Category:Data Import/Export

This page is meant to organize categories, please see the below listings to navigate the sub-categories and articles.

SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.

Currently Supported Features

Data Flow	Feature	Type	Complexity	Format	Methodology	Description
Import/Export	SmartConnect RESTful API	System Feature	Medium to High	JSON	Manual / Automated	Standard API for any degree of integration. Only recommended for use by developers.
Import/Export	UTA Data Exchange	System Feature	Low to Medium	SmartSimple Record Object	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.
Import	Import Wizard	System Feature	Low	Plain text (CSV)	Manual	One-time, ad-hoc import of information, limited to only organization, or contact records.
Import	Auto Loader	System Feature	Medium	Plain text (CSV, XML, JSON)	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.
Import	PDF Parser	System Feature	Low to Medium	PDF	Manual	Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and then re-uploaded to create records within SmartSimple.
Export	List Views	System Feature	Low	Plain text (any), MS Excel	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	Plain text (any), MS Excel, PDF	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	Web Services (REST, SOAP), HTTP Post	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.

Retired Features

The following are past features that have been deprecated and should no longer be used.

Data Flow	Feature	Type	Complexity	Format	Methodology	Description
Import/Export	Microsoft Online File Editor	Desktop Plugin	Low	MS Word, MS Excel, MS Powerpoint	Manual	Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
Import/Export	Microsoft Outlook Synchronization	Desktop Plugin	Low	MS Outlook	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.

D

• ► Data Import‎ (12 P)
• ► Document Generation‎ (2 C, 4 P)

R

• ► Reports‎ (2 C, 71 P)