Move ProMax historical CRM data through SFTP
Route approved ProMax historical CRM extracts into your storage workflow over SFTP. Couchdrop handles the file-transfer step using the recipient arrangement enabled for the export.
Category
Type
Integrate ProMax Historical CRM Extracts with Couchdrop
How it works
Receive historical CRM data exports from ProMax over SFTP and save them directly to your connected cloud storage.
Couchdrop provides a secure SFTP endpoint for receiving the files, eliminating the need to manage your own SFTP server. Once delivered, files can be automatically organized or forwarded to other systems using Couchdrop automations.
Capabilities
- Receive historical CRM exports over SFTP
- Store files in any supported Couchdrop storage destination
- Automatically organize, rename, or forward incoming files
Getting started
- Request a historical CRM extract from ProMax and confirm SFTP delivery is available for your export.
- Connect your preferred cloud storage to Couchdrop.
- Create a Couchdrop SFTP user and share the connection details with your export provider.
- Test the transfer and confirm the exported files arrive in your storage folder.
More info
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