TAP’s CRM is fairly basic and does not store a huge amount of information. All information aside for documents is downloadable manually by you. There are two things to download here. first is a fill client list. this can be exported from the clients page in TAP.
The second is the product information for your clients which are listed under the 'Pipelines'.
Note: When exporting the data please ensure that you have all the filter options selected like shown below otherwise some of your clients will be missed.
Step 1: Book Data Consultation
Please get in touch with developer@gettrail.com, so one of our technicians to guide you through the process of downloading your data in the prescribed format.
Step 2: Request Documents from TAP
Please request your documents from TAP directly.
Template email request:
“Please can you send me a copy of all of my customer documents as I cannot download these directly from the CRM?”
We expect importing your TAP data to take us up to two weeks from when we receive the data.