ATS Ultimate Spreadsheet Importer for iMIS (USI)

Overview

You need to import records into iMIS. But how? We can solve it. Seamlessly import data into iMIS from any Microsoft Excel spreadsheet.

The Ultimate Spreadsheet Importer works with all versions of iMIS including 10.x, 15.x, and 20.x.

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
  • Flows data into person or company records (plus links 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 create de-duping rules to ensure 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
    • Flag and report exceptions

More Information

View PowerPoint Presentation View the USI Product Flyer

Demonstration

Webinars

ATS Ultimate Spreadsheet Importer- A Difficult Task Made Easy

Date: Wednesday, June 7, 2017

Importing records into iMIS with ATS Ultimate Spreadsheet Importer makes a difficult task easy regardless of your iMIS version. During this event we will review how associations can easily import customer records, addresses, demographics and activity records into iMIS through a user-friendly interface. Associations will also learn how the Ultimate Spreadsheet Importer aligns data using robust user-defined de-duplication options.

Watch the Recorded Webinar Download the Webinar Slides

Learning Lab - Importing Data into iMIS

Struggling with importing data into iMIS? Join us as we review how to do basic data imports and updates utilizing the iMIS Import Utility and more advanced uploads using the ATS Ultimate Spreadsheet Importer. We will review best practices to ensure data integrity and some of the common mistakes made and how to avoid them.

Watch the recorded webinar Download the Webinar Slides

ATS Ultimate Spreadsheet Importer- A Difficult Task Made Easy

Importing records with the ATS Ultimate Spreadsheet Importer for iMIS makes a difficult problem easy regardless of your iMIS version. We will review how you can import customer records, addresses, demographics and activity records into your iMIS database through a user-friendly interface. We will also show how the Ultimate Spreadsheet Importer aligns data using robust user-defined de-duping options.

Recording Not Currently Available Download the Webinar Slides

Operation Import: Easily Import Records into iMIS with the Ultimate Spreadsheet Importer

You need to import thousands of records into iMIS - But how? This free 30-minute webinar will demonstrate how to use the ATS Ultimate Spreadsheet Importer to import customer records, addresses, demographics, activity records, and more seamlessly into iMIS.

Watch the Recorded Webinar Download the Webinar Slides

Request a Quote

For more information and pricing please request a quote at your convenience.