Difference between revisions of "Import/Export and Integration Techniques Overview"

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|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
 
|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
 
|-
 
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|[[Importing Organisation Records|Import Wizard]]
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|[[Importing Organization Records|Import Wizard]]
 
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|
 
* Imports field level data to organizations, contacts.
 
* Imports field level data to organizations, contacts.
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|[[Auto Loader]]
 
|[[Auto Loader]]
 
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* Loads bulk records for Organisations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities and [[Transactions]].
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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]-->
 
<!--* Does not support Transactions (Company or People) [See Previous_Upgrade:_October_1st_2010]-->
 
* Recommended for large imports and updates
 
* Recommended for large imports and updates
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|[[:Category:Data Exchange|UTA Data Exchange]]
 
|[[: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 organisation and contact custom fields).
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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
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
  
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|[[:Category:ObjectSync|ObjectSync]]
 
|[[:Category:ObjectSync|ObjectSync]]
 
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* Provides for synchronization of organisations and contacts (including organisation and contact custom fields).
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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
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
  
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|[[API]]
 
|[[API]]
 
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* All system objects, organisations, contacts, roles, [[Universal Tracking Application]] data including files stored in single and multiple file fields can be manipulated with the 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]].
 
* [[API]] cannot be used to manipulate files in [[SmartFolders]].
 
|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application
 
|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application
  
 
[[Category:Integration]]
 
[[Category:Integration]]

Revision as of 14:14, 24 April 2013

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.

Feature Can be used to manipulate Complexity Import Export Integration Type
Import Wizard
  • Imports field level data to organizations, contacts.
 Low Yes No One time import only. Browser based process
Auto Loader
  • Loads bulk records for organizations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities and Transactions.
  • Recommended for large imports and updates
 Medium Yes No Provides for automated upload/update processes. Server based process
File Sync Medium Yes Yes Used to synchronize on-line and off-line folders. Desktop application
SmartFileRetriever Low No Yes Used to export and backup files. Desktop application
SmartFiler Low Yes No Desktop application
MS Access Plug-in
  • 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
MS Excel Plug-in
  • 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
MS Outlook Plug-in
  • 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
MS Word Plug-in

Provides two distinct functions:

  1. Ability to merge data from a SmartSimple report into a document template.
  2. 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
UTA Data Exchange
  • 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
ObjectSync
  • 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
Reports

Provides two distinct functions:

  1. 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.
  2. A report can be configured with an XML layout to create a XML version of the data.
 Medium 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 Views to Microsoft Excel

The results of 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 user-built Excel templates. Server based process
Workflows 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
API
  • 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
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