Address Guide

This article shares details about working with address data.

Complexity Intermediate
EMS Compatible Yes
iMIS 2017 Compatible Yes
Actions Insert, Insert w/ Matching Help, Update, Insert / Update

Mapping

Review the following required and optional mappings.

Required

  • Address Purpose - The purpose of the address. The field is a dropdown.
  • Country - The country that the address is in. Must be a valid country in iMIS.
  • iMIS ID - The ID of the contact whose address is being inserted or updated. Use the Contact Details Source to match on the iMIS ID.

Optional

  • RECOMMENDED Address line 1 - The first address line. Commonly street address but can be used for any purpose.
  • RECOMMENDED Email - The email associated with the address.
  • Address line 2 - The second address line. Commonly used for apartment/unit number but can be used for any purpose.
  • Address line 3 - The third address line. Commonly used when the address is international or a business.
  • Assign Chapter by Zip Code - Only set this value to True if you wish to overwrite a record’s existing chapter. Otherwise, it will default to False. See Mapping Notes below.
  • Bad Address - From the BAD_ADDRESS general lookup table. Denotes an address that should not be used. Additional details can be found in iMIS documentation. Your iMIS Solution Provider may have recommendations on the best way to set this up.
  • City - The city of the address.
  • Fax - The fax number associated with the address.
  • Notes - Notes to go with the address.
  • Phone - The phone number associated with the address.
  • Postal code - The postal or zip code of the address.
  • Preferred Billing Address - A Boolean checkbox (yes/no) field indicating this address is preferred for billing.
  • Preferred Mailing Address - A Boolean checkbox (yes/no) field indicating this address is preferred for mailing.
  • Preferred Shipping Address - A Boolean checkbox (yes/no) field indicating this address is preferred for shipping.
  • State - The state or province of the address.
  • County - The county of the record’s location.

Example Spreadsheet

Mapping Notes

Important! If you have the Automatically set chapter based on zip code setting enabled in iMIS and insert a zip code on a record’s corresponding address purpose with iDMS, the chapter will be set on the record as it would when manually updating the zip code in iMIS.