the leading integration and migration solution for Microsoft Dynamics CRM

By: Inaplex  09-12-2011
Keywords: Data Integration, Crm System, Data Transformation

Overview

Inaport provides comprehensive data migration, data integration and data transformation for versions 4.x and 5.x (2011) of Microsoft Dynamics CRM and Microsoft Dynamics CRM Online.

Inaport is characterized by ease of use, exceptional matching capability, and a no-code approach. Despite its breadth and power, however, Inaport is affordably priced and has low ownership costs, ensuring excellent value without compromise.

Data Migration

Data Integration

Inaport can be used to integrate your on-premise or hosted Microsoft Dynamics CRM system with other enterprise or external sources of data, and provides bi-directional data transfer. Typical examples include:

  • Automatically handle web databases, marketing campaigns, telemarketing
  • Populate and update Accounts with ERP data such as order history, products
  • Synchronize CRM data with other applications
  • Import leads from Excel, Access, text files
  • Update Accounts and Contacts from cleaned data
  • Accounting or ERP data into custom entities
  • Identify and block duplicates during data transfer

Typical steps of a data import or data transfer can be found here.

Matching

When importing data into a CRM system, it is vital to ensure that the correct records are updated and that duplicates are not created.

Data Transformation

Customer data frequently requires reformatting to ensure consistent, accurate and clean information is transferred. Inaport provides an extensive library of functions for data transformation and manipulation; the ability to add new fields to incoming data; and the ability to perform extensive conditional tests on data to allow for action based on data quality.

Keywords: Crm System, Data Integration, Data Transformation

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09-12-2011

InaPlex Evaluate Products

Please feel free to contact sales to discuss how Inaport may best work within your organisation, or to book a free webinar. The resources include a number of movies that cover various aspects of setting up, building profiles, and running imports. This license is fully functional, but is restricted to processing 10 records at a time. We hope that you will want to purchase after your evaluation.


09-12-2011

Inaport Product Download

Inaport can be downloaded at any time, and installed on any system that can connect to both the source and the target database. If you do not see the particular migration you require, please contact InaPlex. A migration pack contains a set of profiles for a particular migration path. If you need to use Inaport with ACT!.


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Services Overview

Services may range from a short session designed to assist a team in tackling a difficult project, through to handling a complete migration or developing custom software for specialised integrations. Professional Services are available to assist in the development of solutions to particular challenges. InaPlex has a range of services designed to help our Partners and users make full use of our products.


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Integration and migration solutions for CRM systems - Integration

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InaPlex Product Overview

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