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

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|Import Wizard 1
 
|Import Wizard 1
 
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Imports field level data to organizations, contacts.
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* Imports field level data to organizations, contacts.
 
|Low||Yes||No||One time import only.
 
|Low||Yes||No||One time import only.
  
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|Autoloader 2
 
|Autoloader 2
 
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Loads bulk records for Organisation, contact, Universal Tracking Application, Level 1 and Level 2 entities.<br>
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* Loads bulk records for Organisation, contact, Universal Tracking Application, Level 1 and Level 2 entities.
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Currently does not support level 3 items or organisation or contact type transactions.<br>
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* Currently does not support level 3 items or organisation or contact type transactions.
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Recommended for large imports and updates
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* Recommended for large imports and updates
 
|Medium||Yes||No||Provides for automated upload/update processes.
 
|Medium||Yes||No||Provides for automated upload/update processes.
  
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|MS Access Plug in 4||* 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.
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|MS Access Plug in 4|
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* Reports created in SmartSimple can be accessed to create tables in MS Access.
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|Medium||No||Yes||User requires administrative access rights to their machine to install and configure.
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|MS Excel Plug-in 4
 
|MS Excel Plug-in 4

Revision as of 13:37, 11 June 2009

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
Import Wizard 1
  • Imports field level data to organizations, contacts.
 Low Yes No One time import only.
Autoloader 2
  • Loads bulk records for Organisation, contact, Universal Tracking Application, Level 1 and Level 2 entities.
  • Currently does not support level 3 items or organisation or contact type transactions.
  • Recommended for large imports and updates
 Medium Yes No Provides for automated upload/update processes.
File Sync 3
  • SmartFolders – Files and Folders ONLY
 Medium Yes Yes Used to synchronize on-line and off-line folders.
SmartFileRetriever 3
  • Files attached to Universal Tracking applications.
 Low No Yes Used to export and backup files.
SmartFiler 3
  • Files attached to Universal Tracking applications.
 Low Yes No
  • 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 Excel Plug-in 4
  • 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 Outlook Plug-in 4
  • 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 Word Plug-in 4

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.
Universal Tracking Application Data Exchange 2
  • 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).
 Medium Yes Yes Only useful for inter-instance integration.
ObjectSync 2
  • Provides for synchronization of organisations and contacts (including organisation and contact custom fields).
 Medium Yes Yes Only useful for inter-instance integration.
Reports 2

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.
 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.
Workflow 2 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.
API 3
  • 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.
  • API cannot be used to manipulate files in SmartFolders.
 High Yes Yes Main component designed for programmer level system integration.
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