The easiest thing to do is to provide a CSV expert from your CRM, which doesn’t usually require IT support. Second, we do support automating a data transfer through an API, and it’s ultimately more convenient. We can configure the API in 1-5 days (note: depending on your specific set-up this can require more days if customization is needed). To do this, we would charge a set-up fee and monthly maintenance fee. For most clients this is a minimal expenditure. With a few additional data points we can provide an estimate on this cost.
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