Source
Import, export & exit — found from sitemap — Workbooks CRM
Checked for Workbooks CRM on 27 Oct 2026
- Page
- https://www.workbooks.com/our-knowledge-base/automated-imports-or-exports-using-an-sftp-ftp-server/
- Checked
- 27 Oct 2026, 05:16 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:698544c1245aa49c8088768d86fd6a4858c442367633e542c584a9e6155c1b7a
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
-
Import tool Report an error
“The Import tool lets you map a set of source data into multiple records in Workbooks, and create or relate records based on matching rules.”
-
Process engine Report an error
“The Process Engine lets you run scripts on a schedule, or when a record is created, updated or deleted.”
-
Sftp ftp export Report an error
“You can also use them to export a Workbooks Report and store it on an SFTP/FTP server, so your external system stays up to date with Workbooks data.”
-
Sftp ftp import Report an error
“You can use the two together to automatically retrieve files from an external data source and import them into Workbooks.”
11 facts read from this page are not shown because they could not be confirmed on the page as captured.
Scores citing this record
- The Data Protection Officer Automation & workflows
- The Data Protection Officer Integrations & API
- The Data Protection Officer Import, export & exit
- The Migrator Automation & workflows
- The Migrator Integrations & API
- The Migrator Import, export & exit
- The RevOps Integrator Contact & data model
- The RevOps Integrator Automation & workflows
- The RevOps Integrator Integrations & API
- The RevOps Integrator Import, export & exit
- The Sales Ops Lead Pipeline & forecasting
- The Sales Ops Lead Automation & workflows
- The Sales Ops Lead Integrations & API
- The Sales Ops Lead Import, export & exit
- The Skeptic Automation & workflows
- The Skeptic Integrations & API
- The Skeptic Import, export & exit
- The Solo Seller Automation & workflows
- The Solo Seller Integrations & API
- The Solo Seller Import, export & exit