Keap to CSV

Automatically Export & Sync Keap Data to CSV

Keap
a black arrow pointing to the right
CSV
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

Companies
Contacts-Alltime
Contacts-Last X days
Date Rangable
Opportunities
Filterable
OpportunityStagePipeline
Orders-Last X days
Date Rangable
Subscriptions
Products
Transactions-Last X days
Date Rangable

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Keap.

If you only need to export your data one time, check the website of Keap to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Keap.
Keap offers a marketing and sales platform for small businesses.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Cloud Required

Flatly is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage.  You can easily download your CSV from your cloud using that cloud's download option.

Comma-Separated Values (CSV) files are simple, versatile, self-contained databases.

Formatos de archivo

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Keap from the Data Source dropdown and CSV from the Data Destination dropdown.

Step 2

Authorize Keap with your credentials using the flow.

Step 3

Authorize CSV with your credentials using the flow.

Step 4

Select your Data Set from the 9 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

Fuentes de datos ampliadas

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