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c360 Import Manager for Microsoft Dynamics CRM 3.0

Import Managerc360 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 3.0

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

Import Manager is available in 2 Editions

1. Migration Edition ($795)

  • 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 ($2,495)

  • 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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