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CSI Documentation



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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.

iTransfer

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

Cvent Integration for iMIS.



iMIS Apps


Activity Importer Plus

Import activities from spreadsheets.

FRease

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.

iDocument

Document your iMIS components and database.

iEmail

iMIS Add-on for Outlook Desktop

iImport

Quickly import or update data into iMIS via a spreadsheet.

iMap

Easily bring geocoding data into the iMIS database.

iMerge

Merge all information from one contact into another.

iMove

Get NCOA address changes into iMIS automatically.

Meeting Closer

Close yet retain information about any meeting in iMIS.

PageFilter

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.