Data democratization (CRM data download)
Description
We have the EXPA CRM which can be used to view the details of various stuff such as Opportunities, Applications, People, Offices and Companies. But it was mentioned to be difficult to handle and use the data effectively from EXPA. So a downloadable version of the data was required. This feature is built to provide a downloadable link for all the data available in EXPA CRM.
How it works
The link to the download will be available in the respective CRM page in EXPA. Each file can contain a maximum of 5000 rows of data (5000 records).
The front-end side will hit the required API endpoint along with columns as well as the other filters that were available for the CRM. The back-end will queue the request and execute it as a background task while responding to the api with 200 and a message informing that the request is queued.
The back-end will then generate an excel which contains the records based on the filters and other request data provided. This excel file will then be uploaded to Amazon S3 where it will stay for 48 hours. The link will then be mailed to the email address of the user who requested the download. The link in the email is valid for 48 hours, after which the file would be deleted.
Front-end
The front-end has to call the API endpoints with the column names as well as the other required filters. Please find the column names below.
People
We have the EXPA CRM which can be used to view the details of various stuff such as Opportunities, Applications, People, Offices and Companies. But it was mentioned to be difficult to handle and use the data effectively from EXPA. So a downloadable version of the data was required. This feature is built to provide a downloadable link for all the data available in EXPA CRM.
How it works
The link to the download will be available in the respective CRM page in EXPA. Each file can contain a maximum of 5000 rows of data (5000 records).
The front-end side will hit the required API endpoint along with columns as well as the other filters that were available for the CRM. The back-end will queue the request and execute it as a background task while responding to the api with 200 and a message informing that the request is queued.
The back-end will then generate an excel which contains the records based on the filters and other request data provided. This excel file will then be uploaded to Amazon S3 where it will stay for 48 hours. The link will then be mailed to the email address of the user who requested the download. The link in the email is valid for 48 hours, after which the file would be deleted.
Front-end
The front-end has to call the API endpoints with the column names as well as the other required filters. Please find the column names below.
People
- person_id
- person_name
- person_email
- person_date_of_birth
- person_applications_count
- person_backgrounds
- person_languages
- person_skills
- person_nationalities
- person_signed_up_on
- person_gender
- person_lc
- person_mc
- person_referral
- person_status
- person_manager_ids
- person_manager_names
- person_is_aiesecer
- person_contacted_by_id
- person_contacted_by
- person_contacted_at
- person_interviewed
- person_last_action
- person_lead_alignment
- person_phone
- person_interested_products
Opportunities
- opportunity_id
- opportunity_title
- opportunity_organization
- opportunity_status
- opportunity_applicant_count
- opportunity_close_date
- opportunity_branch
- opportunity_created_at
- opportunity_created_via
- opportunity_duration_type
- opportunity_earliest_start_date
- opportunity_is_gep
- opportunity_last_updated
- opportunity_latest_end_date
- opportunity_opened_at
- opportunity_openings
- opportunity_product
- opportunity_work_field
- opportunity_sdg_target
- opportunity_sdg
- opportunity_manager_ids
- opportunity_manager_names
- opportunity_backgrounds
- opportunity_duration
- opportunity_lc
- opportunity_mc
- opportunity_organization_type
Applications
- application_id
- application_status
- application_applicant_id
- application_applicant_name
- application_applicant_email
- application_applicant_backgrounds
- application_applicant_languages
- application_applicant_skills
- application_applicant_nationalities
- application_applicant_phone
- application_opportunity_id
- application_opportunity_title
- application_opportunity_product
- application_opportunity_work_field
- application_opportunity_sdg_target
- application_opportunity_sdg
- application_opportunity_duration_type
- application_is_gep
- application_applied_at
- application_date_ep_accepted_offer
- application_date_marked_accepted_by_host
- application_date_marked_approved
- application_date_marked_realized
- application_experience_start_date
- application_experience_end_date
- application_has_standards_survey
- application_home_lc
- application_home_mc
- application_host_lc
- application_host_mc
- application_lda_score
- application_nps_score
- application_organization
- application_shortlisted
- application_slot
Offices
- office_id
- office_name
- office_parent
- office_type
Companies
- company_id
- company_name
- company_type
- company_size
- company_status
- company_manager_ids
- company_active_opportunities
- company_no_of_opportunities
- company_no_of_employees
- company_lc
- company_mc
- company_phone
- company_email
- company_first_pop_sign_up_date
- company_is_gep
API Endpoints
- allPeopleDownload
- allOpportunityDownload
- allOpportunityApplicationDownload
- committeesDownload
- allOrganisationDownload
