ATS Ultimate Spreadsheet Importer. A Difficult Task Made Easy

Transcription

1 ATS Ultimate Spreadsheet Importer A Difficult Task Made Easy Presented by:

2 About ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 & 2016 Authorized imis Solution Provider (AiSP) of the Year

3 Hosted by Presenter: Laura Tidquist Technical Support Manager, LLC Direct: (720) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

4 What is the Ultimate Spreadsheet Importer? Stand-alone product that allows you to create and update records from an Excel spreadsheet into imis Create individual and/or company records and link individuals to companies Can create usernames and passwords for existing and new records Validate against general lookup tables Create Activity records Import into user-defined tables (single and multi-instance)

5 Benefits of Using the USI Allows for the creation of templates that simplify the matching process between imis and spreadsheets you import from the same source regularly Powerful de-duping algorithms to ensure your imis data stays clean Allows for easy integration of third-party data sets that are not realtime. If you are using a third-party system check with our list of over 70 bridges to imis.

6 Applications Event Registration Import Does not import actual registrations Third-party Mailing Lists Update user-defined table data from third-party sources e.g. financial or population data about companies or cities Username/Password Generation Import Rosters for Large Member Companies/Organizations

7 Simple Installation & Setup Installed on local machine Simple wizard-based installer Configured to your imis database Login with your imis login and password

8 User Security Enable users access to run the USI using the ACCESS_KEYWORDS general lookup table with the ATSIMPORTER keyword. Desktop Add to User Credentials for each user Staff Site

9 General Lookup Tables for Duplicate Checking DUPLICATE_ADDRESS_STR INGS Creates duplicate checking for address abbreviations Don t need reciprocal The more you enter the smarter the USI gets

10 General Lookup Tables for Duplicate Checking DUPLICATE_COMPANY_STRINGS Accommodates for acronyms Accommodates for abbreviations in company names

11 General Lookup Tables for Duplicate Checking DUPLICATE_FIRST_NAMES Looks for shortened names

12 General Lookup Table for Allowance User-Defined Tables ATSIMPORTER General Lookup Table Enter the name as displayed in Customizer in Desktop under Customers>>Set up modules>>additional Windows>>Define Windows

13 General Lookup Table for Allowance into Activities ATSIMPORTER General Lookup Table For activity types enter activity-type code + underscore + Activity DUES_Activity

14 Prepare Your Spreadsheet First row contains column headers don t have to match imis field names Required fields for Individuals First Name Last Name Member Type Status

15 Prepare Your Spreadsheet First row contains column headers don t have to match imis field names Required fields for Companies Company Name Member Type Status

16 Prepare Your Spreadsheet Rows that contain required fields for individuals and companies will create individual and company records and link the individual(s) to the company by Company ID. If you have imis ID s in your spreadsheet but if it does that row will be matched to corresponding imis ID.

17 Import a File Select File Pro Tip: Don t have the file open in Excel Match Fields Select Worksheet

18 Templates Select an existing field-mapping template or create a new one Save templates for imports that always have the same format

19 Mapping Field mapping is extensive! Name fields All addresses Demographics Activities Go through each button to map each field in your spreadsheet that you want to import. Dropdown displays column headers from your spreadsheet

20 Mapping, Cont d You can import multiple addresses for your contacts and identify each preferred address (mail, bill, ship) Include 1 to indicate preferred in your spreadsheet Map each address

21 Mapping, Cont d Map Activities As you select each activity type only the fields activated display for mapping Map Demographics

22 Processing Read File Validate Records Match Names Review Companies People Pro Tip: If linking people to companies, import companies first

23 Review Matches Companies Review Adds and Matched Select companies to import Upload Repeat process for People

24 Individual Record

25 Company Record

26 Other Import Options Sync Contact, Add Activities, Fill in Blank Single Instance Demographics Sync Contact, Add Activities, Overwrite Single Instance Demographics Add Multi-Instance Demographics Only Add Activities Only Export to CSV

27 Questions & Answers Presenter: Laura Tidquist Technical Support Manager, LLC Direct: (720) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

28 More from ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)