Can Clickmax integrate data with spreadsheets or BI tools?
Yes. There are two routes:
- CSV export — export your contacts and reports to open in a spreadsheet or import into BI tools (Looker Studio, Power BI, and so on).
- API — read the data through the API to feed custom dashboards automatically.
For real-time reactions (for example, sending an event on every new sale or contact), use an outbound webhook.
Related
If it didn't work
- The export does not produce the file you expected: check the steps in Import and export contacts.
- Authentication or request errors on the API: see the API reference and the error codes.
- The webhook does not fire: review the setup in Outbound webhook.