Difference between revisions of "Category:Data Import/Export"
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SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available. | SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available. | ||
| + | |||
| + | =Currently Supported Features= | ||
{|class="wikitable" | {|class="wikitable" | ||
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| Methodology | | Methodology | ||
| Description | | Description | ||
| + | |- | ||
| + | | Import/Export | ||
| + | | [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]] | ||
| + | | System Feature | ||
| + | | Medium to High | ||
| + | | JSON | ||
| + | | Manual / Automated | ||
| + | | | ||
| + | * Standard API for any degree of integration. | ||
| + | * Only recommended for use by developers. | ||
| + | |- | ||
| + | | Import/Export | ||
| + | | [[:Category:Data Exchange|UTA Data Exchange]] | ||
| + | | System Feature | ||
| + | | Low to Medium | ||
| + | | SmartSimple Record Object | ||
| + | | Manual | ||
| + | | | ||
| + | * Allows for data to be transferred strictly between SmartSimple instances. | ||
| + | * Typically used in the Insurance/Medical industry for clients to exchange insurance cases or medical briefs. | ||
|- | |- | ||
| Import | | Import | ||
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* Repeatable import of information regarding any type of record. | * Repeatable import of information regarding any type of record. | ||
* Imported via a file upload to a SmartFolder. The file contents should be a pre-determined format that is first defined in the Auto Loader setup. | * Imported via a file upload to a SmartFolder. The file contents should be a pre-determined format that is first defined in the Auto Loader setup. | ||
| + | |- | ||
| + | | Import | ||
| + | | [[UTA PDF Parser|PDF Parser]] | ||
| + | | System Feature | ||
| + | | Low to Medium | ||
| + | | PDF | ||
| + | | Manual | ||
| + | | | ||
| + | * Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and then re-uploaded to create records within SmartSimple. | ||
|- | |- | ||
| Export | | Export | ||
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| System Feature | | System Feature | ||
| Medium to High | | Medium to High | ||
| − | | HTTP Post | + | | Web Services (REST, SOAP), HTTP Post |
| Manual / Automated | | Manual / Automated | ||
| | | | ||
* There is a [[Workflow Task Type: Internet Communication - HTTP POST|HTTP Post workflow task type]], that can be used to perform HTTP posts to an external system based on workflow triggers. | * There is a [[Workflow Task Type: Internet Communication - HTTP POST|HTTP Post workflow task type]], that can be used to perform HTTP posts to an external system based on workflow triggers. | ||
* Only recommended for use by developers. | * Only recommended for use by developers. | ||
| + | |} | ||
| + | |||
| + | =Retired Features= | ||
| + | |||
| + | The following are past features that have been deprecated and should no longer be used. | ||
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|- | |- | ||
| − | | | + | | Import/Export |
| [[Online Editing|Microsoft Online File Editor]] | | [[Online Editing|Microsoft Online File Editor]] | ||
| Desktop Plugin | | Desktop Plugin | ||
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* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple. | * Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple. | ||
|- | |- | ||
| − | | | + | | Import/Export |
| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]] | | [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]] | ||
| Desktop Plugin | | Desktop Plugin | ||
Revision as of 09:18, 8 May 2018
This page is meant to organize categories, please see the below listings to navigate the sub-categories and articles.
SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.
Currently Supported Features
| Data Flow | Feature | Type | Complexity | Format | Methodology | Description |
| Import/Export | SmartConnect RESTful API | System Feature | Medium to High | JSON | Manual / Automated |
|
| Import/Export | UTA Data Exchange | System Feature | Low to Medium | SmartSimple Record Object | Manual |
|
| Import | Import Wizard | System Feature | Low | Plain text (CSV) | Manual |
|
| Import | Auto Loader | System Feature | Medium | Plain text (CSV, XML, JSON) | Manual / Automated |
|
| Import | PDF Parser | System Feature | Low to Medium | Manual |
| |
| Export | List Views | System Feature | Low | Plain text (any), MS Excel | Manual |
|
| Export | Reports | System Feature | Medium to High | Plain text (any), MS Excel, PDF | Manual / Automated |
|
| Export | Workflows | System Feature | Medium to High | Web Services (REST, SOAP), HTTP Post | Manual / Automated |
|
Retired Features
The following are past features that have been deprecated and should no longer be used.
| Data Flow | Feature | Type | Complexity | Format | Methodology | Description |
| Import/Export | Microsoft Online File Editor | Desktop Plugin | Low | MS Word, MS Excel, MS Powerpoint | Manual |
|
| Import/Export | Microsoft Outlook Synchronization | Desktop Plugin | Low | MS Outlook | Manual |
|
Subcategories
This category has the following 3 subcategories, out of 3 total.
