Import, export & exit — found from sitemap — Pipeliner CRM

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Facts read from this source

• Bi feeder Report an error

  “The BI Feeder allows you to export Coevera data to a PostgreSQL that you can access directly using your Business Intelligence solution.”

• Bi feeder paid addon Report an error

  “NOTE: BI Feeder is a paid-for add-on to Coevera. Please contact your Account Manager directly to discuss your needs”

• Bi tools Report an error

  “it can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau, Click...).”

• Bi daily sync Report an error

  “Daily synchronization ensures that your data will be always ready for reporting.”

• Bi export tables Report an error

  “Lead — Leads table Opportunity — Opportunity table Account — Account table Contact — Contact table Task — Task Activities table Appointment — Meeting Activities table Message — Messages added directly to Feeds”

• Bi relation tables Report an error

  “As you select multiple tables, additional Relation Tables will be shown at the bottom of the table list in the left-hand panel. These Relation Tables define the relationships between entities”

• Bi field selection Report an error

  “Select each field you want to be exported OR click on the “Add All” link to export all fields.”

• Bi server URL Report an error

  “you’ll be able to see your own unique "Server URL" and you should use this URL when connecting to the PostgreSQL database from your BI tool”

• Bi credentials Report an error

  “A username will be created automatically for you. Click on the “Generate Password” button to see (and copy) a one-time secure password. You can re-generate a password whenever you need to”

• Bi run now Report an error

  “click on "Run Now" to run the first export straight away. Subsequently, the export will refresh the entire database once every 24 hours”

• Bi database region Report an error

  “The database will be created on the same AWS servers as your main Coevera space so North Virginia for US customers and Frankfurt for European customers.”

• Bi export schedule Report an error

  “Data from the tables that you have selected will be exported to your custom PostgreSQL database once every 24 hours at between midnight and 2.00 am local time for your server.”

• Bi export scope Report an error

  “Yes, all data except deleted rows will be exported.”

• Bi export format text Report an error

  “All text-based fields — Single Line Text, Long Text, Email, URL, Phone, Autonumber, Radio, Multiselect checkbox and Dropdown — will be exported as string values.”

• Bi export format number Report an error

  “All number fields — Integer, Float, Base currency, Multiple currencies — will be exported as numbers.”

• Bi export format datetime Report an error

  “All date and "datetime" fields will be exported as "datetime".”

• Bi export format checkbox Report an error

  “All checkbox fields will be exported as Boolean (Yes/No).”

• Bi activation Report an error

  “Once BI Feeder has been added to your subscription, you can request activation from the Automation Hub in the Admin Module of Coevera.”

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