How does it work?

Easy to use

Import Manager is a powerful tool by CRM Extensions that allows large scale management of data for Microsoft Dynamics CRM, 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 ImportManager is it now possible to delete unwanted data as part of the data transformation process.

 

Import Manager's client-server architecture also enables one Import Manager Server installation to connect to several CRM Servers. Therefore it is possible to log into the ImportManager Server from a client and control the import process according to each user’s privileges.

 

Another feature of Import Manager is the 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 2007/10-like user interface.

 

Find details about how to purchase  Import Manager

 

Import Manager v5 supports CRM 3.0, CRM 4.0 and CRM 2011 on all platforms (On-Premise, Partner Hosted and Online)

 
 

Own Server

When you are using Import Manager on your own server, should you install ImportManager Server on a server where it is possible to connect to you CRM deployment. After you have installed the server is it possible to connect to it from the Import Manager Client and set up import jobs. When you have made a mapping of the data from your data source and started the import is it possible to disconnect and ImportManager Server will ensure the data gets into your Microsoft Dynamics CRM solution.

Hosted CRM

Import Manager does work on Microsoft Online and hosted CRM solutions. You need to install the Import Manager Server on one of your own servers and from there connect to the hosted deployment. When it is connected is it now possible from your Import Manager Client to connect to the Import Manager Server and set up import jobs. It is a very good partner tool because you can connect to all your customer solutions directly from the Import Manager Server, so you from now on only need one tool to ensure data gets correctly into your customers solutions