The Communications module enables data input into EasySmartForms to be transferred to other software solutions.
How to Deliver Data Transfers
Data transfers can be created and configured against the following modules; Contracts, Invoicing, CRM, Planned Works and Suppliers.
How to Both Import & Export The Information
Information is selected and exported in a csv file format and sent to an sftp server location. The frequency of the export can be configured to be any regular timing that suits the transfer.
Information can be exported out of EasySmartForms; it can also be imported from other software systems, such as Oracle, Accuserv and Sage.