- name
- crmkit-backup
- description
- Export an entire crmkit workspace to JSON with a paging script - contacts, companies, deals, and activities. Use for backups, data portability, offsite archives, or before a risky bulk change. Cron-able.
A runnable recipe: snapshot the whole CRM to JSON files. Needs `CRMKIT_BASE_URL`
and a `CRMKIT_TOKEN` (a crmkit bearer token - get one via the email login:
`POST /auth/request` → `POST /auth/verify`).
## What it does
Pages through each collection with crmkit's keyset cursor (so it captures
everything, not just the first page) and writes one JSON array per entity:
```
crmkit-backup-20260605-1400/
contacts.json companies.json deals.json activities.json
```
Requires `curl` and `jq`. The script lives beside this file as `backup.sh`.
## Run it
```bash
export CRMKIT_BASE_URL=https://api.crmkit.ai
export CRMKIT_TOKEN=ck_... # a crmkit bearer token (POST /auth/verify)
./backup.sh # -> ./crmkit-backup-<timestamp>/
./backup.sh /backups/crmkit # or pick the output dir
```
## Automate / adapt it
- **Cron** a nightly backup, then sync the folder to S3/Backblaze/etc.:
```cron
30 2 * * * CRMKIT_BASE_URL=… CRMKIT_TOKEN=… /path/backup.sh /backups/crmkit-$(date +\%F)
```
- Pipe a JSON file through `jq -r` to make a CSV for a spreadsheet.
- Scope the workspace by using a token minted for it (see the manual's workspace
tokens). Activities are pulled up to the server's max page; widen if needed.
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