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Scan Log Integration to iMIS (check-in/out)

This guide walks you through creating the required iMIS Panels so that Clowder can push check-in/check-out (Scan Log) data into your iMIS instance via the Panel API. There are two setup options — choose based on how you want to view the data.

Choose your setup option

Option A — By EventOption B — By Contact
All check-in/check-out records grouped under each event. Best for event-level reporting and attendance tracking.
Key: EventKey		All check-in/check-out records shown on each member's contact profile across all events and sessions.
Key: party_id (iMIS member ID)

You can set up both options simultaneously as they use the same Panel Source (ClowderScanLogData) but different Panel Definitions.

Option A — By event (Parent Type: Event)

Step 1: Create the panel definition

  1. In iMIS, navigate to RiSE > Panel Designer > Panel definitions.
  2. Click Add panel definition.
  3. Set the following:
    1. Panel name = ClowderScanLog.
    2. Panel description = ClowderScanLog.
    3. Parent Type = Event.
  4. For Panel type, choose the Multi-instance option.
  5. Click Save.
🚧

IMPORTANT

The name ClowderScanLog must be entered exactly as shown — case-sensitive, no spaces.


Step 2: Create the panel source

  1. Inside the ClowderScanLog Panel Definition, locate and click + Create source.
  2. Set the Source name to exactly ClowderScanLogData.
  3. Click OK.
  4. Click + Add Property on the newly created panel source.
  5. Add all 14 properties from the Field Mapping table. For each property set Property Name, Property Type, and Length as specified.
  6. Save the changes:
    1. Add & Close: Click this button once you are done adding new properties.
    2. Add & Continue: Click this button to add a property and continue adding others.
🚧

IMPORTANT

Property names are case-sensitive. Enter them exactly as shown (e.g. CheckedInBy, CheckInDate).


Step 3: Confirm identifiers with clowder

  1. Verify Panel Definition and Panel Source were saved successfully.
  2. Share identifiers with Clowder team.
  3. Clowder will begin posting Scan Log records grouped by EventKey.
  • Panel Definition Name: ClowderScanLog.
  • Panel Source Name: ClowderScanLogData.

Field mapping — Panel source properties

#Clowder FieldiMIS Property NameProperty TypeLengthDescription
1Checked_In_ByCheckedInByString80The person who performed the check-in/check-out
2Check_In_DateTimeCheckInDateTimeDateTime200Check-in/out date (e.g. yyyy-MM-dd HH:mm:ss.000)
3Event_IDEventIDString100iMIS Event ID
4Session_IdSessionIdString80iMIS Session ID
5StatusStatusString80check-in or check-out
6TypeTypeString80Event or Session
7TitleTitleString80Session/Event title
8User_loginUserLoginString80User Login
9External_IdUserIdString100iMIS User ID (party_id)
10First_NameFirstNameString100First Name
11Last_NameLastNameString100Last Name
12Job_TitleJobTitleString80Occupation
13EmployerEmployerString80Company name
14Clowder_Checkin_IDIntegercheckin id

Option B — By contact (Parent Type: Contact)

If you already completed Option A, the Panel Source (ClowderScanLogData) does NOT need to be created again. Only a new Panel Definition is required.

Step 1: Create the panel definition

  1. In iMIS, navigate to RiSE > Panels > Panel definitions.
  2. Click Add panel definition.
  3. Set the following:
    1. Panel name = ClowderScanLogContact.
    2. Panel description = Clowder Scan Log (Contact).
    3. Parent Type = Contact.
  4. Enable Multi-instance panel type (required).
  5. Click Save.
🚧

IMPORTANT

The name ClowderScanLogContact must be entered exactly as shown — case-sensitive, no spaces.

Step 2: Link the panel source

  1. Inside ClowderScanLogContact, locate Panel Sources and click + Create Source.
  2. Set the Source name to exactly ClowderScanLogData.
  3. Click OK.
  4. Add the same properties as in Option A (see Field Mapping table)
  5. Save the changes:
    1. Add & Close: Click this button once you are done adding new properties.
    2. Add & Continue: Click this button to add a property and continue adding others.

Step 3: Confirm identifiers with Clowder

  1. Verify Panel definition was saved successfully.
  2. Share identifiers with Clowder team.
  3. Clowder will post records using party_id as key — each member sees their check-in history across all events
  • Panel Definition Name = ClowderScanLogContact.
  • Panel Source Name = ClowderScanLogData.

Updated 3 days ago

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