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Home >> GoldMine Add-ons >> Inaport

Inaport Tutorials


Inaport is the leading integration and migration solution for CRM systems

 
 
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Quick links

These tutorials are a series of Flash movies or PowerPoint shows designed to guide new users through the key stages of the installation and implementation process.

The movies can be viewed on any PC with JavaScript enabled and the Flash plugin; you will be prompted to install a plugin if you do not already have one. They typically last between 2 and 15 minutes.

The presentations can be viewed in your browser, or downloaded as a PowerPoint show.

Profile Editor

The profile Editor is the heart of Inaport, used to create the profiles that control the movement and transformation of data between source and target.

Topic Movie Link
Profile Editor Overview Profile Editor Overview

Matching Techniques

One of the strengths of Inaport is the range of matching techniques that can be used. Matching is how you answer questions such as "Does InaPlex already exist in my data", or "Find Fred Smith of InaPlex and update his phone number".

As outlined in the table below, Inaport has a number of ways that the challange of matching can be tackled, with differing benefits. The presentations start with an overview of matching generally, then go on to describe how to use each technique, its benefits and drawbacks.

Topic Web PPS
Introduction to Matching
General matching concepts
.mht .pps
Standard Matching
The default matching scheme - simple, powerful, flexible
.mht .pps
Fuzzy Matching
Adds the ability to handle dirty data: "InaPlex" and "inalex"
.mht .pps
SQL Matching
Best for large data sets
.mht .pps

Creating Connectors

Inaport connectors are used to connect to source and target data repositories. These tutorials show how to use the Connector Manager and specific Connector Editors. You must create at least a source and a target connector before you can use Inaport.

Topic Movie Link
Connector Overview - Introduction to connectors in Inaport Connector Overview
Connecting to ACT! Version 7 and greater Connect ACT
Connecting to SalesLogix 6.x and 7.x Connect SalesLogix
Connecting to Sage CRM Connect Sage CRM
Connecting to GoldMine Version 5.x, 6.x Connect GoldMine 5.x, 6.x
Connecting to GoldMine Version 7.x, 8.x, PE Connect GoldMine 7.x, 8.x, PE

Whats New in Inaport V7

This five minute movie provides a brief introduction to some of the many new features available in Inaport Version 7.

Topic Movie Link
Whats New in Inaport Version 7 Inaport Version 7

 

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