Difference between revisions of "Category:Data Import/Export"

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SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.
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{|class="wikitable"
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|-
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| Data Flow
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| Feature
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| Type
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| Complexity
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| Methodology
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| Description
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|-
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| Import
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| [[Import Wizard]]
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| System Feature
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| Low
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| Manual
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|
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* One-time, ad-hoc import of information, limited to only organization, or contact records.
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|-
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| Import
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| [[Auto Loader]]
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| System Feature
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| Medium
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| Manual / Automated
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|
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* Repeatable import of information regarding any type of record.
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* 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.
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|-
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| Export
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| [[List_View_Overview|List Views]]
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| System Feature
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| Low
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| Manual
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|
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* Any list view can be exported to a downloadable file.
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* The export template is customizable and can be configured to represent various data formats.
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|-
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| Export
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| [[:Category:Reports|Reports]]
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| System Feature
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| Medium to High
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| Manual / Automated
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|
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* Reports can be exported to a downloadable file.
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* The export template is customizable and can be configured to represent various data formats.
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* Reports also support the OData protocol and can be used as an OData source.
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|-
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| Export
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| [[Workflows]]
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| System Feature
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| Medium to High
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| Manual / Automated
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|
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* 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.
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* Only recommended for use by developers.
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|-
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| Both
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| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]
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| System Feature
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| Medium to High
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| Manual / Automated
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|
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* Standard API for any degree of integration.
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* Only recommended for use by developers.
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|-
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| Import
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| [[UTA PDF Parser|PDF Parser]]
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| System Feature
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| Low to Medium
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| Manual
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|
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* Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and then re-uploaded to create records within SmartSimple.
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|-
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| Both
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| [[:Category:Data Exchange|UTA Data Exchange]]
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| System Feature
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| Low to Medium
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| Manual
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|
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* Allows for data to be transferred strictly between SmartSimple instances.
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* Typically used in the Insurance/Medical industry for clients to exchange insurance cases or medical briefs.
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|-
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| Both
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| [[Online Editing|Microsoft Online File Editor]]
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| Desktop Plugin
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| Low
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| Manual
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|
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* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
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|-
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| Both
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| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
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| Desktop Plugin
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| Low
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| Manual
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|
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* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
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|}
  
 
[[Category:Contents]]
 
[[Category:Contents]]

Revision as of 15:37, 19 October 2017

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.

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.

D

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