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),
- Create simple rules for handling names (William vs. Bill, etc.)
- Validates all data and matches it to your iMIS business rules
- Flag and report exceptions
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