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 4.0. Import Manager allows large scale management of data with unprecedented control and monitoring during import, updating and deletion of data.
Besides allowing you to manage sophisticated data import tasks to Microsoft Dynamics CRM, Import Manager can also help you with your complex data matching needs without requiring any SQL knowledge. Import Manager allows easy drag and drop mapping of fields as well as the possibility of transforming your data on the fly with the help of the new dynamic field functionality. Furthermore, with Import Manager, it is now possible to delete unwanted data as part of the data transformation process.
Import Manager's new client-server architecture also enables one Import Manager installation to connect to several CRM Servers. Therefore it is possible to log into the Import Manager Server from a client and control the import process according to each user’s privileges.
Another feature is the new scheduling engine that runs tasks automatically on a regular basis, which is an ideal solution for larger imports as well as the conservation of system resources during office hours. This feature enables you to ensure that your CRM database is always updated with the latest information from all of external sources.
Import Manager is integrated with Excel, Access, SQL, ERP Systems, Text Files, other CRM Systems and any ODBC based systems and has intuitive Office 2007-like user interface.
Note:
Import Manager can also deployed with CRM Online (formerly CRM Live)
as well
The benefits of Import Manager are:
- Import, update and delete data in all standard and customized entities
- Relate entities to each other
- Scheduled imports
- Connects to all major data sources on Microsoft Dynamics CRM (on-premise, live and hosted)
- Several CRM servers can be controlled from one Import Manager server
Below chart lists the comparison b/w c360 Import Manager and the Microsoft Dynamics CRM Import capabilities
Microsoft Dynamics CRM 4.0 |
c360 Import Manager |
|
All Customizable entities |
ü | ü |
| Relationships Manage relationships between objects |
Partly | ü |
Save Import |
ü | ü |
| Duplicate checking Update records instead of creating duplicates when a given match criterion is met |
n/a | ü |
| Update records Update records on a given key |
Partly (only available through Excel export/import) |
ü |
| Delete Delete records based on a given match criterion |
n/a | ü |
Schedule Imports |
n/a | ü |
| Data Sources Connect and collect data from other sources |
CSV | ü |
| Transformations Transform, combine and manipulate data on-the-fly when importing |
n/a | ü |
CRM-to-CRM data migration (multi tenant) |
n/a | ü |
Advanced Ownership |
n/a | ü |
Advanced match criteria |
n/a | ü |
Command line tools |
n/a | ü |
Office 2007 UI |
ü | ü |
Multiple CRM installations |
n/a | ü |
Entity specific actions |
n/a | ü |
Import Manager is available in 2 Editions
1. Migration Edition
- 45-day version of Import Manager
- Perfect for initial data imports
- Customers can upgrade to the full edition anytime within the 45 days
2. Full Edition
- No expiry
- Perfect for initial and ongoing data imports
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 Basic Use Video
- Import Manager Advanced Use Video
- Import Manager Product Data Sheet
- Import Manager Installation Guide
- Import Manager User Guide
- Import Manager Performance Benchmark - New!