Relationships
Manage relationships between objects when importing
Schedule Imports
Schedule imports on a min/hour/daily basis
All Customizable entities
Import into all entities and attributes in CRM. Including custom entities
Data sources
Connect and collect data from other sources (CSV, ODBC, DB, Excel)
Save Imports
Save import mappings as a template for later use
Transformation
Transform, combine and manipulate data on-the-fly when importing
Duplicate checking
Update records when a given match criterion is met
SQL to CRM
Import data from your database to Microsoft Dynamics CRM solutions
Delete
Delete records based on a given match criterion
Advanced Ownership
Set the ownership based on the data from the data source
Advanced match criteria
Create advanced match criteria based on multiple fields
Command line tools
Execute, stop, log imports from the Command Prompt
Multiple CRM Installations
Manage multiple CRM installations within one ImportManager instance
Entity specific actions
Specific logic like: ‘set state’, ‘Add to marketing list’, ‘Add user to security Role’ or run Workflow are some of the advanced features