I have a requirement to share Invoice and Revenue data from Clio with Salesforce for reporting. Is it possible to set up a scheduled export to csv from Clio so we can pick it up from there with Salesforce dataloader.io? I've studied online sources without success and reviewed here in vain for similar questions. Any guidance would be appreciated.
Thank you.
2.1m questions
2.1m answers
60 comments
57.0k users