Inaport - Import, migration and integration for Microsoft Dynamics CRM
Inaport provides seamless import, migration, and integration for Microsoft Dynamics CRM version 4.x, on-premise
or hosted.
You can evaluate Inaport with no risk and no cost.
Read about the Inaport feature set, or take an Inaport tour.
Import
Import data from any data source into any entity in Dynamics CRM
- Leads from Excel, Access, text files
- Update Accounts and Contacts from cleansed data
- Accounting or ERP data into custom entities
A range of simple to sophisticated matching techniques
make it easy to prevent duplicates or identify the correct entity to update.
Migrate
Migrate legacy CRM systems such as ACT!, GoldMine or Salesforce to Dynamics.
- Move all major entities such as Account, Contacts, History, Activities, Opportunities
- Re-assign record ownership on the fly
- Populate picklists from source data
Powerful data transformation capabilites make it easy to clean and reformat data.
Integrate
Integrate your on-premise or hosted Dynamics CRM system with other enterprise sources
- Automatically handle web databases, marketing campaigns, telemarketing
- Populate and update Accounts with EP data such as order history, products
- Synchronize CRM data with other applications
Extensive logging and automation functionality let you build fully automated systems.
Case Study
The Inaport adapter for Dynamics CRM has extensive business logic implementing a deep understanding of the requirements of the
Dynamics CRM database.
A US based supplier of medical supplies and products for care at home has a legacy Oracle based system for
holding patient and product information. Sales representatives need to access as many as 20 screens to gather
patient information, current product usage, and health insurance status.
An
InaPlex reseller implemented a new Dynamics CRM system that integrates
all information into a single system for the sales and marketing team.
Inaport is being used both for initial load of patient data from the legacy system, and for regular import
and update of all the patient, product, therapy, insurance, physician and product data from the
Oracle system. Key features of the integration include:
- Scheduled unattended updates of the Dynamics system.
- Matching and deleting records that are no longer current.
- Updating new custom entities in Dynamics CRM that hold the specialised information.
- On the fly handling of dirty and missing data.
- Selective updating of fields only if the incoming value is different - allows triggering
workflow only when the incoming data has changed.