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c360 Import Manager for Microsoft Dynamics CRM 4.0

Import Managerc360 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
Import into all entities and attributes in CRM including custom entities and attributes

ü ü
Relationships
Manage relationships between objects 		Partly ü

Save Import
Save Import mappings as a template for later use

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
Schedule imports on a daily basis

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)
Import data from other Microsoft Dynamics CRM systems

 n/a ü

Advanced Ownership
Set the ownership of any given object in the system based on data from the data source or inherit from related objects

n/a ü

Advanced match criteria
Create advanced match criteria based on multiple fields from the data source

 n/a ü

Command line tools
Execute, stop, log imports from the Command Prompt

 n/a ü

Office 2007 UI
Consistent Office 2007 Look-and-feel experience

 ü ü

Multiple CRM installations
Manage multiple CRM installations within one ImportManager instance

 n/a ü

Entity specific actions
Execute platform specific logic like “Set State”, “Add to marketing list”, “Add User to Security Role” ect.

 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.

Click here to download Import Manager

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