How can I export data to a csv file?

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Hello, I'm working on a project that require data to be exported from the crm to a csv file. This process should be executed whenever a new record is created or an existing record has a status change (custom entity).

Using Campaign as an example: If a new Campaign is created or an existing Campaign status change from active to inactive I would need a new csv file of all of the active Campaigns.

I was thinking that I would save a view in dynamic crm and in a c# plugin that I am creating call that view and export the results to csv. However, I am new to crm and not sure if this is even possible. Is it? If it is what steps (pseudo code) would I take in the plug in to accomplish this? Is there a a better way? Any help would be appreciated, thanks!

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Nick.Doelman 1,947 Most Valuable Professional on at

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The plug-in idea could potentially work, but would be clunky and would take a while to develop. If you are "on-prem" you could do something in SQL SSIS to read from the filtered views (this is supported as you are just reading data from SQL and not modifying it) and dump to CSV files on a schedule.

The best would be to utilize 3rd party data integration tools that could be setup in minutes to accomplish this task. Check out http://www.kingswaysoft.com/ or https://www.scribesoft.com/ These would work with CRM Online as well, what you spend on licenses would pay for your time very quickly.

Cheers

Nick

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Tim Dutcher 2,100 on at

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Your question is tagged as "CRM Online", so I'm assuming that's what you're using. Is this correct?

There are lots of ways to produce a csv file from CRM data. But I have some questions before I'd recommend a solution.

1) Do you need to produce the csv near real-time when a change is made to the CRM record(s)? Or would it be ok for scheduled job to run to create the csv, perhaps once per day?

2) Do you already use or are familiar with an ETL-type of tool such as Scribe or KingswaySoft?

3) Is another system picking up the csv file to process it? Does that system have an API that you can call instead?

4) Where does the csv file need to go once you've constructed it? Local file folder? Cloud storage location?

5) Can you write .NET apps?

You could buy or license an ETL tool, but question #4 is important because Scribe Online, for example, might not be able to create the file in the needed location due to your company's network security constraints. So it would be good to know that answer as well as the others.

-Tim

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Community Member on at

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The better way for exporting from the CRM to a CSV file is to use 3-rd parties services like KingswaySoft or Scribe.

Moreover, I`d like to add one more service - Skyvia. It`s a cloud-based solution for no-coding integration which needs minimal configuration and only a web browser to be accessed from anywhere.

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Hi there,

Try an automaded data migration service Data2CRM. It allows you to move any kind and amount of data from your CRM directly to CSV file. The service also saves relations between records.

Try to transfer some amount of your data into CSV/Excel files to see how the system works by running a Demo Migration. It’s free and your can do it as many times as needed.

I hope my answer will help. Good luck!

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