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
Inaport provides full migration of legacy CRM systems, such as ACT! and GoldMine, to Microsoft CRM
using free standard maps. For non-standard implementations, the full power of Inaport’s matching
and data manipulation functions can be used to modify standard maps and set up custom maps, providing a
cost-effective and realistic way forward for any 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.
Inaport provides an array of sophisticated techniques for matching accounts, contacts and any other data
in the CRM system. Different methods can be used in the same job for different types of records, allowing
you to handle complex requirements an optimise performance. More information here.
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.