Bulk Export API

The SmartyGrants Bulk Export API allows the automated export of application and contact data. Among other use cases, it facilitates integration with other business applications, such as a Document Management or Records Management System. The features of this API mirror those of the Bulk Export user interface available to ‘manage’ users.

The SmartyGrants Bulk Export API provides the following functionality:

  1. Initiate a bulk export, including specifying a named filter, date filter and nominating which content is to be included.

  2. Retrieve the status of the export to determine when it is completed.

  3. Download a complete and successful export zip file.

Implementation

The SmartyGrants Bulk Export API is not specific to any particular CRM or other system. Customers will need to build an API Client that will invoke the SmartyGrants API, either as part of their application, integration layer, or as a stand-alone component. The API is based on standard web technologies, including JSON/REST and HTTPS, and a developer guide can be requested from the SmartyGrants Support Team. We can provide a trial API key that can be securely retrieved via the Account Settings.

If you are interested in having the an API enabled for your SmartyGrants account, please contact the SmartyGrants Support Team. For related pricing costs please visit our Pricing page.

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