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SurveyMonkey
Easily record poll, survey, and voting results from SurveyMonkey in iMIS fields or activities!
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Imports/Exports
Import contact updates using spreadsheets and link spreadsheet contents with iMIS in real-time!
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GoToWebinar
Automate GoToWebinar creation and registration using iMIS Events!
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HubSpot
Account details synced between HubSpot and iMIS. Plus see how easy HubSpot form data passes into iMIS!
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Square
Record monetary transactions outside of iMIS using Square!
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Triggered iMIS Data Updates
Replace your SQL Triggers and Stored Procedures; Automate data maintenance! Synchronize roles, company and committee affiliation, Multi-instance tables and activities!
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Zoom
Automate Zoom meetings and registration using iMIS Events!

Import iMIS contacts from Google Sheets or Excel

Benefit

Import contacts and contact changes via a spreadsheet.  Complex data sets can be imported easily.  A row containing contact information, addresses, multi-instance table data, committee involvement, or roles can be imported easily.  Simply paste or enter new or updated data into your connected spreadsheet!

Workflow

Create a spreadsheet trigger with a list of contacts to import.

Optional: A condition is set looking at the iMIS ID.
 
Use the values from the spreadsheet to add or update the contact record.