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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"
| 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
* 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
| 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"
|-
| Both| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]Data Flow| System Feature| Medium to High| JSON| Manual / AutomatedType| * Standard API for any degree of integration.* Only recommended for use by developers. Complexity|-Format| ImportMethodology| [[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.|-| Both| [[: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.Description
|-
| BothImport/Export
| [[Online Editing|Microsoft Online File Editor]]
| Desktop Plugin
* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
|-
| BothImport/Export
| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
| Desktop Plugin
