How it Works

Scheduling is done in your customer solution. The file imports will be run in the order which they are configured in Lime Admin.

Keys

This package supports lookup with a combination of properties and an order of lookup keys. For example: Search for person with email adress = 'jane.doe@test.se', if not not found search for person with firstname = 'Jane' and lastname = 'Doe'. If found - update person 'Jane Doe', otherwise create a new Object.

Monitoring and Logging

Monitoring and logging is done with Integration Monitor.

Limitations

CSV Import does not support any data processing. A common example is formatting of organization number. Whatever is in the file is what will be imported into Lime.

Best practice

Reduce data volume

Small files -> small tasks; which is better for performance and quality. This can either be done by using delta data or filtering out non-wanted-objects in the external system.

Automated Logic

For the best user experience, it is recommended to configure automated logic in Lime CRM. An example of this could be setting the status of a property based on related contracts. However, automated logic is not included in the scope of the standard integration and must be specified and estimated separately at an additional cost by a Lime consultant together with you during the project initiation.

The Importance of Good Data

• Avoids importing junk – reduces the amount of data that needs to be migrated and saves storage space.
• Faster and smoother integration – the cleaner the files are, the fewer issues arise during the import.
• Reduces the risk of errors – poorly organized files can result in important information being lost or becoming inaccessible.
• Reduces the risk of duplicates – it is especially important that keys for objects are always formatted consistently. For example, if organization numbers are used as keys for importing companies and sometimes include hyphens while other times they do not, there is a risk that the same company gets created twice.