Issue
I’d like to know the what is needed for a Kipu CRM Tenant Data Export.
Environment
Kipu CRM
Resolution
To begin your CRM data export request, please first reach out to CRM Support to initiate the process. Once your request is received, you will need to provide your SFTP server credentials via encrypted email to KipuCRMReps@kipuhealth.com. Be sure to include the host (server address), username, password, and an optional directory path. After we receive the required information, your request will be reviewed and prioritized in an upcoming development sprint. If you have any questions or need assistance, please don’t hesitate to contact us.