Contact Details Guide
Complexity | Beginner |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Actions | Insert, Insert with Matching, Update, Insert & Update |
Overview
This article shares details on how to work with contact data. iDMS will follow the same rules as iMIS for creating new contacts.
Mapping
Required Fields
iMIS ID - The ID of the contact. For updating individual records, the iMIS ID field is highly recommended when updating data in iDMS. For the Insert feature, iMIS will automatically select the next available iMIS ID for the contact if no iMIS ID was mapped or recorded.
Optional Fields
RECOMMENDED First Name - The first name of the contact. If you are creating a new contact record, first name is required.
RECOMMENDED Last Name - The last name of the contact. If you are creating a new contact record, last name is required.
RECOMMENDED Member Type - The member type for the new record. It is highly recommended to set your member types when processing an import, otherwise system defaults will assign a member type.
RECOMMENDED Organization ID - The ID of the contact’s organization.
RECOMMENDED Organization Name - If you are creating a new record for an organization, an organization name is required.
RECOMMENDED Status - The status for the new record.
Billing Category - The billing category for the new record.
Birth Date - The birth date of the user.
Chapter - The chapter associated with the contact.
Designation - The designation associated with the contact.
Email - The email associated with the contact.
❗Entity Code - The code identifying the contact record (contact, organization).
Fax Number - The fax number associated with the contact.
Gender - The gender associated with the contact.
Home Phone - The home phone number associated with the contact.
Informal Name - The informal name associated with the contact.
❗Major Key - An identifier associated with the contact.
❗Mark Contact for Erasure - Specifies if the contact is marked for erasure.
Member Since - The date the contact started being a member.
Middle Name - The middle name associated with the contact.
Mobile Phone - The mobile phone number associated with the contact.
Prefix - The prefix associated with the contact.
Status - The current status associated with the contact.
Suffix - The suffix associated with the contact.
Title - The title or job associated with the contact.
Toll Free - The toll-free phone number associated with the contact.
Website - The website associated with the contact.
Mapping Notes
Creating New Contacts with a Preset iMIS ID
If you are importing contacts and want to set their iMIS ID, you can include that in your import. If the iMIS ID is available, it will be assigned as expected. If you do not assign an iMIS ID, it will automatically select the next iMIS ID.
Creating New Records
New records have specific fields that are required based on whether they are a contact or organization record. We always recommend setting the customer/member type at the time of creating a new record.
Contact Records - Requires first and last name.
Organization Records - Requires an organization name.
Flowdown
When importing an individual and attaching it to a company, if the flowdown feature in iMIS is enabled, the company address info would be populated in the individual record - even if you had provided that individuals address. This was the function of the iMIS API. Now…if you provide the address for the individual, we will populate/use that and not flowdown.
Deleting Contacts
The REST API does not support a way to delete contacts, so it is not possible to use iDMS to delete contacts. You can, however, use the Update Action to Mark Contacts for Erasure using the Contacts source. You can then pair those updates with the iMIS Process Automation Contact erasure task.
