c360 PRODUCTS
c360 Import Manager for Microsoft Dynamics CRM 2011 On-Premise and Online
c360 Import Manager is a powerful data import tool built specifically for Microsoft Dynamics CRM that offers a more flexible way to import data for CRM. Import Manager makes it possible to import data from one or more data sources, create new records for a given entity in the CRM database, and create relationships to other entities in one single process with scheduled 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 relationships between entities
- Customized field mapping
- Customizable duplicate checking
- Data cleansing capability - updating fields on already existing records during an import
- Save 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
The chart below chart lists the comparison between c360 Import Manager and the Microsoft CRM Import tool
Microsoft CRM 2011 |
c360 Import Manager |
|
| Entities | ||
| Accounts | x | x |
| Contacts | x | x |
| Leads | x | x |
| All Customizable entities | x | |
| Relationships | ||
| Relate contacts to Accounts | x | |
| Relationships between all entities | x | |
| Features | ||
| Save Import Template | x | |
| Duplicate checking | x | |
| Update records with new information | x | |
| Schedule Imports | x | |
| Features | ||
| Excel plug-in | x | |
| ODBC plug-in | x | |
| Custom plug-in (develop your own) |
x | |
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.
Have support questions? Visit the c360 Support page.
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