Importing records into iMIS

The method ASI supports for importing records into iMIS is the Import Utility, which imports Name, Name_Address and user-defined tables only into iMIS.

Caution! To protect data integrity, never use the Import Utility without also using DB Maintenance, to synchronize the associated .NET tables.

Note: Using the NRDS bridge for data synchronization, you can now import NRDS records and set up an automatic synchronization between your NRDS and iMIS data.

To import records into iMIS

1.  Backup your database.

2.  Download and apply the latest software update, following the instructions in the accompanying release notes.

3.  On your appserver, run the DB Maintenance tool.

4.  Enter your SQL Server, Database User (sa), Password, and Database. (Subsequently, DB Maintenance will store all but the password information for you.)

5.  After connecting, select the NetContacts tab.

6.  Click Disable Name Table Trigger to disable triggers temporarily.

7.  Import your records in iMIS Desktop: select Utilities > Data Transfer Utilities > Import Utility.

8.  When the import is done, click Enable Name Table Trigger to restore the triggers.

9.  Click Synchronize NetContacts to update the associated NET tables.