UltimateForms Smart Import Pro

Set up automatic import of emails and database items into any SharePoint list or library to generate or update list items or documents
Smart Import Pro, a component of UltimateForms, automatically imports emails and data from line-of-business applications into SharePoint lists and document libraries.
  • Import emails with attachments
  • Import items from any database (MS SQL, Oracle, OLE DB, ODBC)
  • Import items from any SOAP and REST web services
  • Import items from comma and tab delimited text files
  • Import into any list, wiki library or document library
  • Specify you own schedule for imports
  • Specify unlimited import profiles for a single list
  • Use the imported data to generate new list items, wiki pages or document, update existing ones or automatically sync lists
  • Extract data, such as IDs from any text, e.g. email "Approve item #12" to approve an item with ID 12
  • Map imported data to list columns the way you want
  • Set conditions on which items to import
  • View import history with a click
  • Localized into English, French, Spanish and German
Read our blog entry for step-by-step instructions on how to build the service center business application.

When you want to initiate a business process based on information coming from an email or from a line-of-business application, you need to get that information into a SharePoint list first. Unfortunately, the incoming email feature of SharePoint is cubersome and limited and will only work with document libraries and discussion boards. Importing data from databases requires external tools or custom development

With Smart Import Pro, you can define import profile using just your browser. Create a new profile, set up a schedule, point it to a mail account or a database and decide what you want to do with the incoming data (create new items, just the way you want them or update existing items, you can even extract the ID of the item to update from any text fields, such as email subject line). That's it, your import profile is ready to start working, no hassle.

  • Generate service requests based on email messages
  • Start your business processes based on SQL triggers and data
Feature Image Our Product SharePoint Native
Import emails into document libraries   Included  
Import emails or database items into any list type caption  Included  
Update existing item with the imported data caption  Included  
Automatically sync list, creating or updating items as necessary caption  Included  
Set up multiple profiles and multiple email accounts for a single list   Included  
Set up multiple Create and Update actions for each profile   Included  
Works with any POP/Exchange account   Included  
Works with any database (MS SQL, Oracle, OLE DB, ODBC)   Included  
Works with SOAP and REST web services   Included  
Set up condition to filter the items to import   Included  
Imports attachments from emails and binary files from DB   Included  
100% web-based, no client installation   Included  
Localized into English, French, Spanish and German   Included  
Note: unless specifically stated otherwise, all products require only SharePoint Foundation 4.0/5.0. Microsoft SharePoint Server 2010-2016 is supported, but not required. Except for SharePoint 2013-2016 apps, all of our products must be installed as farm solutions.
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Version Release Date Changes
1.11.4 08-Jan-2018
  • Enhanced REST import logic
  • Fixed: making Update date column setting optional in service profiles
1.11.3 22-Nov-2017
  • Added: support for schema names in DB profiles
  • Enhanced old log entries removal logic
  • Fixed: reset of Associated Items column value
1.11.2 11-May-2017
  • Added: option to specify value for Created By field in Create item action
  • Added: option to specify Folder path in Create action
  • Added: generating an initial value for Associated items columns
  • Fixed: replacing all blank space character with a space in StripHtml
  • Fixed: deleting emails after import
  • Fixed: preventing log errors when there no emails to import
1.11.1 10-Jan-2017
  • Fixed: handling empty values in conditions
1.11.0 02-Dec-2016
  • Added: support for CSV and TSV file import
1.10.7 21-Sep-2016
  • Added: integrating training and documentation
1.10.6 11-Jan-2016
  • Added: failsafe for handling attachments that are blocked in SharePoint
  • Fixed: support for special characters in table or view names of MS SQL import source
1.10.5 07-Dec-2015
  • Support for Basic authentication for WS/REST
Most Recent Newer  
Want to try before you buy? Just download the 30-day full-featured trial version! You can even turn it into a registered version by simply entering a license key.
License Type Price Buy Now
Server License with Annual Support 849 US$
Server License 699 US$
Developer License 149 US$
Annual Support Renewal 169 US$

Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.

License Types

  • Server License with Annual Support - entitles you to the right of installing the product on one front-end server, including the right to contact us on non-bug related issues within the period of one year, you may also upgrade to any future major/minor version.
  • Server License - entitles you to the right of installing the product on one front-end server. Front-end server is one responding to user requests (web server). This license is not time-limited, but you are not entitled to new major/minor versions, except for explicit bug fixes within the first 12 months.
  • Developer License - entitles you to the right of installing the product on one front-end server in non-production environment. Note that you must order at least one full server license to have the right to order a developer license.
  • Annual Support Renewal - extends the annual support for another year.