UltimateForms: Import

Set up automatic import of emails and database items into any SharePoint list or library to generate or update list items or documents
UltimateForms: Import , formerly 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, My SQL)
  • Import items from any SOAP and REST web services
  • Import items from comma and tab delimited text files
  • Import items from Excel 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

Blog

Features

Feature Image Our Product SharePoint Native
Import emails into document libraries caption   Included  
Import emails or database items into any list type   Included  
Update existing item with the imported data   Included  
Automatically sync list, creating or updating items as necessary   Included  
Set up multiple profiles and multiple email accounts for a single list caption   Included  
Set up multiple Create and Update actions for each profile caption   Included  
Works with any POP/Exchange account caption   Included  
Works with any database (MS SQL, Oracle, OLE DB, ODBC) caption   Included  
Works with SOAP and REST web services caption   Included  
Set up condition to filter the items to import caption   Included  
Imports attachments from emails and binary files from DB caption   Included  
100% web-based, no client installation caption   Included  
Localized into English, French, Spanish and German caption   Included  
Note: unless specifically stated otherwise, all products require only SharePoint 2013 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
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Version Release Date Changes
1.17.2 06-Sep-2022
  • Fixed: Importing from external files
1.17.1 21-Aug-2022
  • Fixed: support for Excel date columns
1.17.0 11-Jul-2022
  • Added: Global settings to control mailboxes authorized for import
  • Added: Send notification on success
  • Added: Ignore attachments switch
  • Added: Obfuscation of credentials
  • Upgraded to Microsoft .Net Framework 4.8
1.16.3 06-Apr-2022
  • Fixed: export-import compatibility
1.16.2 23-Mar-2022
  • Fixed: handling request Headers in Import profiles
1.16.1 21-Mar-2022
  • Fixed: Office 365 Email import
1.16.0 17-Mar-2022
  • Added: Include header row in CSV
  • Added: additional types of delimiters
1.15.2 29-Jul-2021
  • Fixed: error during logs clearing
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.
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