File Integration
Integrate any file
with accuracy and efficiency
No more hours spent manually inputting your data and worrying if you’re going to trigger a financial melt-down. Always know your file data is accurate and up to date. On auto-pilot.
Import data quickly across multiple tables, companies, and systems
Customize data mappings to fit your specific requirements
Seamlessly manage lookups and relationships during imports
Schedule, trigger, and transform data with ease for efficient integration
7,000+ businesses of all shapes and sizes
are integrating their data with eOne
Online Directory Service
Consumer Goods
IT Consultancy
Software Provider
IT Consultancy
Media & Journalism
Monitor and take action
Know exactly how your integrations are performing. Review and address any errors in the integration process. Dive deep into the failed source data, analyze errors, and receive email alerts to stay on top of potential issues. Quickly navigate through the transaction lines that failed, edit and correct the details, then reprocess. No more guessing.
Make Excel your gateway
Bring live data into your spreadsheets, or send data to other apps, right from Excel. No more back-and-forth or manual data entry headaches—simply enter your data in the defined format and hit “send to SmartConnect”. Effortlessly fetch data from your data sources directly into Excel using the intuitive ‘Get Data’ function and get productive.
Tap into our 22 years of obsessing over data management
Learn from our data gurus
Master data management
Get human, hands-on help
Pick an expert’s brain
As of 2020, the average mid-market enterprise runs over 100 SAAS apps and the average employee at a mid-market company uses over 14 apps to do their job.
FAQ’s
Popdock is perfect for refreshing data from anywhere into Microsoft Excel using the Popdock Add-in for Microsoft Excel. Any of the reports you’ve created in Popdock should hold their properties with the customizations you’ve applied when you select the report you’d like to bring in.
SmartConnect is the perfect solution for this. You have plenty of options to work with a variety of file types and file/folder locations – local folders and online locations (FTP/SFTP, Microsoft SharePoint and Microsoft OneDrive).
Popdock is a universal query engine that can be used by end users across all business systems. Popdock allows those configurable queries to be displayed in a number of ways: Via Popdock’s web browser UI, in Microsoft Excel as refreshable reports, embedded within another business application where users prefer to work, as connected sensitive data snippets for end users or consumed as an API by your developers.
You can access the pricing details for file integration here.
We recommend using SmartConnect for your automation scenarios with files, and we recommend using Popdock when you’re archiving large data sets to CSV’s in data lakes or when you need to refresh reports into Microsoft Excel.
Popdock is perfect for refreshing data from anywhere into Microsoft Excel using the Popdock Add-in for Microsoft Excel. Any of the reports you’ve created in Popdock should hold their properties with the customizations you’ve applied when you select the report you’d like to bring in.
Popdock is a fully cloud-based application. There is no on-premise installation needed. However, Popdock can connect to data sources from both cloud and on-premise applications. Popdock data may also be embedded and displayed in other applications that are on-premise.
That is a great question. Popdock always returns live data from the source, which means accounting teams can be sure they are looking at real-time data. Most importantly each report can be configured by the accounting team. Accounting teams understand their data better than anyone, so they can handle the nuances of their data, like returns, credits, voids, shipping, and tax, to ensure they are looking at the most accurate information.
You can access the pricing details for file integration here.
We recommend using SmartConnect for your automation scenarios with files, and we recommend using Popdock when you’re archiving large data sets to CSV’s in data lakes or when you need to refresh reports into Microsoft Excel.
Popdock is a fully cloud-based application. There is no on-premise installation needed. However, Popdock can connect to data sources from both cloud and on-premise applications. Popdock data may also be embedded and displayed in other applications that are on-premise.
Unlimited. Create as many integrations as you’d like.
Connections are counted when you set them up in the SmartConnect application and save the connection.
Connections | How it’s counted | Details |
Dynamics 365 Business Central | Per Instance | The connection is set up with credentials to connect to your instance of Business Central and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Dynamics 365 Customer Engagement | Per Instance | The connection is set up with credentials to connect to your instance of D365 Customer Engagement (or Sales, Field Service or Project Service Automation), and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
Dynamics CRM (On-Premise) | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics CRM, and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
Dynamics GP | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics GP and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Dynamics NAV (On-Premise) | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics NAV and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
NetSuite | Per Instance | The connection is set up with credentials to connect to your instance of NetSuite and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Salesforce | Per Instance | The connection is set up with credentials to connect to your instance of Salesforce.com, and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
SQL Server | Per Instance | Can access multiple databases under one server connection. |
ODBC | Per Instance | Each ODBC connection setup counts as a connection in SmartConnect. For example, connecting to Access and then connecting to QuickBooks on-prem would be 2 connections. The only exception is with using an ODBC with files. Using ODBC to connect to a file is covered under the file connection count. |
OLEDB | Per Instance | Each connection setup counts as a connection. For example, connecting to Access and then connecting to QuickBooks on-prem would be 2 connections. |
REST Web Services | Per Provider / Connection | Each connection built in the REST Connector will count as a connection (i.e., HubSpot and Bill.com would each be one connection). |
File Connection | 1st file connection counts, the rest are covered under that connection | Whatever your file type or file extract format is, we count the first connection and then you’re covered to use as many files, ftp connections and ODBC connections to your files as you’d like. File types could include txt (CSV, Pipe Delimited, etc.), XML, or Excel. |
SmartConnect provides data integration between business applications. SmartConnect is an iPaaS (integration platform as a service) that is designed for the technical end user, IT team, and systems analysts. The SmartConnect platform gives you control to build, modify, and manage the integrations that connect your business software together.
You can access the pricing details for file integration here.
We recommend using SmartConnect for your automation scenarios with files, and we recommend using Popdock when you’re archiving large data sets to CSV’s in data lakes or when you need to refresh reports into Microsoft Excel.
Smartconnect is a cloud integration platform. Smartconnect can also be deployed as an on-premise solution. A subscription to SmartConnect gives you license rights to deploy your integrations either on-premise, in the cloud, or both.
SmartConnect is the perfect solution for this. You have plenty of options to work with a variety of file types and file/folder locations – local folders and online locations (FTP/SFTP, Microsoft SharePoint and Microsoft OneDrive).
Unlimited. Create as many integrations as you’d like.
Connections are counted when you set them up in the SmartConnect application and save the connection.
Connections | How it’s counted | Details |
Dynamics 365 Business Central | Per Instance | The connection is set up with credentials to connect to your instance of Business Central and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Dynamics 365 Customer Engagement | Per Instance | The connection is set up with credentials to connect to your instance of D365 Customer Engagement (or Sales, Field Service or Project Service Automation), and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
Dynamics CRM (On-Premise) | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics CRM, and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
Dynamics GP | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics GP and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Dynamics NAV (On-Premise) | Per Instance | The connection is set up with credentials to connect to your instance of Dynamics NAV and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
NetSuite | Per Instance | The connection is set up with credentials to connect to your instance of NetSuite and then you can integrate with multiple companies from that instance. No additional connection is required per company. |
Salesforce | Per Instance | The connection is set up with credentials to connect to your instance of Salesforce.com, and then you can integrate with multiple organizations from that instance. No additional connection is required per organization. |
SQL Server | Per Instance | Can access multiple databases under one server connection. |
ODBC | Per Instance | Each ODBC connection setup counts as a connection in SmartConnect. For example, connecting to Access and then connecting to QuickBooks on-prem would be 2 connections. The only exception is with using an ODBC with files. Using ODBC to connect to a file is covered under the file connection count. |
OLEDB | Per Instance | Each connection setup counts as a connection. For example, connecting to Access and then connecting to QuickBooks on-prem would be 2 connections. |
REST Web Services | Per Provider / Connection | Each connection built in the REST Connector will count as a connection (i.e., HubSpot and Bill.com would each be one connection). |
File Connection | 1st file connection counts, the rest are covered under that connection | Whatever your file type or file extract format is, we count the first connection and then you’re covered to use as many files, ftp connections and ODBC connections to your files as you’d like. File types could include txt (CSV, Pipe Delimited, etc.), XML, or Excel. |
The SmartConnect.com app is hosted in Microsoft Azure and is available to be hosted in multiple regions: North America – US, United Kingdom – West, and EU – West Europe, and Australia.
And yes, you can certainly select your hosting region. After you purchase, the first communication you’ll receive provides the steps to log in to eOne’s Portal to select your preferences for the hosting region of your Smartconnect.com app.
One of the most powerful features in SmartConnect is the ability to connect to any application with a REST API. That means that we can connect to almost every cloud productivity app, and both pull data from it and write data to it.