UltimateForms: Import
Set up automatic import of emails, text messages and database items into various data sources to generate or update list items or documents
UltimateForms:
Import
, a component of
UltimateForms, automatically imports emails and data from line-of-business applications into SharePoint, Salesforce and other data sources.
- Import emails with attachments
- Import items from and into any database (MS SQL, Oracle, ODBC, MySQL)
- Import items from any SOAP and REST web services
- Import items from comma and tab delimited text files
- Import items from Excel files
- Import text messages
- Import into SharePoint, Salesforce and various other data sources
- Specify you own schedule for imports
- Specify unlimited import profiles for a single list
- Use the imported data to generate new items or documents, update existing ones or automatically sync
- 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
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 your data source first. Unfortunately, built-in tools are either missing or too cubersome and limited. Importing data from databases requires external tools or custom development
With Import, 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
Features
| Feature | Image | Our Product | SharePoint Native |
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| Import emails into SharePoint, Salesforce and many other data sources |  |
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| Import emails or database items into any list type |
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| Update existing item with the imported data |
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| Automatically sync list, creating or updating items as necessary |
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| Set up multiple profiles and multiple email accounts for a single list | |
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| Set up multiple Create and Update actions for each profile | |
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| Works with any POP/Exchange account | |
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| Works with any database (MS SQL, Oracle, ODBC, MySql) | |
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| Works with SOAP and REST web services | |
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| Set up condition to filter the items to import | |
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| Imports attachments from emails and binary files from DB | |
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| 100% web-based, no client installation | |
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| Localized into English, French, Spanish and German | |
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Note: unless specifically stated otherwise, all products require only SharePoint 2016 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
Blog
- 2/6/2023 : Build Your Own Offline PDF Forms for Automatic Import to SharePoint
- 11/29/2022 : Advanced import options for Exchange Online
- 1/8/2021 : Importing SMS text messages into SharePoint
- 6/8/2018 : New features in our Import component June 2018
- 5/29/2018 : Automatically import Excel files into SharePoint lists
- 12/13/2016 : New - import CSV files into SharePoint
- 11/18/2016 : Importing data from Microsoft Azure's cloud MSSQL Database
- 11/16/2015 : Importing emails into SharePoint lists
- 9/24/2013 : Automate business processes with $Extract function
- 7/25/2013 : Synchronizing DB tables with SharePoint lists
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| Version | Release Date | Changes |
|---|---|---|
| 1.19.2 | 30-Nov-2023 |
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| 1.19.1 | 11-Sep-2023 |
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| 1.19.0 | 02-May-2023 |
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| 1.18.4 | 27-Mar-2023 |
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| 1.18.3 | 02-Mar-2023 |
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| 1.18.2 | 13-Feb-2023 |
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| 1.18.1 | 12-Jan-2023 |
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| 1.18.0 | 15-Dec-2022 |
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Although this feature can be purchased and installed separately, we highly recommend always installing the complete UltimateForms suite. It will ensure you are not limited in any way when implementing your business solutions and achieve the best possible result.
$37.14
per server per month, includes support
or
$891
Perpetual license for one server, including first year of support
No Credit Card. No Obligation.
