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Importing Prospect Records

You can import prospect records from a tab-delimited file into iMIS. The prospect import file must contain data matching the following columns. Column values can be blank. However, if the FirstName, LastName, and Organization columns are all blank, the record is deleted during the import process.

SQL Server Tools required to import prospect records

When importing a prospect file, iMIS uses the SQL Server utilities osql and bcp. These utilities require that your computer have access to the SQL Server Tools. It is not common for every iMIS client computer to have the SQL Server Tools installed, so to perform this procedure successfully, you might need your system administrator to ensure the following conditions in your environment:

For example, assume your organization has one computer with SQL Server Tools installed in the default location. Your system administrator would need to share the BINN folder on that computer and would need to add a UNC entry similar to the following to your client computer's PATH variable:

\\computerName\sharedPathToSqlServerTools;

Where computerName is the name of a computer in your organization that has the SQL Server Tools installed, and sharedPathToSqlServerTools is the shared file path to the folder that contains the osql.exe and bcp.exe files.

In This Section

To import a prospect file

See Also

Acquisition Management

Overview of Acquisition Management

Setting Acquisition Options

Finding and Converting Prospect Records


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