Using the Workbook Converter

The iMIS Workbook Converter is a tool that reads and converts contact data from Excel spreadsheets, or a workbook, into iMIS. The Workbook Converter can be used to populate the iMIS database with the following information.

The data import process should consist of the following process:

1. Review the following articles:
   • Workbook Converter FAQ
   • Workbook Converter tips
2. Pre-conversion tasks
3. Locating the Workbook Converter
4. Preparing the workbook data
5. Importing the workbook data
6. Post-conversion tasks

Table 1: Viewing included and not included items when converting