Preparing Data for Conversion into iMIS

The iMIS Workbook Converter allows you to easily import contacts, historical activity, and user-defined data from Excel spreadsheets into iMIS Cloud Enterprise.

By using the iMIS Workbook Converter (WBC) to bring your data into iMIS during the implementation, you have the opportunity to clean up your data and to use a product-based module to handle conversion. The iMIS Workbook Converter validates the records you import based on the iMIS Data Validation Framework. This insures conversion of clean, consistent, and functional data.

This course will provide you with an introduction to the process of using the iMIS Workbook Converter and some of the nuances surrounding it. The workbook converter is being updated regularly to include more robust error handling and the ability to convert more data types.

How you will benefit

You will be able to:

  • Understand the Data Conversion process run by ASI
  • Plan your data conversion around the tasks and best practices needed to complete a successful conversion
  • Populate your excel sheets with your legacy data in a way that will be accepted by the workbook converter tool
  • Update the correct iMIS fields from the user defined panels

Who should attend? 

This class is ideally suited for System Administrators.

iMIS Version

  • iMIS Cloud Enterprise (20-300)

Delivery Method

Duration

  • 1 hour

Pre-Requisites

Course Code

  • CONVPREP

Delivery Methods Key

The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • Instructor-Led Courses - register for a course in your nearest region with a live trainer
  • Ask the Coach -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach