For AI agents: visit https://documentation.advsol.com/imis/v5.0/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

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Documentation

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iMIS Power Suite
Getting Started Guide: iMIS Power Suite
Using the iMIS Power Suite Dashboard
Login troubleshooting
Cloud ID account linking
Understanding an invalid Background Account
Whitelisting IPs for Power Suite products

iDMS Release Notes
iMIS Chapter Experience Release Notes
Donate Now - Premium Release Notes
GL Processor Cloud Release Notes
OpenID Connect - Premium Release Notes
Outlook Integration Release Notes
QuickPay Release Notes
Text Messenger Release Notes
iAdd2Cart iPart Release Notes
Roster Manager Release Notes

iMIS Chapter Experience
Appendix
Security
- Gateway configuration
Optional features
Sitemaps
Content blocks
Profiles
Demographics
Workflow
Settings
Notifications
Reports
Calendar
Forms
Chapter List Management
Testing Plans
- ICE 5.1 Testing Plans
- ICE 5.2 Testing Plans

iMIS Cvent Integration
Registration widgets
- Registration query
- Registration content item
CVENT onboarding checklist
Installation and configuration

Donate Now - Premium (formerly CSiDonate)
Concepts
Reference
Tutorials
Troubleshooting
System requirements

iMIS GL Processor Cloud
Setup and Onboarding
Templates
- Template expressions
Organizations
Financial Entities
Exports
Terminology

iDMS - iMIS Data Management Suite
Getting Started in iDMS
Core concepts
Tutorials and Common Workflows
iImport
iUpdate
iSchedule
iWorkflow
iTransfer
iHook
Source guides
Troubleshooting iDMS issues

Content items (iParts)
Activity Attachments content item
iAdd2Cart content item
Radius Search
Roster Manager

OpenID Connect Premium
Connecting to iMIS - Configuring the OpenID Connect Module
Connecting to an External Directory/Identity Provider
Directory providers
- Microsoft Entra ID (Formerly Azure AD)
- AWS Cognito

iMIS for Outlook Overview
Installation and Deployment
Using iMIS for Outlook

iMIS Power Automate Connector
Getting started with iMIS Power Automate Connector
Action and trigger reference
How-to guides
Automation idea library
Troubleshooting and known limitations

QuickPay
Setup and Onboarding Guide
Settings
Logs
Receipts
Finance Information
Troubleshooting

iMIS SSO Premium
iMIS SSO - Premium: Onboarding Guide
User profile data
- OIDC profile data
- SAML Profile Data
System Settings
Client apps
- OIDC Client Apps
- SAML Client Apps
iMIS SSO Premium: FAQ
SSO errors and troubleshooting
Technical implementation specifications
- Technical architecture
SSO Information for third-party vendors
SSO Information for iMIS Staff
iMIS SSO Premium TLS 1.2 Guidelines
Integrations
- Zendesk integration
OpenID Connect (OAuth 2) overview
- Enabling Single Logout (SLO)
SAML 2.0 overview

iMIS Text Messenger (formerly Text Manager)
Recurring Campaigns
One-Time Campaigns
Tracking unsubscribed and re-subscribed members
Creating a Twilio account

Troubleshooting iDMS issues

Review the following troubleshooting articles:

ASI event log troubleshooting steps
Requesting iDMS Support
Troubleshooting iDMS

Updated 2 months ago

User Roles Guide

Requesting iDMS Support

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