iMIS and iDMS Compatibility Chart

Review the tables below to learn which modules and actions in iDMS can be used to update iMIS.

Records Management 2017 EMS
Contact Details Yes Yes
Activities Yes
Address Details Yes
Business Objects Yes No
Panel Data Yes Yes
Committee Activities Yes
Communication Log No
Communication Preferences Yes
Group Members Yes
Relationships Yes
User Credentials

Warning! Only able to Unlock User Credentials using the UserData business object.

User Roles No
Finance 2017 EMS
Payments No Yes
Event Registrations No
Gifts Yes
Orders Yes
Pledges No

Subscriptions

Note: To import subscriptions in 2017, ASI recommends creating your own business object. Learn more in our Subscriptions and Chapters Tutorial.

Warning! Custom business object are required. See the Subscriptions Guide for more information.

Tables 2017 EMS
Billing Products No Yes
Committee Codes Yes
Events No
General Lookup Tables Yes
Gift Items No
Inventory Receipts No
Products

Note: Importing products may require data in other sources such as CsProduct_Price and CsProduct_FR. Consult ASI and/or your solution provider before importing products.

Warning! Use the CsProduct business object. See Commerce Business Objects.

User Defined Tables Yes

Note: Replaced with Panel Data.