Export of customer data for CRM updates

Purpose

1.1. Enable seamless, periodic, or event-driven export of customer data (reservations, orders, reviews, contact info) from POS, booking, or feedback systems to keep CRM records current and actionable for Algerian restaurant operations, ensuring accurate customer profiles, preferences, and interaction logs.
1.2. Facilitate downstream marketing, loyalty, and customer experience personalization based on real-time restaurant data capture, integrating all touchpoints relevant for Algerian cuisine and clientele analysis.
1.3. Ensure regulatory compliance (e.g., GDPR), minimize manual error, and support analytics initiatives for customer segmentation and lifetime value analysis.

Trigger Conditions

2.1. New customer record added (e.g., new reservation, online order, guest sign-up).
2.2. Scheduled batch processing (e.g., nightly or weekly export).
2.3. Status change (e.g., updated reservation, feedback submission, guest opt-in/out).
2.4. Manual staff initiation (e.g., end-of-shift export).
2.5. Automated periodic checks for changes using webhook or polling.

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API integration using `/services/data/vXX.0/sobjects/Contact` endpoint for upsert operations; scheduled job or event trigger setup.
3.2. HubSpot
• Feature/Setting: Contacts API (`/crm/v3/objects/contacts`) for create/update; configure webhook or Zapier trigger for automation.
3.3. Zoho CRM
• Feature/Setting: Use the `insertRecords` and `updateRecords` API (v2) for modules; OAuth for secure integration.
3.4. Microsoft Dynamics 365
• Feature/Setting: Use the Web API (`/api/data/v9.0/contacts`) for data import routines.
3.5. Pipedrive
• Feature/Setting: `/persons` endpoint for new/updated customer entries; key-based scheduled push.
3.6. Freshsales
• Feature/Setting: Contact API, particularly `POST /api/contacts` with API token authentication per export batch.
3.7. Copper CRM
• Feature/Setting: `POST /v1/people` endpoint for additions; scheduled Google Workspace triggers.
3.8. SugarCRM
• Feature/Setting: REST v11 API (`/Contacts`) for batch data loads; configure via admin jobs.
3.9. Insightly
• Feature/Setting: `POST /v3.1/Contacts` in automation; trigger via webhook on data source.
3.10. Monday.com
• Feature/Setting: Use API v2 (`create_item` mutation) for each customer record on update.
3.11. ActiveCampaign
• Feature/Setting: `/api/3/contacts` endpoint for create/update; sync via webhooks.
3.12. Intercom
• Feature/Setting: `/contacts` API for batch import or updating; event trigger on customer action.
3.13. Mailchimp
• Feature/Setting: `/lists/{list_id}/members` API for data export, with double opt-in confirmation trigger.
3.14. Shopify (for restaurant retail)
• Feature/Setting: Customer API (`/admin/api/2022-01/customers.json`) to sync data to CRM endpoints.
3.15. Square
• Feature/Setting: Customers API (`/v2/customers`) with webhooks for new orders or feedback.
3.16. Lightspeed Restaurant POS
• Feature/Setting: Export customer and order data through `/customers` API or scheduled CSV export.
3.17. Toast POS
• Feature/Setting: Customer Management Export API, configure automated daily export job.
3.18. OpenTable
• Feature/Setting: Guest Center API export endpoints for reservation-driven contact push.
3.19. Google Sheets
• Feature/Setting: Use Sheets API (`spreadsheets.values.batchUpdate`) for CRM data staging; use as relay point between platforms.
3.20. Airtable
• Feature/Setting: REST API (`PATCH /v0/{baseId}/{tableIdOrName}`) for real-time update sync to CRM workspace.

Benefits

4.1. Removes manual data re-entry, reduces errors, and improves staff efficiency for Algerian hospitality operations.
4.2. Ensures customer records in CRM reflect all latest reservations, preferences, and feedback for precise targeting and service personalization.
4.3. Accelerates analytics for customer segmentation, visit frequency, and campaign ROI in Algerian restaurant context.
4.4. Fosters loyalty and retention through timely, targeted, and compliant customer engagement.
4.5. Supports scalable growth as contact data expands across restaurant touchpoints and digital platforms.