The export of reports directly to the CRM system is possible with:
- Microsoft Dynamics
- SAP C4C
We are working on further integrations. Let us know if you want to export reports to a different CRM system.
There is also the possibility to export reports to a excel table and import it to your CRM system afterwards.
For supported CRM system the direct export works like follows:
- You need to install the browser extension snapADDY Grabber for Chrome (Installation) and connect it to your CRM system. (Connect to CRM)
- Access the snapADDY Dashboard www.app.snapaddy.com and log in with your user credentials. Click on "VisitReport" and "Reports".
Click on the arrow by the report you want to export and choose your CRM system.
snapADDY Grabber opens. Click on save to export the report to your CRM system.