• Home
  • CSI Documentation

CSI Documentation


Browse our help articles and product documentation using the navigation to the left, the search at the top, or the quick links below.

iMIS Help


CSI Product Listserv

Click the icon below to join our CSI Product Listserv!

Popular Products

iMIS Cloud Apps

Cloud Platform

Explore the core cloud platform and dashboard.

Cloud SSO

Sign in to third party apps with iMIS accounts.

Power Automate Connector

iMIS Connector for Microsoft Power Automate.


Send data on a schedule, and write data via webhooks.

iMIS Data Management Suite

Quickly import or update data into iMIS via a spreadsheet.

iEmail Cloud

Office365 / Outlook integration for iMIS.

Text Manager

Blast SMS messages to your members on a schedule or ad-hoc!


Cvent Integration for iMIS.

iMIS Apps

Activity Importer Plus

Import activities from spreadsheets.


Fundraising changes made easy.

Freight Rate Importer

Import new freight tables into iMIS easily.

GL Processor

Process GL export files into various financial system formats.


Document your iMIS components and database.


iMIS Add-on for Outlook Desktop


Quickly import or update data into iMIS via a spreadsheet.


Easily bring geocoding data into the iMIS database.


Merge all information from one contact into another.


Get NCOA address changes into iMIS automatically.

Meeting Closer

Close yet retain information about any meeting in iMIS.


Change any text or hide almost anything on a RiSE page.

iMIS Utilities

Core Fundraising Views

Enhance your iMIS fundraising experience with additional SQL views.