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.
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=Currently Supported Features=
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{|class="wikitable"
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|-
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!| Data Flow
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!| Feature
 +
!| Type
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!| Complexity
 +
!| Format
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!| Methodology
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!| Description
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|-
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|| Import/Export
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|| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]
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|| System Feature
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|| Medium to High
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|| JSON
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|| Manual / Automated
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||
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* Standard API for any degree of integration.
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* Only recommended for use by developers.
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|-
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|| Import/Export
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|| [[:Category:Data Exchange|UTA Data Exchange]]
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|| System Feature
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|| Low to Medium
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|| SmartSimple Record Object
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|| Manual
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||
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* Allows for data to be transferred strictly between SmartSimple instances.
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* Typically used in the Insurance/Medical industry for clients to exchange insurance cases or medical briefs.
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|-
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|| Import
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|| [[Import Wizard]]
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|| System Feature
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|| Low
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|| Plain text (CSV)
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|| Manual
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||
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* One-time, ad-hoc import of information, limited to only organization, or contact records.
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|-
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|| Import
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|| [[Auto Loader]]
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|| System Feature
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|| Medium
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|| Plain text (CSV, XML, JSON)
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|| Manual / Automated
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||
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* Repeatable import of information regarding any type of record.
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* 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.
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|-
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|| Import
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|| [[UTA PDF Parser|PDF Parser]]
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|| System Feature
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|| Low to Medium
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|| PDF
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|| Manual
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||
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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.
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|-
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|| Export
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|| [[List_View_Overview|List Views]]
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|| System Feature
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|| Low
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|| Plain text (any), MS Excel
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|| Manual
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||
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* Any list view can be exported to a downloadable file.
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* The export template is customizable and can be configured to represent various data formats.
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|-
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|| Export
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|| [[:Category:Reports|Reports]]
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|| System Feature
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|| Medium to High
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|| Plain text (any), MS Excel, PDF
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|| Manual / Automated
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||
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* Reports can be exported to a downloadable file.
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* The export template is customizable and can be configured to represent various data formats.
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* Reports also support the OData protocol and can be used as an OData source.
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|-
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|| Export
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|| [[Workflows]]
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|| System Feature
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|| Medium to High
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|| Web Services (REST, SOAP), HTTP Post
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|| Manual / Automated
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||
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* 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.
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* Only recommended for use by developers.
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|}
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=Retired Features=
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The following are past features that have been deprecated and should no longer be used.
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{|class="wikitable"
 +
|-
 +
!| Data Flow
 +
!| Feature
 +
!| Type
 +
!| Complexity
 +
!| Format
 +
!| Methodology
 +
!| Description
 +
|-
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|| Import/Export
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|| [[Online Editing|Microsoft Online File Editor]]
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|| Desktop Plugin
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|| Low
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|| MS Word, MS Excel, MS Powerpoint
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|| Manual
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||
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* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
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|-
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|| Import/Export
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|| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
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|| Desktop Plugin
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|| Low
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|| MS Outlook
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|| Manual
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||
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* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
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|}
  
 
[[Category:Contents]]
 
[[Category:Contents]]

Latest revision as of 13:29, 9 July 2021

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
  • Standard API for any degree of integration.
  • Only recommended for use by developers.
Import/Export 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 Wizard System Feature Low Plain text (CSV) Manual
  • One-time, ad-hoc import of information, limited to only organization, or contact records.
Import Auto Loader System Feature Medium Plain text (CSV, XML, JSON) Manual / Automated
  • 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.
Import 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 List Views System Feature Low Plain text (any), MS Excel Manual
  • Any list view can be exported to a downloadable file.
  • The export template is customizable and can be configured to represent various data formats.
Export Reports System Feature Medium to High Plain text (any), MS Excel, PDF Manual / Automated
  • Reports can be exported to a downloadable file.
  • The export template is customizable and can be configured to represent various data formats.
  • Reports also support the OData protocol and can be used as an OData source.
Export Workflows System Feature Medium to High Web Services (REST, SOAP), HTTP Post Manual / Automated
  • There is a 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.

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
  • Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
Import/Export Microsoft Outlook Synchronization Desktop Plugin Low MS Outlook Manual
  • Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.

Subcategories

This category has the following 3 subcategories, out of 3 total.

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