Smartstaff, administrator
687
edits
Changes
m
updated table formatting
{|class="wikitable"
|-
!| Data Flow!| Feature!| Type!| Complexity!| Format!| 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|| [[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.
|-
|| 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|| [[List_View_Overview|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|| [[:Category:Reports|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|| 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.
{|class="wikitable"
|-
!| Data Flow!| Feature!| Type!| Complexity!| Format!| Methodology!| Description
|-
|| Import/Export|| [[Online Editing|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.
|-
|| Import/Export|| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]|| Desktop Plugin|| Low|| MS Outlook|| Manual||
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
|}
[[Category:Contents]]
