Getting Started in iDMS

The iMIS Data Management Suite (iDMS) is a set of tools for managing, automating, and integrating your iMIS data. iDMS consists of the following modules, each with specific capabilities:

iImport Cloud: Import or update data from spreadsheets into iMIS.
iUpdate Cloud: Use IQA queries to update existing data or replicate stored procedures.
iSchedule: Schedule any iDMS job to run automatically at a future time, including recurring tasks.
iTransfer: Export data to third-party systems and receive updates back via webhooks.
iWorkflow: Automate sequences of actions triggered manually, on a schedule, or via webhooks.
iHook: Create webhooks to integrate iMIS with external applications or scripts in real time.

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Important!
Be sure to review Granting iDMS access to IQA queries and panel sources to make sure you understand the proper query and panel source permissions required.

Common iDMS actions

This table summarizes the main actions you can take across iDMS modules. It applies to imports, updates, and workflows where data is inserted, updated, or transferred.

Actions	Meaning
Insert	Create new records in iMIS, or add related data to existing records. - New Records: Automatically assigns iMIS IDs when adding contacts or activities. - Add to Existing: Adds data such as activities, panel info, or credentials to a known iMIS ID.
Update	Modify existing data in iMIS based on matching criteria. - Always match on key fields (iMIS ID, ContactKey, SEQN, Ordinal) when possible. - Match additional fields to prevent accidental updates. - Works for data such as activities, panel sources, or event registrations.
Insert and Update	Use when data may need to be inserted or updated in the same job. - iDMS will insert new records and update existing ones based on matching rules. - Always configure matching carefully to avoid duplicate or incorrect updates.
Delete Data	Permanently remove non-contact data from iMIS. - Cannot delete contacts through iDMS. - Always match on multiple fields to prevent unintentional deletions. - Test delete jobs in development or with small sample sets first.
Schedule	Configure jobs to run automatically using iSchedule. - Supports recurring jobs and off-hour execution. - Can schedule jobs from any module including iImport, iUpdate, iTransfer, or workflows.
Transfer	Export data to external systems using iTransfer. - Supports CSV, JSON, or other formats. - Receive notifications and webhook updates back to iMIS. - Use for integrations with LMS, certifying boards, fulfillment systems, etc.
Workflow	Automate sequences of actions using iWorkflow. - Triggers can be manual, scheduled, or webhook-based. - Actions can include insert/update operations, transfers, or panel data updates.
Webhooks	Create real-time connections using iHook. - Trigger actions from third-party applications or scripts instantly. - Can insert data directly into iMIS or trigger workflows.