Products guide

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

Insert and update Products in both iMIS EMS and iMIS 2017 with iWorkflow and iUpdate.

Important! 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

  • Description - (recommended) The description of the product.
  • Publish End Date - (recommended)The date in which the product becomes unavailable.
  • Publish Start Date - (recommended) 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. To use the system default, set this field to DefaultOutOfStockMessage.

    • Note: Be sure to use the exact capitalization of DefaultOutOfStockMessage to avoid possible errors.

  • 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

iMIS 2017 products can be imported using the CsProduct business object.

While no drop-down source for Products exists for iMIS 2017, it is possible to import Products using the CsProduct business object. When adding a mapping, select Business Object Definitions and then type in CsProduct: