SmartSimple provides several methods for importing and exporting data. Methods vary by data flow, effort, and format.
IN THIS ARTICLE
Import and Export Methods
| Data Flow | Feature | Effort | Format | Method | Description |
|---|---|---|---|---|---|
| Import Export | Smart Connect RESTful API | Medium to High | JSON | Manual / Automated | Suitable for various levels of integration; recommended for developers only |
| Import Export | UTA Data Exchange | Low to Medium | SmartSimple Record Object | Manual | Transfers data only between SmartSimple instances; commonly used in insurance and medical sectors to exchange insurance cases or medical briefs |
| Import | Import Wizard | Low | Plain text (CSV) | Manual | Supports one-time, ad-hoc import of data; limited to organization or contact records |
| Import | Auto Loader | Medium | Plain text (CSV, XML, JSON) | Manual / Automated | Supports repeatable import of data for any record type; imported by uploading a file to a SmartFolder; file must match a format defined during setup |
| Import | PDF Parser | Low to Medium | Manual | Fillable PDF forms downloaded from SmartSimple, completed offline, and re-uploaded to create records | |
| Export | List Views | Low | Plain text (any), MS Excel | Manual | Any list view can be exported to a downloadable file; export template customizable for various data formats |
| Export | Reports | Medium to High | Plain text (any), MS Excel, PDF | Manual / Automated | Can be exported to a downloadable file; export template customizable for various data formats; supports OData protocol; can function as an OData source |
| Export | Workflows | Medium to High | Web Services (REST, SOAP), HTTP Post | Manual / Automated | HTTP Post workflow task type available for sending HTTP posts to an external system based on workflow triggers; recommended for developers only |