How can I Import Contact Records into FIMS?

How Can I Import Contacts?

Answer:

1. In FIMS, click Tools > System Utilities > System Options
2. On the System Options window, click the Editor tab
3. Under the [System] section, add a line for ImportTables (if it’s not already there) and add the Contact table
   1. ImportTables=Contact

4. Click Apply and OK

5. Create a spreadsheet with the necessary fields and any other desired fields

a. Contact number

b. Profile ID

c. Report Name

d. Sort Name

Here is are examples of Column Headers for contacts: 

Cntctnum

IDCode

CntctDate

CallBack

CntctType

Staffcode

Cntct-Time

CntctName

ASF

FundID

Solcode

Closed

GrantNum

date-added

date-changed

user-id

Tickle-Date

Tickle

Tickle-User

Priority

Recurring

Pro-Comment

6. Save the spreadsheet as a .xls file

7. In FIMS, click Tools > System Utilities > Run Procedure

8. Type the following into the window

    gui\imports\d-ssimp.w

9. Click OK

10. You will see a welcome screen for the Spreadsheet Import

11. Click Next

12. Navigate to the .xls file you saved previously

13. Enter the data range of the spreadsheet, including any header rows

14. If the first row contains labels, make sure to mark the checkbox

15. Click Next

16. Select the Contact table from the dropdown

17. Click Next

18. Map the data in the spreadsheet to the fields in FIMS

a. Select your Excel field in the top window

b. Choose the correct FIMS field in the bottom window

c. Click Add to connect the two fields

19. Click Next once all fields are mapped correctly

20. Click Finish

21. Click on Run Report when the Send To tab appears

22. You will receive a report stating that the data was imported

23. Go to the profile(s) to make sure the data was imported correctly