You need to import records into iMIS. But how? We can solve it. Take data from any
Microsoft Excel spreadsheet and seamlessly import into iMIS.
A difficult problem made easy.
- Any spreadsheet, any format
- Import customer records, addresses, demographics, activity records
- Flows seamlessly into your iMIS records and user-defined fields
Provides the technology and flexibility you need.
- Utilizes .NET iMIS Business Objects
- Flow data into person or company records (plus link the two if needed)
- User-friendly interface
- Simple, intuitive process for creating or changing rules
- Integrated iMIS Access Keyword security
- User-defined security on activity types and demographic tabs
Automatically aligns data
- De-duplicate outside data to eliminate overlap
- Easily creates de-duping rules to insure consistency of data flow, for example:
- Create simple rules to handle prefixes (Mr./Ms./etc.), addresses (Cir. vs. Circle),
etc.
- Create simple rules for handling names (William vs. Bill, etc.)
- Validates all data and match to your iMIS business rules
- Exceptions flagged and reported
- Automatically aligns data
Demo Video
Watch a 12 minute demo of the Ultimate Spreadsheet Importer!
More Information
View PowerPoint Presentation
Download a pdf
For more information and pricing please
request a quote at your convenience.