Extracting client data from SPS

Is there any way to automatically export client information from SPS (or the Sage Practice Hub), like via an API?

  • 0

    Hi Oliver, 

    Thank you for using Community Hub! 

    You are able to run loads of different letters and reports which can then be exported to an excel file. If your wanting client information you'll be best choosing one of these reports from the client details group. 

    All the reports have different fields and can be edited to suit what information you want to be included. You can find more information on our  How do I edit or customise interactive reports? article. 

    If this has helped, please click the ellipsis ..., and Verify Answer.

    Regards,
    Fallon
    Sage UKI

  • 0 in reply to Fallon Scott

    Hi Fallon, thanks for the answer, but I'm not really looking for manual reporting, more a way to integrate SPS into a CRM system. I'm assuming it's simply not possible via any built-in features in SPS, unless those reports can be automated to run and create an export to a network location without any manual intervention.