Association Technology Solutions ATS Ultimate Spreadsheet Importer A Difficult Task Made Easy Presented by: Association Technology Solutions
Association Technology Solutions
ATS Ultimate Spreadsheet Importer
A Difficult Task Made Easy
Presented by:
Association Technology Solutions
Association Technology Solutions
About ATS
• Serving iMIS community since 1995
• Full-service Authorized iMIS Solutions Provider (AiSP)
• Application development to extend the functionality of iMIS
• 2015 & 2016 Authorized iMIS Solution Provider (AiSP) of the Year
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Hosted by
Moderator:
Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]
Presenter:
Laura TidquistTechnical Support ManagerAssociation Technology Solutions, LLCDirect: (720) 945-7255Email: [email protected]
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What is the Ultimate Spreadsheet Importer?
• Stand-alone product that allows you to create and update records from an Excel spreadsheet into iMIS
• Create individual and/or company records and link individuals to companies
• Can create usernames and passwords for existing and new records
• Validate against general lookup tables
• Create Activity records
• Import into user-defined tables (single and multi-instance)
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Benefits of Using the USI• Allows for the creation of templates that simplify the matching
process between iMIS and spreadsheets you import from the same source regularly
• Powerful de-duping algorithms to ensure your iMIS data stays clean
• Allows for easy integration of third-party data sets that are not real-time. – If you are using a third-party system check with our list of over
70 bridges to iMIS.
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Applications• Event Registration Import
– Does not import actual registrations
• Third-party Mailing Lists
• Update user-defined table data from third-party sources– e.g. financial or population data about companies or cities
• Username/Password Generation
• Import Rosters for Large Member Companies/Organizations
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Simple Installation & Setup
• Installed on local machine
• Simple wizard-based installer
• Configured to your iMIS database
• Login with your iMIS login and password
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User Security• Enable users access to run the USI using the ACCESS_KEYWORDS
general lookup table with the ATSIMPORTER keyword.
Desktop
Staff Site
Add to User Credentials
for each user
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General Lookup Tables for Duplicate Checking
• DUPLICATE_ADDRESS_STRINGS
• Creates duplicate checking for address abbreviations
• Don’t need reciprocal• The more you enter the
smarter the USI gets
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General Lookup Tables for Duplicate Checking
• DUPLICATE_COMPANY_STRINGS– Accommodates for acronyms– Accommodates for abbreviations
in company names
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General Lookup Tables for Duplicate Checking
• DUPLICATE_FIRST_NAMES– Looks for shortened names
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General Lookup Table for Allowance User-Defined Tables
• ATSIMPORTER General Lookup Table
• Enter the name as displayed in Customizer in Desktop under Customers>>Set up modules>>Additional Windows>>Define Windows
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General Lookup Table for Allowance into Activities
• ATSIMPORTER General Lookup Table
• For activity types enter activity-type code + underscore + Activity –DUES_Activity
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Prepare Your Spreadsheet• First row contains column headers – don’t have to match iMIS field
names• Required fields for Individuals
– First Name– Last Name– Member Type– Status
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Prepare Your Spreadsheet• First row contains column headers – don’t have to match iMIS field
names• Required fields for Companies
– Company Name– Member Type– Status
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Prepare Your Spreadsheet• Rows that contain required fields for individuals and companies
will create individual and company records and link the individual(s) to the company by Company ID.
• If you have iMIS ID’s in your spreadsheet but if it does that row will be matched to corresponding iMIS ID.
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• Select File – Pro Tip: Don’t have
the file open in Excel
• Match Fields
• Select Worksheet
Import a File
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Templates
• Select an existing field-mapping template or create a new one
• Save templates for imports that always have the same format
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Mapping• Field mapping is
extensive!– Name fields– All addresses– Demographics– Activities
• Go through each button to map each field in your spreadsheet that you want to import.
• Dropdown displays column headers from your spreadsheet
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Mapping, Cont’d• You can import
multiple addresses for your contacts and identify each preferred address (mail, bill, ship)
• Include 1 to indicate preferred in your spreadsheet
Map each address
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Mapping, Cont’d
• Map Activities – As you select each
activity type only the fields activated display for mapping
• Map Demographics
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Processing
• Read File• Validate Records• Match Names• Review
– Companies– People
• Pro Tip: If linking people to companies, import companies first
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Review Matches
• Companies• Review Adds
and Matched• Select companies
to import• Upload• Repeat process
for People
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Individual Record
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Company Record
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Other Import Options• Sync Contact, Add Activities, Fill in Blank Single Instance
Demographics
• Sync Contact, Add Activities, Overwrite Single Instance Demographics
• Add Multi-Instance Demographics Only
• Add Activities Only
• Export to CSV
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Questions & Answers
Moderator:
Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]
Presenter:
Laura TidquistTechnical Support ManagerAssociation Technology Solutions, LLCDirect: (720) 945-7255Email: [email protected]
Association Technology Solutions
More from ATS
Looking for more from the experts at ATS?
Other Questions?Email: [email protected]
Online: http://www.atsol.orgPhone: (720) 945-7252
Upcoming Webinars Past Webinarshttp://atsol.org/Webinars
schedule of upcoming webinarshttp://atsol.org/PastWebinars
video recordings and downloadable presentation slides