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This section contains the following topics and links to CRM documentation:
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About the Insight CRM Export Service
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Managing Your CRM Searches in Insight
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CRM Administrator's Reference Download
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the Insight CRM Export Service
The Insight CRM export service data feed is available in both XML and CSV formats. To initiate scheduled CRM export searches, set up the project search criteria that you want to use from the Project Search page and save the search as a CRM export.
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Note: Recently Updated Projects first selected appear in your export the next scheduled feed, typically the next day. After that, projects are included only when there is a significant update to the project. When creating searches, the expectation is to have bulk projects exported if Projects extends after 24 hours (Most Recently Updated). Also, your system administrator can provide you more information about the frequency of the CRM export feed.
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Managing
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Your CRM Searches in Insight
This section contains information about adding, removing and verifying your searches for CRM export.
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Adding a
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Search to
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Your CRM
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Export from the
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Search Results Page
To add a search to your CRM export,
1 | Display the results of the search you want to add to your CRM export in the window. This can be a saved search or a new search. |
2 | At the top of the window, click either
Result: The Save Search menu is displayed. |
3 | In the Save Search menu,
Result: The search is added to your CRM export list. You can view and manage your saved search including CRM export selections from the Manage Searches window, as described in the following section. Tip: Projects that are selected for CRM export display the CRM export icon next to the project listing and on the project details page:  |
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Adding and
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Removing CRM
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Export from Your Saved Searches
To add or remove CRM export from any of your saved searches,
Click your account name at the top of the window and then select Manage Searches.
In the Manage Searches window, check the box for the search in the CRM Export column to add or remove CRM export from the search.
Note: Projects that are part of a CRM export display the CRM export icon next to a project listing and on the project details page.
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Adding
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Individual Projects to
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Your CRM
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Export
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List
To add projects to your CRM export list,
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Result: The selected projects are added to your CRM export queue.
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Verifying
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Projects Selected for CRM
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Export
To verify that an individual project is selected for CRM export,
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Note: To remove a project from your CRM export, select the project and then click Remove from CRM Export.
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CRM Administrator's Reference
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Download
The Administrator's Reference for both the XML or CSV formats contains a comprehensive description of the file and file structure. Included are descriptions of the data structure, field descriptions and values, database sizing requirements, and the file download procedure.
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Note: The XML documentation includes a link to the schema and sample data for both the 1.2.1., 1.3 and 1.4 versions. |
CSV |
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You can set up the ConstructConnect Web Services to create customized data extractions from the ConstructConnect database. These services query project, company and document data and return the response to your data interface at specified intervals.
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Need more information? For further assistance about working with CRM export integration, contact your sales representative or Customer Service.