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[[SmartSimple]] supports two techniques for transferring information between individual instances, the '''[[ObjectSync]]''' feature (covered in the System Administrator Guide) and the '''UTA Data Exchange''' feature which will be covered in this article. The following table outlines the differences between these two approaches: [[Image:Data.png]][[Image:Data1.png]]

Before you can share [[UTA ]] information between multiple [[Instance|instances]] you will need to configure each [[Instance|instance ]] as follows:* Each [[Instance|instance ]] must have a [[UTA ]] enabled.The [[Application|applications ]] in each [[Instance|instance]] do not need to have the same name or standard or [[Custom Field|custom fields]], statuses, Level 1 or [[Level 2 Entity]] types, but must have some common information in order to store the shared information.* Each [[UTA ]] needs to have the '''Data Exchange''' feature activated.* The [[Instance|instance]] details for each exchange instance must be added to the other instance’s [[UTA]].* An encryption key must be generated (within the [[UTA]]) for each organisation that exchanges data.* Define the fields to be exchanged between instances. '''At least''' one standard field must be selected at each level of the [[UTA]].

* If you wish to simply send information (your [[Instance|instance ]] is known as the “sending instance”) to another [[Instance|instance]] (this instance is known as the “receiving instance”), then the receiving [[Instance|instance]] will generate an encryption key that you store in your instance. This key is used to encrypt the information that you send. This ensures that information you send can only be decrypted by the receiving instance.* If you wish to receive information as well as send information, then you need to generate an encryption key in your [[Instance|instance]] that will be stored in the other instance’s [[UTA]]. This ensures that the information you receive can only be decrypted by your instance.

{{PrevNextStart}} [[Exporting Companies and Contacts]]{{PrevNextMid}} [[:Category:Universal Tracking Application|Back to Main Page]] {{PrevNextEnd}} [[Category:Data Exchange]][[Category:ApplicationsUniversal Tracking Application]]