Using the Workbook Converter

Quick Tutorial Full Training

The iMIS Workbook Converter is a tool that reads and converts contact data from Excel spreadsheets, or a workbook, into iMIS. The Workbook Converter can be used to populate the iMIS database with the following information.

The data import process should consist of the following process:

  1. Review the following articles:
  2. Pre-conversion tasks
  3. Locating the Workbook Converter
  4. Preparing the workbook data
  5. Importing the workbook data
  6. Post-conversion tasks
Table 1: Viewing included and not included items when converting
INCLUDED IN CONVERSION NOT INCLUDED IN CONVERSION
  • Contacts (people and organizations)
  • Historical activity
  • User-defined data - You can define multiple objects with all their properties. These objects are converted to panel sources that are accessible to IQA and the Panel Editor.
  • AutoPay enrollments
  • Open orders/invoices/accounts receivable
  • Setup (products, events, dues)
  • Notes
  • Subscriptions (billing details on open items)
  • Lookup/validation tables
  • Change log
  • Passwords (can generate new based on email addresses)
  • Adhoc searches, reports and letter templates
  • Pictures
  • Transactions (such as fill event, donations, orders, and membership fees)