c360 PRODUCTS
c360 Import Manager for Microsoft Dynamics CRM 4.0
c360 Import Manager is a powerful data import tool built specifically for Microsoft Dynamics CRM. Import Manager makes it possible to import data from one or more data sources, create new records of a given entity in the CRM database, and create relationships to other entities in one single process. Compared to the import tool within Microsoft CRM, Import Manager offers a more flexible way to import data including the ability to create relationships to an existing entity in CRM, creating new relationships between entities in the Import Process and schedule on-going data imports. Import Manager gives you the ability to:
- Import core data into Microsoft CRM entities (Accounts, Contacts, Opportunities, Cases)
- Import data into custom entities and custom fields
- Relate entities to each other
- Create new relationship between entities
- Customized field mapping
- Customizable duplicate checking
- Data cleansing capability - updating fields on already existing records during an import
- Save your field mapping to a configuration file for later use
- Scheduling functionality for on-going regular data imports
- Create on-going data import from your data provider (e.g, Dun & Bradstreet, ERP system)
- Plug-ins for ODBC datasource, Text files, Excel files
Below chart lists the comparison b/w c360 Import Manager and the Microsoft CRM Import tool
Microsoft CRM 4.0 |
c360 Import Manager |
|
| Entities | ||
| Accounts | ü | ü |
| Contacts | ü | ü |
| Leads | ü | ü |
| All Customizable entities | ü | |
| Relationships | ||
| Relate contacts to Accounts | ü | |
| Relationships between all entities | ü | |
| Features | ||
| Save Import Template | ü | |
| Duplicate checking | ü | |
| Update records with new information | ü | |
| Schedule Imports | ü | |
| Features | ||
| Excel plug-in | ü | |
| ODBC plug-in | ü | |
| Custom plug-in (develop your own) |
ü | |
Full Edition
Second License for Development and Testing Environments
Upgrade (Migration to Full)
Note about evaluating Import Manager:
Import Manager download comes with a fully functional version limited to importing 10 rows. There is no need for separate Evaluation Licenses.
IMPORT MANAGER MEDiA library:
- Import Manager Screenshot
- Import Manager Video
- Import Manager Installation Guide
- Import Manager Product Data Sheet
- Performance Benchmarking
- Import Manager User Guide