Preparing Your Data for Conversion into iMIS

New course for 2019!

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 Cloud Enterprise and Professional.

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. You will learn how to import common fields by creating custom panels.

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

This session will focus on using the input spreadsheet from iMIS Cloud Enterprise. Clients of iMIS Cloud Professional will also benefit as best practices and the process are the same.

Earn credit toward these iMIS Certifications

Course Dates

Pricing Matrix

  Early Reg.* Regular Reg.
Global iMIS Learning Subscription
includes this class**
US $130 $145
Canada $130 + tax $145 + tax
Asia-Pacific $130 + tax $145 + tax
Europe £75 + tax £85 + tax
Vouchers 0.5 voucher  0.5 voucher 
*The early registration period ends 2 weeks before the start of the session.
** An active iMIS Learning Subscription covers the cost of registration for any member of your team.

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