When you have made an import job inside Import Manager it is possible to save it for later use. It is then possible to set up a scheduled task (Scheduled tasks from Windows) and run your import job on a specific time. You can setup as many scheduled task as you wish and need for your business.

It can be very useful when you are dealing with information from other databases and need the information inside your CRM solution on a scheduled time.

Let’s imagine that you have these systems in your company: CRM, ERP and a CMS solution.

You would like to know everything about your leads and customers as possible. You have a contact form on your website where people can sign up if they would like to be contacted and you have all your customer finance information in your ERP solution. With Import Manager it is now possible to connect to your CMS database and connect to the table with the signups and setup imports every hour into your lead area in CRM.

You also want to have the finance information from your customers inside your CRM solution, but you don’t want to setup advanced integration to your ERP system. With Import Manager you can do it very easily (perhaps only a few hours). You connect to the ERP database from Import Manager and connect to the table with the finance transaction. You setup a match on account number from your ERP to the account number in CRM and update the transactions to a custom created entity under your account. In that way it is very easy for your sales team to get a quick overview of the transactions on a specific customer.