Updating using an IQA query as a data source

Importing or updating from an IQA is similar to importing from a file. Instead of uploading an Excel file, updating from an IQA query uses the query to pull data from the iMIS database.

To begin running an iUpdate Job, select a query. Click the Select button to open the IQA query search dialog. Navigate to your query and select the IQA query you want to import or update iMIS records.

If Cloud ID Account Linking is enabled, select the Cloud ID to run the IQA query from. This is enabled if you have configured Cloud ID account linking. This option allows staff users to run IQA queries (and pull subsequent data) from other iMIS databases.

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Note

The IQA query cannot have a slash (/ or \) in the query's name. IQA queries should have the Only display unique results setting enabled in the Display tab of the IQA query editor.

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Tip

We recommend that IQA queries are configured so that only contact records that require updating are updated (instead of everyone being updated). See Optimizing iUpdate jobs by updating only the contacts that need changes for more information.