Actions83
- Lead Actions
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- Opportunity Status Actions
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- Sequence (Automation & Bulk Actions) Actions
- Bulk Action (Automation & Bulk Actions) Actions
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Export (Automation & Bulk Actions) → Export Opportunities
AI-generatedOverview
This node operation allows exporting opportunities data from the Close CRM system. It supports exporting in different file formats such as CSV and JSON. Users can apply various filters and additional options to customize the export, including date formatting, selecting specific fields, including activities, smart fields, addresses, and custom objects. It is useful for bulk data extraction and reporting purposes.
Use Case Examples
- Export all opportunities in CSV format with original date formatting.
- Export opportunities in JSON format including related activities and smart fields.
- Export a limited number of opportunities with specific fields and receive a notification email when the export is done.
Properties
| Name | Meaning |
|---|---|
| Format | Specifies the file format of the exported data. Options are CSV or JSON. |
| Params (JSON) | Optional dictionary of filters used by the /opportunity/ endpoint to refine the export data. |
| Additional Fields | Collection of optional fields to customize the export output, including date format, fields to include, and flags for including activities, smart fields, addresses, custom objects, sending notification email, and limiting results. |
Output
JSON
id- Unique identifier of the export operation or exported data.status- Status of the export operation.format- The file format of the exported data (CSV or JSON).params- Filters and parameters used for the export.results- The exported opportunities data, structure depends on the selected format and fields.
Dependencies
- Requires an API key credential for Close CRM to authenticate API requests.
Troubleshooting
- Ensure the 'Export ID' is provided when using the 'get' operation to retrieve a specific export.
- Validate JSON input for 'Params' to avoid parsing errors.
- Check API permissions to ensure the user has rights to export opportunities.
- If the export does not include expected fields, verify the 'Fields' input and filters.
- For large exports, consider using the 'Results Limit' to avoid timeouts or performance issues.
Links
- Close CRM API Documentation - Export Opportunities - Official API documentation for exporting opportunities from Close CRM.