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SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.
| Data Flow
|
Feature
|
Type
|
Complexity
|
Methodology
|
Description
|
| Import
|
Import Wizard
|
System Feature
|
Low
|
Manual
|
- One-time, ad-hoc import of information, limited to only organization, or contact records.
|
| Import
|
Auto Loader
|
System Feature
|
Medium
|
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.
|
| Export
|
List Views
|
System Feature
|
Low
|
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
|
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
|
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.
|
| Both
|
SmartConnect RESTful API
|
System Feature
|
Medium to High
|
Manual / Automated
|
- Standard API for any degree of integration.
- Only recommended for use by developers.
|
| Import
|
PDF Parser
|
System Feature
|
Low to Medium
|
Manual
|
- Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and then re-uploaded to create records within SmartSimple.
|
| Both
|
UTA Data Exchange
|
System Feature
|
Low to Medium
|
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.
|
| Both
|
Microsoft Online File Editor
|
Desktop Plugin
|
Low
|
Manual
|
- Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
|
| Both
|
Microsoft Outlook Synchronization
|
Desktop Plugin
|
Low
|
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.
