iImport Cloud

You're viewing the documentation for iImport Cloud, a browser-based app that is part of the iMIS Data Management Suite.

For the Windows desktop application called iImport, please click here.

Overview

iImport Cloud allows you to import and update your iMIS data using a spreadsheet (e.g. Excel, CSV, etc.).  You can import, update, or both at the same time!  For example, if a match is NOT found, it will import the new record.  If a match IS found, the record will be updated with the relevant information from the spreadsheet.  

Additionally, you can create and save templates that can be easily re-used for future imports and/or updates

Finally, in conjunction with the iSchedule product, you can even schedule these to run off hours or on a recurring basis.

Use Cases

  • Conduct an initial data load or conversion into your iMIS system.
  • Import a spreadsheet from outside of iMIS.
  • Quickly update Name/Address/Demographic changes made by staff (or even volunteers!)
  • Bring Activities into iMIS from outside activities or events‚Äč.
  • Update newly created or existing Panel Sources.

These are just a few real-life use cases we have seen with iImport Cloud.

Uploading 

The first step of using iImport Cloud is uploading a spreadsheet and choosing whether it will create, update, or both.

Mapping 

The second step for using iImport Cloud is to map your spreadsheet columns to the appropriate fields in iMIS. Create templates to make mapping even easier.

Running the Import

The last step for using iImport Cloud is to run the import. You can cancel your import and download an error report following the completion of the task.

Attach File to Panel Source 

Here, you can find how to attach a file to the panel source and the extra steps necessary.

Special Imports/Updates 

Special instructions for importing Credentials, Activities, Committees, and Relationships are found here. 

iDMS Dashboard 

A breakdown of the iDMS Dashboard, specifically with iImport.

Options 

This section contains descriptions of different options.