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
Import Wizard 1	Imports field level data to organizations, contacts.	Low	Yes	No	One time import only.
Autoloader 2	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	Medium	Yes	No	Provides for automated upload/update processes.
File Sync 3	SmartFolders – Files and Folders ONLY	Medium	Yes	Yes	Used to synchronize on-line and off-line folders.
SmartFileRetriever 3	Files attached to Universal Tracking applications.	Low	No	Yes	Used to export and backup files.
SmartFiler 3	Files attached to Universal Tracking applications.	Low	Yes	No
MS Access Plug in 4	* 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 Excel Plug-in 4	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 Outlook Plug-in 4	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 Word Plug-in 4	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.
Universal Tracking Application Data Exchange 2	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).	Medium	Yes	Yes	Only useful for inter-instance integration.
ObjectSync 2	Provides for synchronization of organisations and contacts (including organisation and contact custom fields).	Medium	Yes	Yes	Only useful for inter-instance integration.
Reports 2	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.	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.
Workflow 2	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.
API 3	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.	High	Yes	Yes	Main component designed for programmer level system integration.