Need help with user exporting contact data from the CRM application

bubbling504 · 2025-02-18T16:43:02.810Z

I’m a bit stumped. I think what I’m trying to do is pretty straightforward, which is to let the user export contact data from the CRM application.

As a first step, I have a backend workflow converting the list of things (Contacts) with related fields (e.g., Emails, Phone Numbers) to text fields. And then the download csv action is supposed to kick off after.

I’ve tried SAWOL and it seems to time out if the list gets too big - for example, it worked beautifully on a list of 29 items but timed out on a list of 124 items. I’ve tried SAWOL in batches and that appears quite buggy; I’ve had timeout issues no matter the size of the list. I then tried a recursive API workflow; it successfully processed the entire list but seems pretty expensive from a WU perspective - 3 WU per row of data.

Any advice on how to proceed?

georgecollier · 2025-02-18T19:07:29.806Z

Are you on a legacy plan or workload plan?

bubbling504 · 2025-02-18T19:19:41.577Z

Relatively new user here so I believe on a workload plan

georgecollier · 2025-02-18T20:30:06.328Z

Can you send a screenshot of your Schedule API workflow on a list action?

bubbling504 · 2025-02-19T21:41:53.248Z

Appreciate you taking a look, @georgecollier! I went down the road of using the 1T - CSV Creator for this but am getting stuck here also.

Attempt 1: I select Contacts for export by a) selecting individual checkboxes next to each Contact or b) selecting all contacts in the table and adding those to a custom state stored on the page. Then I kick off a download tied to that custom state.

The workflow below works great when I select individual checkboxes. Passed tests with 15 contacts and with 130 contacts.

But it breaks down when I “select all” for more than a couple dozen contacts. When I try the same group of 130 contacts that worked when checked individually, it fails if I select all. The loading bar at the top of the page progresses very slowly and then displays an error message.

I’ve checked the JSON in the Dev Log and it passes the jsonlint test. Makes me think it’s not a timing issue because I see all 130 entries with associated JSON in the log?

The “select all” checkboxes feature has worked fine in another heavily used workflow so I’m not sure why it would cause an issue here.

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Attempt 2: I watched this video on batch processing using the plugin. I recreated these steps in my workflow, but the video ends before showing you how to create or download the csv. Haven’t been able to find online guidance on how to complete the workflow to actually create, save or email, or download the csv file.

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