Data Handling

Data Handling

Import

Clients are able to import data in .csv format or add individual records as required. The importer is very easy to use and will highlight any misalignment of records and/or fields.

Export

All data can be exported on demand by the Client by selection. The export is in two forms. The standard export will export the contact detail of the selected criteria, or Smart Export will include any combination of sections for the selected criteria.

API

CCP can be linked to external databases, such as Salesforce or Microsoft Dynamics, via an API. The data can be updated incrementally according to the scheduler or fully synchronised.

More Features

"They are embedded within our organisation – part of our team. I know I can rely on them to go the extra mile – and they have done on many occasions."
Sharon Kennedy
Head of Client Relationships, Cranfield School of Management