Data Import-Export for Creatio
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Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database

Overview

Product overview

Product description

Data Import-Export for Creatio (Dimex) enables you to manage and schedule your import and export data. The data source can be CSV Files or connection to any SQL Server database.

Import Features:

  • Import mode: select “Do add”, “Do update” or both modes to import your data to Creatio
  • “Do update” will update only relevant records, keeping the rest of the data safe
  • “Is required” mode: verify the data upload by marking the target information as required, and the system will reject import if necessary data is missing
  • “Test mode”: choose this mode to see the import results before applying modifications to the data
  • Transform values: transform your data while uploading to match your database requirements
  • Set “Default value” if the data source does not contain necessary information and apply rules for their filling
  • Lookup management: retrieve matching lookup identifier based upon fields of the lookup
  • Field Format: choose date or decimal format to match the imported data

Scheduling Features:

The scheduling module allows to plan the import sessions flexibly:

  • Every x minute(s)
  • Every x hour(s)
  • Every x day(s) at a specific time
  • Every weekday at a specific time
  • Weekly at a specific time with specific days selection
  • Monthly with a fixed day (e.g. the 5th of every x month(s))
  • Monthly with a variable day (e.g. the 4th Thursday of every x month(s))
  • Yearly with fixed and variable days

Time zone configuration: Set a specific time zone for the whole schedule.

Notes:

This video should help you to understand better the capabilities of the app: https://youtu.be/YfxaRsxutTQ.

Industries

Industries

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.13 and up

Pricing

Monthly
Annual
Data Import-Export for Creatio cloud / on-site subscription
$ 183.33 / month
billed annually

Price is annual and independent of the numbers of schedules and operations managed by Data Import-Export for Creatio.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

For requests and inquiries, please, use supportpf1@processfirst.fr. Cases will be handled by ProcessFirst. Corrections and improvements to be provided in the latest package of support.

Installation

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

7.13 and up

Versions

Versions history

Version
Compatibility
Release date
5.0
7.13 and up
08.11.2023
Release summary

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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