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.
Note: The Prospect table cannot be truncated with the iMIS Table Analysis utility. You must manually truncate the Prospect table. You can truncate the table with the iMIS SQL Query utility (select Utilities> SQL Query).
Note: The column names in the iMIS Prospect table are mixed case. Column names in standard iMIS tables are uppercase.
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.
10.6 Production Release. Updated 2/23/2006 11:29:15 AM
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