Category:Data Import/Export

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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 Format Methodology Description
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.
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 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.
Both 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 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.
Both 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.
Both 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.
Both 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.

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