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

• Imports field level data to organizations, contacts.

• 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

• SmartFolders – Files and Folders ONLY

• Files attached to Universal Tracking Applications.

• Files attached to Universal Tracking Applications.

• Reports created in SmartSimple can be accessed to create tables in MS Access.

• Reports created in SmartSimple can be accessed to create spreadsheets in MS Excel.
• Additional pivot table feature can be used to pivot SmartSimple data.

• Organisations, contacts, calendars and email records.

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.

• 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).

• Provides for synchronization of organisations and contacts (including organisation and contact custom fields).

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.

• Workflow supports HTTP Post task type.

• 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.