Consumer Data Export - Simplicity

If you are a Simplicity customer and need to transfer your consumer data into the Concepts2Code solution, we have provided guidelines to help you accomplish this step. There are two options for extracting consumer data: 

1. Automated Process – Set up an automated process that sends consumer data to an FTP site on a schedule using Simplicity’s Automatic Export Manager. 

   
   

2. Manual Upload – Export a file using Simplicity’s File Export feature, then manually upload it using the in-app Simplicity File Import tool.

Automatic Export Manager (Simplicity):

This process automatically pulls data based on your filtered specifications in Simplicity and sends a file to our FTP site. This can be scheduled or performed on an ad-hoc basis.

Automatic Export Manager Instructions

File Exporter (Simplicity):

This option allows you to export a file based on your Simplicity filtered specifications. However, you will need to manually upload the file using the in-app Simplicity File Import tool. Follow the instructions below to extract data from your Simplicity Collections system. If you encounter any difficulties, please contact Simplicity support.

File Explorer Instructions

Simplicity Import (Concepts2Code)

For detailed instructions on using the in-app Simplicity File import tool in our solution, click here.