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" | ||
|- | |- | ||
| − | | Data Flow | + | !| Data Flow |
| − | | Feature | + | !| Feature |
| − | | Type | + | !| Type |
| − | | Complexity | + | !| Complexity |
| − | | Format | + | !| Format |
| − | | Methodology | + | !| Methodology |
| − | | Description | + | !| Description |
|- | |- | ||
| − | | Import | + | || Import/Export |
| − | | [[Import Wizard]] | + | || [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]] |
| − | | System Feature | + | || System Feature |
| − | | Low | + | || Medium to High |
| − | | Plain text (CSV) | + | || JSON |
| − | | Manual | + | || 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 Wizard]] | ||
| + | || System Feature | ||
| + | || Low | ||
| + | || Plain text (CSV) | ||
| + | || Manual | ||
| + | || | ||
* One-time, ad-hoc import of information, limited to only organization, or contact records. | * One-time, ad-hoc import of information, limited to only organization, or contact records. | ||
|- | |- | ||
| − | | Import | + | || Import |
| − | | [[Auto Loader]] | + | || [[Auto Loader]] |
| − | | System Feature | + | || System Feature |
| − | | Medium | + | || Medium |
| − | | Plain text (CSV, XML, JSON) | + | || Plain text (CSV, XML, JSON) |
| − | | Manual / Automated | + | || Manual / Automated |
| − | | | + | || |
* 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. | ||
|- | |- | ||
| − | | Export | + | || Import |
| − | | [[List_View_Overview|List Views]] | + | || [[UTA PDF Parser|PDF Parser]] |
| − | | System Feature | + | || System Feature |
| − | | Low | + | || Low to Medium |
| − | | Plain text (any), MS Excel | + | || PDF |
| − | | Manual | + | || Manual |
| − | | | + | || |
| + | * Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and then re-uploaded to create records within SmartSimple. | ||
| + | |- | ||
| + | || Export | ||
| + | || [[List_View_Overview|List Views]] | ||
| + | || System Feature | ||
| + | || Low | ||
| + | || Plain text (any), MS Excel | ||
| + | || Manual | ||
| + | || | ||
* Any list view can be exported to a downloadable file. | * Any list view can be exported to a downloadable file. | ||
* The export template is customizable and can be configured to represent various data formats. | * The export template is customizable and can be configured to represent various data formats. | ||
|- | |- | ||
| − | | Export | + | || Export |
| − | | [[:Category:Reports|Reports]] | + | || [[:Category:Reports|Reports]] |
| − | | System Feature | + | || System Feature |
| − | | Medium to High | + | || Medium to High |
| − | | Plain text (any), MS Excel, PDF | + | || Plain text (any), MS Excel, PDF |
| − | | Manual / Automated | + | || Manual / Automated |
| − | | | + | || |
* Reports can be exported to a downloadable file. | * Reports can be exported to a downloadable file. | ||
* The export template is customizable and can be configured to represent various data formats. | * 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. | * Reports also support the OData protocol and can be used as an OData source. | ||
|- | |- | ||
| − | | Export | + | || Export |
| − | | [[Workflows]] | + | || [[Workflows]] |
| − | | 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. | ||
| + | |||
| + | {|class="wikitable" | ||
|- | |- | ||
| − | | | + | !| Data Flow |
| − | + | !| Feature | |
| − | | | + | !| Type |
| − | | | + | !| Complexity |
| − | + | !| Format | |
| − | + | !| Methodology | |
| − | | | + | !| Description |
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|- | |- | ||
| − | | | + | || Import/Export |
| − | | [[Online Editing|Microsoft Online File Editor]] | + | || [[Online Editing|Microsoft Online File Editor]] |
| − | | Desktop Plugin | + | || Desktop Plugin |
| − | | Low | + | || Low |
| − | | MS Word, MS Excel, MS Powerpoint | + | || MS Word, MS Excel, MS Powerpoint |
| − | | Manual | + | || Manual |
| − | | | + | || |
* 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 |
| − | | Low | + | || Low |
| − | | MS Outlook | + | || MS Outlook |
| − | | Manual | + | || Manual |
| − | | | + | || |
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple. | * Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple. | ||
|} | |} | ||
[[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 |
|
| 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.
