Integration
Move company lists into your CRM
Export clean CSVs with monitoring tags, risk flags, and enrichment fields for your CRM team.
PlannedPanorama and Atlas
CRM Export
Export company lists for CRM enrichment and account scoring.
Filters by country, status, and update window
Field mapping guidance for CRM imports
How it works
What happens behind the scenes once you enable the integration.
- 1Company lists are normalized into CRM-ready fields.
- 2Export from Workspace or call the API endpoint.
- 3Use filters to keep CRM updates targeted.
Setup checklist
Steps your admin takes to get the integration live.
- Workspace -> Integrations -> CRM export.
- Apply filters for country, status, or tags.
- Download CSV and map columns in your CRM.
- Schedule recurring exports for ongoing enrichment.
Technical reference
Endpoints and sample requests to hand to your engineering team.
Endpoints
- GET /api/v1/exports/companies.csv (planned)
- GET /api/v1/exports/lists/{list_id}.csv (planned)
Sample request
curl -H "Authorization: Bearer <token>" \ "https://api.companies.indexbox.io/api/v1/exports/companies.csv?country=US"
Notes
- CSV exports will include list tags and monitoring metadata.
- Two-way sync is available via enterprise engagements.
FAQ
Quick answers to common integration questions.
Which CRMs can I import into?
Any CRM that supports CSV import, including Salesforce and HubSpot.
Can I filter exports by country or status?
Yes. Filters will be available in Workspace and via the API.
Is two-way sync supported?
Two-way sync is available through enterprise engagements.
Security & compliance
Controls that keep data safe and auditable.
- Exports are scoped to your organization.
- Access requires the CRM entitlement.