Inaport

(16)
4.3 out of 5 stars

InaPlex is a specialist in integration and migration products and services for mid market CRM systems.

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Inaport review by <span>David C.</span>
David C.
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Verified Current User
Organic
Reviewed On

A great migration tool for CRM

What do you like best?

Once you've used Inaport a few times, creating a new profile and testing can be really straight forward. It understands the data structure of the target CRM so often you only need to add a small number of fields to get going. Other good features are the user and file maps, the in-built data manipulation functions (e.g. CRM specific, RegEx, MIME, and file handling) and the ability to use direct SQL.

What do you dislike?

Performance on large datasets with complicated profiles. Plan your migration steps carefully. As you refine an individual migration profile it can get very complicated and start to affect performance on large datasets so make sure you do plenty of bulk import testing to see how long it takes. Try to separate out data manipulation tasks in a logical way than just adding them all into a single profile. InaPlex support are good at offering advice and tips so make sure you get some help at the start of your project.

Recommendations to others considering the product

Get a free Evaluation licence and see if it works with your CRM and setup. Ask support for assistance as they've usually got experience migrating from/to the CRM you're dealing with.

What business problems are you solving with the product? What benefits have you realized?

Getting data out of multiple sources and into a new CRM system. The main benefit is having a supported way to tackle data migrations.

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Inaport review by <span>Jerome M.</span>
Jerome M.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Comprehensive tool for CRM import/export

What do you like best?

The software offers a vast library of tools to match, transform and import data to our CRM system. It gives us the flexibility to enforce data integrity during the import process without placing demands on our data providers who may not have the knowledge/skills to prepare their data in advance.

The ability to change the matching process to improve performance depending on target/source data sizes is a nice feature, as is the ability to create shared data mapping files/profiles/connectors for collaborative working

What do you dislike?

A slightly longer learning curve than other products, but that's probably due to the large amount of functionality the tool offers. Support / help guides are a great resource

What business problems are you solving with the product? What benefits have you realized?

Single tool to handle all automated and ad-hoc imports/exports to/from our CRM system.

What On-Premise Data Integration solution do you use?

Thanks for letting us know!
Inaport review by <span>John N.</span>
John N.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great, feature-rich import/export tool for CRM

What do you like best?

Very powerful, lots of extras. It has a simple to use interface, yet includes very technical, powerful features when needed. Allows "techies" to do some "behind the scenes" extras, while still providing a quick turnaround on development of custom import/exports.

What do you dislike?

Fairly steep learning curve. Some of the logic behind the process flow is subtle and may cause a bit of a trial-n-error approach on more complex needs..

Recommendations to others considering the product

Definitely download and install the free trial. Give the learning curve a chance.

What business problems are you solving with the product? What benefits have you realized?

Able to manipulate and move data just about anywhere, from point A to point B, massaging the data, as needed, along the way. Have provided a number of clients with "integrations" between otherwise disparate systems.

Inaport review by <span>Dale W.</span>
Dale W.
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Verified Current User
Invitation from G2 Crowd
Reviewed On

A great product for CRM import and export

What do you like best?

Inaport is the Swiss Army Knife of imports, and I've long been a fan of using this tool as compared to creating custom import scripts. Its best feature is the built-in understanding of the target CRM, saving a lot of work as you do the import.

What do you dislike?

Like any product, there is a learning curve to get through in order to effectively use it. The first time I used Inaport, I tried to "force" some import actions to occur; these resulted in very slow import. When I asked their Technical Support group about it, they quickly set me straight and helped me understand how to write efficient import scripts.

Recommendations to others considering the product

Investigate the free trial; buy and use the CRM migration templates if available for your system.

What business problems are you solving with the product? What benefits have you realized?

As a consultant, I used Inaport for many successful CRM migrations. In this context, it is important to be able to build a set of scripts that accomplish the entire migration, allowing it to be run repeatedly so that it is perfected for the final production move. Inaport supports this by chaining multiple component scripts together into a single import.

I've also use Inaport to load Lead data into a CRM on an ongoing basis. The data to be imported requires manipulation and transformation before being loaded into the CRM, and Inaport handles this with ease.

Inaport review by <span>Gerry Y.</span>
Gerry Y.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

I had used Inaport successfully for several years

What do you like best?

It is very flexible to work with, handling most all of my needs. The User Interface is easy to work with and very intuitive. I very rarely had to use the help function within the product structure.

Although, at first I used it to migrate Goldmine to CRM, I later expanded my use of Inaport ro other applications like recurring imports into CRM from a range import sources like Excel, CSV and SQL.

By the way, it is the best product I know to work within the Goldmine structure.

As a former partner with Inaport I can speak personally about the staff that it is top-notch and very responsive to making this product excellent. It is competitively priced setting it up as an excellent option within the CRM Integration market.

What do you dislike?

It has been a while since I used the Product so I cannot speak on this.

What business problems are you solving with the product? What benefits have you realized?

Migration from other CRM products, mainly Goldmine, to Microsoft CRM. Periodic imports and updates to Microsoft CRM.

Archaically to import and update Goldmine.

Inaport review by <span>Francisco A.</span>
Francisco A.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Inaport ERP/CRM Integration

What do you like best?

I like the way you can change database connections between production and development environments to test your statements.

What do you dislike?

The simplicity connecting to different databases doesn't apply to the complex UI, it took me a little bit of time understanding many available features within the screens.

What business problems are you solving with the product? What benefits have you realized?

I integrated information from legacy ERP databases (MAS200) into our CRM (SalesLogix), providing meaningful information to our remote sales reps concerning invoice history, open orders, item history and access to drawings and processes all from our CRM. This information is also available to the customer service and other sales related departments and easily access to valuable information to be concerned during customer service activities.

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