If you are just about to embark on implementing a new CRM system, or you have a large amount of complex data to get into an existing CRM system, then the popular 'Inaport' tool can help. Inaport is the the leading tool for performing advanced imports of data into leading CRM solutions like Microsoft, Sage and GoldMine.
With Inaport, you can import contact or lead information from an Excel file, Access database, text files, or web site, using simple or sophisticated matching techniques to prevent duplicates. Inaport also allows you to setup exports from your CRM database also - e.g. export contact information to be verified by a telemarketing operation, then update the CRM system with the results.
Synchronize CRM information with corporate ERP systems.
Inaport provides significant benefits over the native import capabilities of your CRM system:
- Much more powerful matching capabilities: prevent duplicates before they come in.
- Vastly superior data transformation capabilities: ensure data is in the correct format for presentation and analysis. E.g. Salesperson is tracked as a number code in Excel, but you want it imported as a proper name into your CRM system.
- Robust in the face of errors: handle dirty, complex data.
- Better manageability, logging and reporting: manage by exception.
Inaport can read from any ODBC compliant data source (including Excel and Access), text files in a variety of formats, and ACT!. Most data sources also allow the use of SQL SELECT statements to join tables and specify where clauses. Inaport also provides sophisticated filtering capabilities, allowing you to exclude unwanted records.
Powerful Data Transformation:
- Convert any field to any other data type (e.g. convert numbers to text)
- Combine fields together or split them apart (e.g. FirstName + LastName <-> First, Last)
- Test incoming data and take actions based on test (e.g if value is blank, provide a default)
- Transform any text in any conceivable manner (e.g strip HTML formatting)
In addition to simply importing data, Inaport allows to test if data already exists and create if not, or update existing. A range of powerful matching options allow you to choose the most effective for your requirements:
- Standard Matching - allows you to test on any field or combination of fields, and also combine match crieteria with OR conditions
- Fuzzy Matching - lets you handle dirty data, where names may be misspelt for example, and to review possible matches before committing
- SQL Matching - provides effective mechanism for updating tables with millions of rows
- In addition, Inaport can integrate with external match engines such as Paribus from QGate.
Inaport lets you update any table or combination of tables in the target CRM system. In addition, update operations can be controlled:
- Skip tables if conditions are met
- Skip fields if source is blank or target not blank
- Check if source and target field are actually different, and skip wite if no change.
For more information on Inaport or your CRM migration project, contact Wizard Systems for a chat on 01454 316800.