Create an automated data export from our KOMMO CRM to Excel, to:

• collect all necessary fields and forms from the CRM;
• export data daily into one or more Excel tables;
• maintain constant updates (continuous synchronization);
• Ensure the uniqueness of records (updating existing rows by a unique key, for example, deal/lead ID).
• then have the data populated into the corresponding fields in the revenue funnel and obtain complete metrics on marketing, sales, and production.
• Ensure retries on failures and error logging.

How it should work:

It is important that you create the integration structure so that it works without failures, + that this data falls into the overall collection of necessary data (as in the example see below) into an already existing Excel file, and we will add the fields we need ourselves, as they will be added over time (you need to show how to add or remove fields that we are interested in exporting)

1. An example of what we are interested in exporting in the format as in the example https://docs.google.com/spreadsheets/d/1ptDUBIW-S6NepltVSLRe4xIBuizRUI8CoHBK11-bRCM/edit?usp=sharing

2. Then the exported data from the CRM needs to be synchronized with the revenue funnel so that the data of fields and deals fall into the necessary fields of the report funnel by days, (for example, I need the line "revenue from Facebook ads for 22.08.2025 to go into the corresponding field of the reporting funnel, and so on) link to the example funnel https://docs.google.com/spreadsheets/d/1ptDUBIW-S6NepltVSLRe4xIBuizRUI8CoHBK11-bRCM/edit?usp=sharing

IT IS IMPORTANT THAT THE INTEGRATION GOES THROUGH READY-MADE SOLUTIONS TO WHICH WE WILL HAVE ADMIN ACCESS SO THAT WE DO NOT DEPEND ON YOU WHEN WE NEED TO ADD OR REMOVE A FIELD:

• Zapier
• Make (Integromat)
• Alternatives: Integromat, Tray.io, n8n

Data Quality Checks

• Validation of field types and units of measurement.
• Check for duplicates and omissions.
• Run test scenarios: create test records in the CRM and check their correct export.

What we expect in the end

• Working connector: CRM → Sheets with a daily updated table.
• A set of sheets with data from the CRM as in the example on marketing, sales, and production.
• Update log and error notifications.
• Documentation for setup and support.

Requirements

Availability of cases in a similar request.