Is it possible to schedule data exports from Zoho CRM
Hi there,
I'm interested in setting up scheduled exports of data from specific modules in CRM, namely Contacts, Accounts and Potentials.
I can manually export all of the data I need, but I'd like to be able to automate the process to occur on say, a daily/weekly basis.
Is there any way to make this happen?
One thought I had was to create a Report containing all of the data I require and setting up a scheduler, but fields such as Account ID, Contact ID etc. are not included in reports, and I need these.
Could this be accomplished using the developer API?
Thanks for any help or advice.
Regards,
Chris