Retain Importer

The Retain Importer transfers data from an external source into a Retain database. This allows Retain to be kept up-to-date from other systems without manually entering data into the system.

Retain Importer allows you to pull in data from your existing systems e.g. accounting systems, human resources systems, customer management systems. Supported formats include Excel (.xls), comma separated file (.csv), SQL Server databases and Oracle databases.

Key Features

  • Set up multiple templates to quickly import data from several sources.
  • Add new records and update records in the Retain database when source data is modified.
  • Delete data from the Retain database according to specified conditions.
  • Schedule the import process to run at a convenient time.

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