SmartSimple provides various methodologies for the import and export of data. The table below summarizes the different techniques currently available.
Currently Supported Features
Data Flow
Feature
Type
Complexity
Format
Methodology
Description
Import/Export
SmartConnect RESTful API
System Feature
Medium to High
JSON
Manual / Automated
Standard API suitable for various levels of integration.
Recommended for use exclusively by developers.
Import/Export
UTA Data Exchange
System Feature
Low to Medium
SmartSimple Record Object
Manual
Facilitates data transfer exclusively between SmartSimple instances.
Commonly utilized within the Insurance and Medical sectors for the exchange of insurance cases or medical briefs.
Import
Import Wizard
System Feature
Low
Plain text (CSV)
Manual
One-time, ad-hoc import of data, limited to organization or contact records.
Import
Auto Loader
System Feature
Medium
Plain text (CSV, XML, JSON)
Manual / Automated
Repeatable import of information pertaining to any type of record.
Data is imported via file upload to a SmartFolder. The file content must adhere to a pre-defined format established during the Auto Loader setup.
Import
PDF Parser
System Feature
Low to Medium
PDF
Manual
Fillable forms in PDF format can be downloaded from SmartSimple, completed offline, and subsequently re-uploaded to create records within the platform.
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 function as an OData source.
Export
Workflows
System Feature
Medium to High
Web Services (REST, SOAP), HTTP Post
Manual / Automated
An HTTP Post workflow task type is available, allowing for HTTP posts to an external system based on workflow triggers.
