Import/Export and Integration Techniques Overview

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	SmartFolders – Files and Folders ONLY	Medium	Yes	Yes	Used to synchronize on-line and off-line folders.	Desktop application
SmartFileRetriever	Files attached to Universal Tracking Applications.	Low	No	Yes	Used to export and backup files.	Desktop application
SmartFiler	Files attached to Universal Tracking Applications.	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: Ability to merge data from a SmartSimple report into a document template. 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: 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.	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	Workflow supports HTTP Post task type.	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