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Import Filters for the Microsoft Small Business Customer Manager

This content is no longer actively maintained. It is provided as is, for anyone who may still be using these technologies, with no warranties or claims of accuracy with regard to the most recent product version or service release.

Microsoft® Small Business Customer Manager (SBCM) maintains a central database where it stores all contact management and accounting information imported from the source applications. To import data, SBCM uses software components called import filters to retrieve data from these other systems and convert it into native SBCM format.

SBCM can import data only from a source system that has an import filter. If you want SBCM to import data from your source system, you must provide an import filter for your system.

An import filter is a 32-bit Windows dynamic-link library (DLL) that implements a predefined set of application programming interface (API) functions. When the user chooses to import data for the source system associated with the filter, the Import Wizard retrieves data from the filter by calling the filter's implementation of the API functions.

This document describes how to create an import filter and contains detailed reference information on all the API elements that a filter must implement.