Adding new NRDS contacts and supplemental memberships from iMIS

To add a new NRDS contact from iMIS

1.  From your staff site or Desktop, create a new iMIS contact.

2.  From your NRDS pages (in either your website or Desktop, depending on where you set them up), add the contact’s NRDS data. For iMIS to send this information to NRDS, at a minimum you must enter an office ID for members, or an association ID for offices. In addition, you must also fill out the required fields in the NRDS tables according to the NRDS requirements. If any of the required fields are missing, an error will be added to the NRDS log when the record is synchronized to NRDS. Contact NAR if you have questions about the required fields.

The record will be sent during your next scheduled synchronization.

To add a supplemental membership

1.  From an instance of the NRDS Sync by ID iPart, enter the record’s NRDS ID and choose whether it is a member or an office, then click Update from NRDS.

A partial record for the member or office is added to iMIS.

2.  From your NRDS pages (in either your website or Desktop, depending on where you set them up), select the Member Supplemental or Office Supplemental data panel.

3.  Add a new supplemental record, and enter the supplemental information.

4.  If you want to immediately update iMIS with the new supplemental record, use the NRDS Sync Buttons iPart to Send to NRDS. Alternatively, you can wait for the record to be updated during your next scheduled synchronization.