parties enable Agendize to export data (eg: CRM entries, appointment activity) in a continuous way:


Exports

Automated exports

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:

  • synchronously, using watchers mechanisms, so that each event is propagated to a third-party system as it occurs ;
  • on a one-time basis, when playing an export script (script examples are shared in our forum).