iMIS
v1.0.1 (2017)
Credentials
You will need the following items from iMIS (user must have API access):
Username
Password
API URL (Full path to the API service on your iMIS install; likely formatted as https://YourOrganizationsURL.org)
Mapping
You have two options for pulling contact fields out of iMIS into PropFuel:
Rest API - This is the default method, we will use the GetParty api call to pull information about your contacts
IQA - If you need fields to be mapped that are not available via the Rest API, you can optionally create an IQA in iMIS that PropFuel will use to sync contact data. You can add whatever fields you like to the IQA, complete your field mapping, and PropFuel will sync the data every 24 hours
We recommend mapping via IQA as the Rest API option has extremely limited access to contact record data. The iMIS ID field in the IQA should have an alias of ID or Contact ID.
Sync
Once a contact is pulled into your PropFuel contacts database from a trigger, any changes made to that contact in iMIS will be synced into PropFuel within 24 hours.
Triggers
The following triggers are available in campaign level workflows:
IQA Query - Pulls results from an existing IQA query in iMIS, you will need the full path to the query. The query can not have any run time parameters
Event Registration
Group Members
Actions
iMIS does not have methods to write back to a Party record out of the box, however, we can write back data to a custom table in your iMIS instance. To implement this, please talk to your account manager and we can get the information needed to implement the call.