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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.
{|borderclass="1wikitable"
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|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
|-
|[[Importing Organisation Records|Import Wizard]]
|
* Imports field level data to organizations, contacts.
|[[Auto Loader]]
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* Loads bulk records for Organisationsorganizations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entitiesand [[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
|-
|[[UTA :Category:Data Exchange|Universal Tracking Application 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 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 organisations organizations and contacts (including organisation organization and contact custom fields).
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
# 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]]|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
|-
|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, organisationsorganizations, 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
-->
|-|[[Category:IntegrationAPI|API's]]|* 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
