iImport Version 2.4.8

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iImport

Insert and update data into your iMIS database.

It's simple, iImport is hands down the best importing tool for iMIS. Allowing you to import new records from a spreadsheet or other tab delimited file with ease. You can also update existing information on existing records, even in multi-instance demographic fields! Simply match the fields in your spreadsheet with the fields in iMIS using an easy drop down interface, then click a single button to quickly and easily import or update these records. iImport checks the data you are importing to make sure it adheres to iMIS Standards. The best thing is, if you have new and existing records on the same spreadsheet, iImport is smart enough to know which ones to import and which ones to update!

 

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System Requirements

Requires Windows 7, iMIS 15.2 or higher, with iBO.

From a delimited file or even Excel, match the fields in your spreadsheet with the fields in iMIS using an easy drop down interface. Then click a single button to quickly and easily import these new iMIS records.

Similarly, use iImport to update existing records in iMIS, even in the case of multiinstance demographic fields.

Have the same file to import/update monthly? Just re-select the template, select the file, and click go. It’s that quick and easy.

iImport checks the data you are importing to make sure it adheres to iMIS Standards.

When purchasing iImport, Activity Importer Plus is included. Activity Importer Plus allows for the importing and updating of activities from either an IQA or an Excel/CSV type file. Learn more about Activity Importer Plus here.

With the optional Gift Importer feature makes it easy for you to import actual fundraising, historical and transactional data.

Release Notes Version 2.4.8 — Released July 15, 2019

  1. Fixed issue where iMIS credentials were trying to be created when there was no user name specified in the column of the spreadsheet.
  2. Client installation improvements
  3. Fixed issue with importing user credentials when user has changed address tab names.
  4. Blank Value Options are now saved into template XML files
  5. Blank Value Options are saved globally and can be per import session only
  6. Add new option on “Only update when value is blank” per field basis
  7. Fixed issue when clicking the Reload File button did not reload the file
  8. Added Configuration label to top of Customers Mapping form
  9. Fix issue when synching email address.
  10. Fixed issue in FormatFullName not checking for null or white space strings