Products Guide

Complexity

Intermediate

EMS Compatible

Yes

iMIS 2017 Compatible

Yes

Actions

Insert, Update, Insert / Update

This page describes how to insert and update Products in both iMIS EMS and iMIS 2017.

Important! Please consult with ASI and/or your solution provider if importing products in iMIS 2017.

iMIS EMS Mapping

Review the following required and optional field mappings for iMIS EMS:

Required

  • Category - The category of the product.
  • Discount Price - The discount price of the product.
  • Name - The name of the product.
  • Product Code - The code of the product.
  • Standard Price - The standard price of the product.

Optional

  • RECOMMENDED Description - The description of the product.
  • RECOMMENDED Publish End Date - The date in which the product becomes unavailable.
  • RECOMMENDED Publish Start Date - The date in which the product becomes available.
  • Adjustments Account - The account used to record inventory adjustments.
  • Allow Purchaser to Enter Details - Determines if purchasers can enter details when purchasing the product.
  • Cost of Goods Sold Account - The account used to store the cost of goods sold.
  • Expected Arrival - The expected arrival date for the product.
  • Fair Market Value - The fair market value of the product.
  • Financial Entity - The financial entity associated with the product.
  • Image Alt Text - The text of the image that is used if the image doesn’t load properly.
  • Image Path - The URL/path of the image.
  • Income Account - The income account for money associated with the product.
  • Incurs Handling Charges - Determines if the product incurs handling charges.
  • Incurs Shipping Charges - Determines if the product incurs shipping charges.
  • Inventory Account - The account used to track the product inventory.
  • Inventory Item - Determines if the product is tracked in inventory.
  • Inventory Not Available Message - The message displayed if the product is unavailable.
  • Membership End Date - The end date for the product membership.
  • Membership Group Name - The name of the membership group associated with the product.
  • Membership Role Name - The role assigned to the record when subscribing to the product.
  • Membership Start Date - The start date of the product membership.
  • Membership Term (Months) - The duration of the membership term in months.
  • Minimum Gift Amount - The minimum gift amount required for the product.
  • Minimum Order Point - The minimum amount of inventory left before a new order should be placed.
  • Minimum Order Quantity - The minimum quantity that can be ordered.
  • Offer Item as Premium - Determines if the product is offered as premium.
  • Post-Purchase Info - Information provided after purchasing the product.
  • Quantity On Order - The product quantity currently on order.
  • Staff Only - Determines if the product is visible to staff only.
  • Status - The current status of the product.
  • Taxable - Determines if the product is taxable.
  • Weight - The weight of the product.

iMIS 2017 Mapping

2017 Products are still able to be imported using the CsProduct business object.

While there is no Drop-Down source for Products for iMIS 2017, you are able to import Products using the CsProduct Business Object.

When adding a mapping, select Business Object Definitions and then type in CsProduct: