View source for Import/Export and Integration Techniques Overview

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SmartSimple supports a number of techniques for importing, exporting and integration with other systems.  

This article describes the techniques available with links to related articles.

{|class="wikitable"
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|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
|-
|[[Import Wizard]]
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* Imports field level data to organizations, contacts.
|Low||Yes||No||One time import only.||Browser based process

|-
|[[Auto Loader]]
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* Loads bulk records for organizations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities and [[Transactions]].
<!--* Does not support Transactions (Company or People) [See Previous_Upgrade:_October_1st_2010]-->
* Recommended for large imports and updates
|Medium||Yes||No||Provides for automated upload/update processes.||Server based process

|-
|[[SmartSync for Folder Synchronization|File Sync]]
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* [[SmartFolders]] – Files and Folders ONLY
|Medium||Yes||Yes||Used to synchronize on-line and off-line folders.||Desktop application

|-
|[[SmartFileRetriever]]
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* Files attached to [[Universal Tracking Application]]s.
|Low||No||Yes||Used to export and backup files.||Desktop application

|-
|[[SmartFiler]]
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* Files attached to [[Universal Tracking Application]]s.
|Low||Yes||No|| ||Desktop application 

|-
|[[SmartSimple Microsoft Access Plug-In|MS Access Plug-in]]
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* Reports created in SmartSimple can be accessed to create tables in MS Access.
|Medium||No||Yes||User requires administrative access rights to their machine to install and configure.||MS Office extension

|-
|[[SmartSimple Excel Plug-in|MS Excel Plug-in]]
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* Reports created in [[SmartSimple]] can be accessed to create spreadsheets in MS Excel.
* Additional pivot table feature can be used to pivot SmartSimple data.
|Medium||No||Yes||User requires administrative access rights to their machine to install and configure. User requires role based access to specific report.||MS Office extension

|-
|[[SmartSimple Microsoft Outlook Synchronization|MS Outlook Plug-in]]
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* Organisations, contacts, calendars and email records.
|Medium||Yes||Yes||Basic integration between MS Outlook and SmartSimple. User requires administrative access rights to their machine to install and configure.||MS Office extension

|-
|[[SmartDoc for Microsoft Word Overview|MS Word Plug-in]]
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Provides two distinct functions:
# Ability to merge data from a SmartSimple report into a document template.
# When used in conjunction with the Applicant Tracking system provides the ability to create (or update) an applicant record from an open resume (CV) file (MS Word only) and upload the resume to their profile.
|Medium||Yes||Yes||User requires administrative access rights to their machine to and configure. User requires role based access to specific report. When used with the Applicant Tracking System, the user also required rights to place a person in an applicant role and to specific applicant folders.||MS Office extension

|-
|[[:Category:Data Exchange|UTA Data Exchange]]
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* Provides for synchronization of Universal Tracking application data at Level 1, level 2 and Level 3 and associated organisations and contacts (including organization and contact custom fields).
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process

|-
|[[:Category:ObjectSync|ObjectSync]]
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* Provides for synchronization of organizations and contacts (including organization and contact custom fields).
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process

|-
|[[:Category:Reports|Reports]]
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Provides two distinct functions:
# A report can be configured with a specific layout and file extension set to launch an application such as MS Excel and populate a spreadsheet.
# A report can be configured with an XML layout to create a XML version of the data.
|Medium-High||No||Yes||XML reports can be configured to allow access by a system generated URL and password allowing an external system to request data from SmartSimple.||Server based process

|-
|[[Exporting List View Results to Microsoft Excel|Exporting List Views to Microsoft Excel]]
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The results of [[List View Overview|list views]] can be exported directly to Microsoft Excel with a one-click functionality.
|Low||No||Yes||Excel spreadsheets can be created on the fly, using blank worksheets or [[Using an Excel Template for List View Export Results|user-built Excel templates]].||Server based process

|-
|[[Workflows]]
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*Workflow supports [[Workflow Task Type: Internet Communication - HTTP POST|HTTP Post task type]].
|High||No||Yes||When configured with appropriate XML layout and posting URL (from receiving system) records can be dynamically posted to other system based on workflow triggers.||Server based process

|-
|[[UTA PDF Parser]]
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*Fillable forms in PDF format can be downloaded from SmartSimple, completed ''offline'' and then re-uploaded to create records within SmartSimple.
|Low ''(for end users)''<br>Medium ''(configuration)''||Yes||Yes||Users can fill out PDF documents while offline and upload to SmartSimple at their convenience, thereby automatically creating records in SmartSimple without having to re-enter the data.||Server based process

<!-- DESKTOP API NO LONGER SUPPORTED [June 5, 2013]
|-
|[[API]]
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* All system objects, organizations, contacts, roles, [[Universal Tracking Application]] data including files stored in single and multiple file fields can be manipulated with the API.
* [[API]] cannot be used to manipulate files in [[SmartFolders]].
|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application
-->

|-
|[[API|API's]]
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* All system objects, organizations, contacts, roles, [[Universal Tracking Application]] data including files stored in single and multiple file fields can be manipulated with the API.
|High||Yes||Yes||Main component designed for programmer level system integration.||Web/Browser applications