Introducing Live Export

Live Export is the fastest way to get your CRM data into a flexible spreadsheet or database, kept continuously up to date.

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Instead of wiring up tables and field mappings one by one, Live Export sets up a clean, read-only copy of your CRM in just a few clicks. Pick the objects you care about, and Whalesync provisions the destination tables and fields and keeps the copy up to date as your CRM changes. Your CRM stays the system of record.

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A guided wizard walks you through connecting your CRM, choosing your data, and going live, with real record counts and suggested transforms along the way. Once it's running, you get a rich run-detail view so you can always see exactly what was exported.

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Live Export is available on our Plus and Pro plans.