ats ultimate spreadsheet importer - a difficult task · pdf fileats ultimate spreadsheet...

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

Association Technology Solutions

Hosted by

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: rbanks@atsol.org

Presenter:

Laura TidquistTechnical Support ManagerAssociation Technology Solutions, LLCDirect: (720) 945-7255Email: ltidquist@atsol.org

Association Technology Solutions

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)

Association Technology Solutions

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.

Association Technology Solutions

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

Association Technology Solutions

Simple Installation & Setup

• Installed on local machine

• Simple wizard-based installer

• Configured to your iMIS database

• Login with your iMIS login and password

Association Technology Solutions

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

Association Technology Solutions

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

Association Technology Solutions

General Lookup Tables for Duplicate Checking

• DUPLICATE_COMPANY_STRINGS– Accommodates for acronyms– Accommodates for abbreviations

in company names

Association Technology Solutions

General Lookup Tables for Duplicate Checking

• DUPLICATE_FIRST_NAMES– Looks for shortened names

Association Technology Solutions

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

Association Technology Solutions

General Lookup Table for Allowance into Activities

• ATSIMPORTER General Lookup Table

• For activity types enter activity-type code + underscore + Activity –DUES_Activity

Association Technology Solutions

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

Association Technology Solutions

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

Association Technology Solutions

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.

Association Technology Solutions

• Select File – Pro Tip: Don’t have

the file open in Excel

• Match Fields

• Select Worksheet

Import a File

Association Technology Solutions

Templates

• Select an existing field-mapping template or create a new one

• Save templates for imports that always have the same format

Association Technology Solutions

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

Association Technology Solutions

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

Association Technology Solutions

Mapping, Cont’d

• Map Activities – As you select each

activity type only the fields activated display for mapping

• Map Demographics

Association Technology Solutions

Processing

• Read File• Validate Records• Match Names• Review

– Companies– People

• Pro Tip: If linking people to companies, import companies first

Association Technology Solutions

Review Matches

• Companies• Review Adds

and Matched• Select companies

to import• Upload• Repeat process

for People

Association Technology Solutions

Individual Record

Association Technology Solutions

Company Record

Association Technology Solutions

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

Association Technology Solutions

Questions & Answers

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: rbanks@atsol.org

Presenter:

Laura TidquistTechnical Support ManagerAssociation Technology Solutions, LLCDirect: (720) 945-7255Email: ltidquist@atsol.org

Association Technology Solutions

More from ATS

Looking for more from the experts at ATS?

Other Questions?Email: info@atsol.org

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