Showing posts with label Google Contacts. Show all posts
Showing posts with label Google Contacts. Show all posts

Tuesday, February 15, 2011

Google Contacts integration : Import-to / Export-from any database table, in iFreeTools

Having come a long way in our support for importing data into iFreeTools, today, we are glad to announce support for importing contact details from Google Contacts into any database table which has an email-id field, along with support for exporting contact details from such tables back into Google Contacts.

Using Field Mappings we have enabled mapping a virtual Google Contact entity to entities within iFreeTools database and use these Field Mappings to integrate with Google Contacts, with the help of Google Contacts API.

iFreeTools CRM will have out-of-the-box native field mappings defined for Contacts, Leads and Vendors. You can also add Field Mappings for your custom entities in iFreeTools Creator, to enable importing / exporting the contact details in your custom database tables.

When Field Mapping is not found for an entity with an email-id field in iFreeTools Creator, you will find a button to Enable import from Google Contacts, below the list views. Clicking on the button will take you to the Field Mapping form. Such a form loaded for mapping Owner entity in our sample database app over iFreeTools Creator is shown below. If the field names match the fields will be mapped by default, like the Notes field as shown in the below image..


You can proceed to complete further mapping of the fields. You can store value from more than one field into the same field. For example, Phone/Mobile will be the destination for Phone1, Phone2, Mobile Phone, Home Phone and Skype Id. Similarly Alternate Email Ids, Fax, Other Address, Home Address and Notes from Google Contact have all been mapped to Notes field in Owner..


The reverse mapping view shows the details on the multiple source fields getting mapped to a single destination field..


Adding such a field mapping enables importing the Google Contacts directly into the Owners database.

Like wise, it is necessary to add the mapping for exporting Owner details back to Google Contacts.

Exporting of records will be possible once you have authorized iFreeTools to connect on your behalf with Google Contacts, using its data APIs. This will be done when you try to import from the Contacts, that is clicking on Import from Google Contacts and completing the authorization step.

Once authorization step has been completed, you will find a upload icon in the list views for each of records. You can then click on them to selectively export the required records to Google Contacts. Bulk export of contacts into Google Contacts will be supported subsequently. If a contact already exists in Google Contacts, it will be over-written with the full set of details from iFreeTools, based on the field mapping for export.

Hope you like the new feature.

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A little bit of history, leading up to this feature.

iFreeTools initially had CSV import alone and that too without field mapping. That is, the fields in CSV file are supposed to have specific set of column names expected by our import system. So, to get contacts details from Google Contacts, one had to export the Google Contacts into CSV, map the header names manually in the CSV file and them import them into iFreeTools.

While our initial feature was good enough to help enable import process, we wanted to make things easier for our users. So we added CSV import field mapping feature, to enable mapping the fields in CSV file to those in the database records, enabling CSV files with proprietary column headers to be mapped and imported easily into the database. This mapping could also be saved for reuse in subsequent imports in the same format, typically from the same source.

As all our users have a Google user account or a Google Apps user account, we wanted to integrate well with Google services, particularly Google Contacts. So, we followed up with support for importing Google Contacts using Google’s APIs, directly into the Contacts database in iFreeTools CRM.

To import the contact details using Google APIs into some other database table - may be Leads, Vendors, or may be into a custom database table created in iFreeTools Creator - was still not possible. Uploading contact details back into Google Contacts was also not possible, until today's feature.

We strive to keep adding new features while also improving features to make them easier, for our users. Keep sending in your suggestions on how we can make things better for you. You may use the feedback form in the application or you may send a mail to raj@sahasvat.com

Wednesday, August 18, 2010

Importing Google Contacts into CRM database is now supported

We have now added support in the CRM for Google Apps - iFreeTools CRM, to directly importing Contact entries from your Google Contacts into your CRM database.

In all contacts list views, you will now have an option to "Import from Google Contacts". Clicking on this, Google will prompt you to ask if iFreeTools CRM can be allowed access to your Google Contacts. Once you provide access, you will be redirected to your list of contacts from Google Contacts, from which you could selectively mark and import into your CRM database.

You will have options to list contacts based on Contacts Groups you had assigned in Google Contacts, change the sort order (by default the latest updated entries are listed on top) and the page-size (default : 50).

If a contact is already found in the CRM database, it will be skipped during add. But you could change this behavior to either add a duplicate record or to over-write the existing record with values from Google Contacts.

The following snapshot shows the options available during import. Here "random" is one of my Google Contacts groups.


You can also preview the details of the contact, before you mark it for import. The following snapshot shows such a preview of one of the contacts..


After marking the entries you want to be added to the CRM database, you could then click on "Add Contacts". This will add the marked entries in batches, displaying you the status of the progress.

Once added, you could view these contacts in the CRM database. Apart from the standard details, additional details will be added to the Contact record's Notes attribute. Snapshot of a sample record imported from Google Contacts is given below..


By default, the user who imports the entries will be set as owner for those records. You could use the bulk-edit feature to change values as required.

Hope you find our new feature useful. Keep sending in your suggestions on how you think we can make things better & easier for you.