Smartstaff, administrator
687
edits
Changes
no edit summary
{{CategoryHeader}}
SmartSimple supports a number of techniques for importing and exporting information. The below table briefly outlines the various techniques available.
{|class="wikitable"
|-
| 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_View_Overview|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
| [[:Category:Reports|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 [[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.
|-
| Both
| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]
| System Feature
| Medium to High
| Manual / Automated
|
* Standard API for any degree of integration.
* Only recommended for use by developers.
|-
| Import
| [[UTA PDF Parser|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
| [[:Category:Data Exchange|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
| [[Online Editing|Microsoft Online File Editor]]
| Desktop Plugin
| Low
| Manual
|
* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
|-
| Both
| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
| Desktop Plugin
| Low
| Manual
|
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
|}
[[Category:Contents]]
