Keap to Dropbox

Automatically Export & Sync Keap Data to Dropbox

Keap
a black arrow pointing to the right
Dropbox
Conjuntos de datos completos
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
No se necesitan instrucciones

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") 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.

Scopes

Flatly provisions and manages its own App Folder in Dropbox, which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Dropbox, or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your Dropbox.


Dropbox can store flat files in the cloud or automatically sync them to the desktop.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Flatly
Dashboard

Setup

Step 1

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

Step 2

Authorize Keap with your credentials using the flow.

Step 3

Authorize Dropbox 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

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