Panel Data Guide
Complexity | Intermediate |
|---|---|
EMS Compatible |
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iMIS 2017 Compatible |
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Actions | Insert, Insert w/ Matching Help, Update, Insert / Update, Delete |
Overview
This page will detail how to use iDMS to modify panel data.
For how to delete panel data, see the Delete Action Guides.
Mapping - Insert
Required Fields
iMIS ID: The ID of the person whose panel data will be updated. Use the Contact Details Source to match on the iMIS ID.
Optional Fields
All other fields will be optional. These fields are dictated by the specific panel source.
Mapping - Update
Required Fields
iMIS ID: The ID of the person whose panel data will be updated. Use the Contact Details Source to match on the iMIS ID.
Ordinal: The number associated with the specific panel for an ID in a multi-instance panel. If Ordinal is not an available field, then the panel is single instance and only ID is required.
Optional Fields
All other fields will be optional. These fields are dictated by the specific panel source.
Example Mapping
Example Panel Mappings: CsContact
While the Contact Details Source and the CsContact Panel share similar fields, here are the fields unique to the CsContact Panel.
Mapping
Optional Fields
BackOrders - Determines if backorders are allowed for this record.
BillTold - Determines if the billing information has been communicated.
Category - The category of the record.
Company Sort - The criteria for sorting the company.
CreditLimit - The maximum credit allowed for this record.
Date Added -The date the record was added to iMIS.
DefaultTaxAuthority -The default tax authority applied to transactions associated with the record.
DefaultTermsCode - The default terms code for the record.
Exclude Directory - Determines if the record should be excluded from the directory.
Exclude Mail - Determines if the record should be excluded from the mail.
Functional Title - The functional title associated with the record.
Join Date - The date the contact joined.
Mail Code - The code used for managing the mail preferences.
Next Renewal - The next renewal date for the subscription.
NoStatements - Determines if statements should not be sent to the record.
Paid Through - The paid through date for the record’s subscription.
RenewMonths - The number of months for a subscription renewal.
RenewedThru -The date the subscription was renewed through.
SIC Code - The Standard Industrial Classification code associated with the record.
Source Code - The code indicating the source of the record.
State House - The state house associated with the record.
State Province - The state province associated with the record.
State Senate - The state senate associated with the record.
TaxExempt - Determines if the contact is exempt from taxes.
Updated By - The user who last updated the record.
US Congress - The congressional district associated with the record.
VatCountry - The country associated with the record with VAT.
VatExempt - Determines if the record is exempt from VAT.
VatRegNumber - The VAT registration number associated with the record.