Applicable plans
Sprout Blossom Garden Estate Forest

Several organizations use a dedicated BI tool to visualize data and generate reports from multiple/various software tools that are used across an organization. Viewing such consolidated data on a single dashboard will provide the management with a clear picture of what’s happening in the organization. In order for this to work, relevant data from multiple business tools need to be exported and pushed into the BI tool for generating reports. 

The data export feature in the Freshsales Classic allows you to schedule the export of data and feed it into your BI tool either through a downloadable file or an API URL.

Scheduling an Export

In order to schedule a data export, 

  1. Login to the web application and on the left navigation bar, go to Analytics > Settings

  1. In the Settings page, choose the Data Export tab and click Create Export

  1. Give the Export a name and choose the module

  1. Choose the scheduling interval - monthly, weekly or daily. You can also choose the specific time and timezone

  2. Under Basic filters, using OR/AND filters, narrow down on the sales activity or record type that you want to choose. You can also choose to use Advanced filters.

  1. Click Apply and choose the fields under each sales activity or record type

  1. Under Receive At choose the type as API

  1. Click Schedule


Note: 
1) You cannot edit the settings for a data scheduler once it is created. 
2) Each export schedule is limited to 70 fields. 
3) A maximum of 5 exports schedules per module are allowed.
4) Only incremental data is provided in the export schedule. For historical data, a one time export through a report is to be taken.
5) If you don't have Analytics enabled in your account, please send an email to [email protected]