Data Import
Overview
In the current landscape of digital data management, efficiently managing data import and export is crucial. Vymo offers robust and flexible features for administrators and project owners, enabling them to seamlessly transfer and integrate data. This guide explores the diverse configurations available for data import/export within Vymo, emphasizing the platform's adaptability to various technical infrastructures and client needs.
Vymo accommodates different data handling methods, catering to the specific technological stack of each client. Whether through APIs, secure file transfers via SFTP, or bulk uploads using Excel files, Vymo ensures smooth integration. This guide delves into optimizing these processes for administrators and project owners.
Introduction
In Vymo, the configuration of data fields for import and export is strategically handled by the business team during project setup. Vymo's capabilities allow for the export of fields that compute values based on expressions from one or more fields within the dataset. These calculated fields are then displayed as headers in both uploaded and downloaded files.
Configuration Options
The table below provides a snapshot of configuration options across different components:
| Component | Export Capability | Import Capability | Configurable Template | Operational Scope |
|---|---|---|---|---|
| Leads | Yes | Yes | Yes | Module-level |
| Partners | Yes | Yes | Yes | Module-level |
| Activities | Yes | Yes | Yes | Global level |
| Users | Yes | Yes | No | Global level |
Examples:
- Leads in a Lending Bank/NBFC: Upload new leads into Vymo for immediate allocation to the sales team.
- Partner Onboarding: Import partner details from another system into Vymo for integrated partner management.
Key Highlights:
- Field Specification/Template Configuration: Define fields for import or export to ensure consistency.
- Calculated Fields: Handle fields with values derived from expressions during export.
Operational Levels:
- Module-level: Configurations specific to individual modules like Leads and Partners.
- Global-level: Consistent configurations across the platform for components like Activities and Users.