The iMIS Workbook Converter allows you to easily import contacts, historical activity, and user-defined data from Excel spreadsheets and comma separated data into iMIS 20-300.
By using the iMIS Workbook Converter 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 the conversion. The iMIS Workbook Converter validates the records you import based on the iMIS SOA Data Validation Framework. This insures conversion of clean, consistent, and functional data.
This workshop will provide you with an introduction to the process of using the iMIS Workbook Converter and some of the nuances surrounding it. You will learn how to import common fields by creating custom panels.
This instructor led online workshop combines lecture and labs, with time for lab completion and discussion. 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:
- 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
- Verify your data after conversion
- Update the correct iMIS fields from the user defined panels
For more information, please feel free to review our detailed class page (including a downloadable brochure), or to learn more about our AYD classes in general, please check out our FAQ sheet.
Please note this class is a 2 session AYD class. This means the class will be hosted during the times listed below on BOTH days. By registering for this class, it is expected you will be able to attend all the sessions in order to complete the training. Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the first session.
Note: The times listed for this class are based on North American Eastern Standard Time. Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.