Import Manager 360

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Data Import for Microsoft Dynamics CRM 2011 through CRM 2015 – c360 Import Manager is a powerful data import tool built specifically for 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, schedule on-going data imports, create new records for a given entity in the CRM database, and create relationships to other entities in one single process.

Import Manager gives you the ability to:

  • Import core data into Microsoft CRM entities
  • Import data into custom entities and custom fields
  • Relate entities to each other
  • Create new relationships between entities
  • Drag and Drop field mapping
  • Customizable duplicate checking
  • Data cleansing capability
  • Save field mapping to a configuration file for later use
  • Scheduling functionality for on-going regular data imports
  • Create on-going data imports from your data provider (e.g, Dun & Bradstreet, ERP system, etc.)
  • Plug-ins for ODBC datasource, Text files, Excel files

The chart below lists the comparison between c360 Import Manager and the Microsoft CRM Import tool

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

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