Relationships

• Manage relationships between objects when importing

Schedule Imports

• Schedule imports on a min/hour/daily basis

All Customizable entities

• Import into all entities and attributes in CRM. Including custom entities

Data sources

• Connect and collect data from other sources (CSV, ODBC, DB, Excel) 

Save Imports

• Save import mappings as a template for later use

Transformations 

• Transform, combine and manipulate data on-the-fly when importing

Duplicate checking

• Update records when a given match criterion is met

CRM-to-CRM

• Import data from other Microsoft Dynamics CRM solutions

Delete

Advanced Ownership

• Set the ownership based on the data from the data source

Advanced match criteria

• Create advanced match criteria based on multiple fields 

Command line tools

• Execute, stop, log imports from the Command Prompt 

Multiple CRM Installations

• Manage multiple CRM installations within one ImportManager instance 

Entity specific actions

•  Specific logic like: 'set state', 'Add to marketing list', 'Add user to security Role' or run Workflow are some of the advanced features.