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 matches it to your iMIS business rules
    • Flag and report exceptions

More Information

View PowerPoint Presentation View the USI Product Flyer

Contact Us

Contact us with comments, questions or to request a quote.

Demonstration

Webinars


Manually Importing Data into iMIS Made Easy

Date: Wednesday, October 14, 2020

Time: 3:00 PM ET (1:00-2:00 PM MT)

Presenter: Laura Tidquist, Senior iMIS Consultant
Moderator: Richard Banks, Sales Manager

Do you have data from sources outside of iMIS and are looking to import it into iMIS so you can maximize the effectiveness of your queries, reports, dashboards and engagement scoring? If so, ATS Ultimate Spreadsheet importer may do the trick. Join us as we review how you can import customer records, addresses, demographics and activity records from any spreadsheet in any format. Concerned about creating duplicate records? Not a problem with the Ultimate Spreadsheet Importer, which de-dupes before you upload the data and allows you to create de-duping rules to ensure consistency of data flow.

Watch the Recording Download the Webinar Slides

Tools for Importing Data into iMIS

Date: Wednesday, July 24, 2019

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Laura Tidquist, Technical Support Manager
Presenter: Tresse French, Technical Support Analyst

You need to import records into iMIS, but how? There are several tools available to get information into iMIS but which one is right for what you are trying to accomplish? Join us as we review ASI's import utility & workbook importer as well as the ATS Ultimate Spreadsheet Importer.

Watch the Recording Download the Webinar Slides

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.

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.