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

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{{DeprecatedPage}}
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SmartSimple supports a number of techniques for importing, exporting and integration with other systems.   
 
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.
 
This article describes the techniques available with links to related articles.
  
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{|class="wikitable"
 
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|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
 
|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''
 
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|[[Importing Organisation Records|Import Wizard]]
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|[[Import Wizard]]
 
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* Imports field level data to organizations, contacts.
 
* Imports field level data to organizations, contacts.
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|[[Auto Loader]]
 
|[[Auto Loader]]
 
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* Loads bulk records for Organisations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities.
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* Loads bulk records for organizations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities and [[Transactions]].
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* Does not support Transactions (Company or People)
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<!--* Does not support Transactions (Company or People) [See Previous_Upgrade:_October_1st_2010]-->
 
* Recommended for large imports and updates
 
* Recommended for large imports and updates
 
|Medium||Yes||No||Provides for automated upload/update processes.||Server based process
 
|Medium||Yes||No||Provides for automated upload/update processes.||Server based process
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|[[UTA Data Exchange|Universal Tracking Application Data Exchange]]
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|[[:Category:Data Exchange|UTA Data Exchange]]
 
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* 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).
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* Provides for synchronization of Universal Tracking application data at Level 1, level 2 and Level 3 and associated organisations and contacts (including organization and contact custom fields).
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
  
 
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|[[:Category:Object Synchronization|ObjectSync]]
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|[[:Category:ObjectSync|ObjectSync]]
 
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* Provides for synchronization of organisations and contacts (including organisation and contact custom fields).
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* Provides for synchronization of organizations and contacts (including organization and contact custom fields).
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
 
|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process
  
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# 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.
 
# 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.
 
# A report can be configured with an XML layout to create a XML version of the data.
 
# A report can be configured with an XML layout to create a XML version of the data.
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|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.||Server based process
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|Medium-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.||Server based process
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|[[Exporting List View Results to Microsoft Excel|Exporting List Views to Microsoft Excel]]
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The results of [[List View Overview|list views]] can be exported directly to Microsoft Excel with a one-click functionality.
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|Low||No||Yes||Excel spreadsheets can be created on the fly, using blank worksheets or [[Using an Excel Template for List View Export Results|user-built Excel templates]].||Server based process
  
 
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|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.||Server based process
 
|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.||Server based process
  
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|[[UTA PDF Parser]]
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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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|Low ''(for end users)''<br>Medium ''(configuration)''||Yes||Yes||Users can fill out PDF documents while offline and upload to SmartSimple at their convenience, thereby automatically creating records in SmartSimple without having to re-enter the data.||Server based process
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<!-- DESKTOP API NO LONGER SUPPORTED [June 5, 2013]
 
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|[[API]]
 
|[[API]]
 
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* 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.
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* All system objects, organizations, 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]].
 
* [[API]] cannot be used to manipulate files in [[SmartFolders]].
 
|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application
 
|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application
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-->
  
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[[Category:Integration]]
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|-
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|[[API|API's]]
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|
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* All system objects, organizations, contacts, roles, [[Universal Tracking Application]] data including files stored in single and multiple file fields can be manipulated with the API.
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|High||Yes||Yes||Main component designed for programmer level system integration.||Web/Browser applications

Latest revision as of 14:38, 19 October 2017


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.

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 Type
Import Wizard
  • Imports field level data to organizations, contacts.
 Low Yes No One time import only. Browser based process
Auto Loader
  • Loads bulk records for organizations, contacts, Universal Tracking Application Level 1, Level 2 and Level 3 entities and Transactions.
  • Recommended for large imports and updates
 Medium Yes No Provides for automated upload/update processes. Server based process
File Sync Medium Yes Yes Used to synchronize on-line and off-line folders. Desktop application
SmartFileRetriever Low No Yes Used to export and backup files. Desktop application
SmartFiler Low Yes No Desktop application
MS Access Plug-in
  • 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 Office extension
MS Excel Plug-in
  • 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 Office extension
MS Outlook Plug-in
  • 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 Office extension
MS Word Plug-in

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. MS Office extension
UTA Data Exchange
  • Provides for synchronization of Universal Tracking application data at Level 1, level 2 and Level 3 and associated organisations and contacts (including organization and contact custom fields).
 Medium Yes Yes Only useful for inter-instance integration. Server based process
ObjectSync
  • Provides for synchronization of organizations and contacts (including organization and contact custom fields).
 Medium Yes Yes Only useful for inter-instance integration. Server based process
Reports

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.
 Medium-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. Server based process
Exporting List Views to Microsoft Excel

The results of list views can be exported directly to Microsoft Excel with a one-click functionality.

Low No Yes Excel spreadsheets can be created on the fly, using blank worksheets or user-built Excel templates. Server based process
Workflows 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. Server based process
UTA PDF Parser
  • Fillable forms in PDF format can be downloaded from SmartSimple, completed offline and then re-uploaded to create records within SmartSimple.
 Low (for end users)
Medium (configuration)		 Yes Yes Users can fill out PDF documents while offline and upload to SmartSimple at their convenience, thereby automatically creating records in SmartSimple without having to re-enter the data. Server based process


API's
  • All system objects, organizations, contacts, roles, Universal Tracking Application data including files stored in single and multiple file fields can be manipulated with the API.
 High Yes Yes Main component designed for programmer level system integration. Web/Browser applications
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