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{{CategoryHeader}}
SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.
=Currently Supported Features=
{|class="wikitable"
|-
!| Data Flow
!| Feature
!| Type
!| Complexity
!| Format
!| Methodology
!| Description
|-
|| Import/Export
|| [[:Category:SmartConnect RESTful API|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
|| [[:Category:Data Exchange|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
|| [[UTA PDF Parser|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_View_Overview|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
|| [[:Category:Reports|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 [[Workflow Task Type: Internet Communication - HTTP POST|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.
{|class="wikitable"
|-
!| Data Flow
!| Feature
!| Type
!| Complexity
!| Format
!| Methodology
!| Description
|-
|| Import/Export
|| [[Online Editing|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
|| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
|| Desktop Plugin
|| Low
|| MS Outlook
|| Manual
||
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
|}
[[Category:Contents]]