export data from creatio daily with performing operations on data
I want to export creatio contacts data on a daily basis to specific location
I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location.
I don't know how to export data after converting them to uppercase
Like
The latest version of the Excel reports add-on in the marketplace has a process element to generate excel files. https://marketplace.creatio.com/app/excel-reports-builder-creatio
You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export".
However, you could also read the data from Creatio via OData and write it to files somewhere as well.
Ryan
The API is very powerful as well. There is also a product called Starfish that can work. Depends on your level of expertise. We use both.
Is it possible to make automated process to export contact data on a daily basis without using marketplace products?
Ryan Farley,
After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?