The below instructions outline the steps to expose an IQA to the Real Magnet Groups Table for the integration.  This will outline both the workflow for iMIS Staff Sites (RiSE) and those users that solely use iMIS Desktop.

If you are using RiSE follow the RiSE instructions. If you are on the desktop only – use the Desktop instructions.

iMIS Staff Site (RiSE)

The Real Magnet integration will require the following in order for an iMIS IQA to become available in Real Magnet:

  1. The iMIS ID must be aliased as ContactID
  2. The path of the IQA must be present as an item in the  Real Magnet Groups table under General Lookup/Validation

In order to complete the two items above the user completing this task must be able to access both the iMIS Staff Site and the iMIS Desktop.

Setting the Alias for the iMIS ID as ContactID

  1. Login to the iMIS Staff Site
  2. Navigate to your IQAs
  3. Single Click the IQA you would like to modify
  4. Select Edit
  5. **Ensure that you have the Advanced Mode Selected**
  6. Select Display 
  7. Find the Row ID
  8. In the Column Alias set the value for ID to ContactID
  9. Select Save
  10. Select Close
 Once the above has been completed you can move on to the next steps.

Adding the IQA Path to the Real Magnet Groups Table

The Real Magnet integration will require the path of the IQA added to the Real Magnet groups table.  But first, we need to know the Path to the IQA.
You should be back to the main page of your IQA’s this should be a list of your IQAs.
  1. Single click on the IQA that you would like to add to the Real Magnet table
  2. Select Export (this will download an XML file)
  3. Open the XML file
  4. Hit Ctrl + F and find the word path.
  5. Copy the value between <path> and </path> this is your path to the IQA  (ex. $/ContactManagement/DefaultSystem/Queries/Advanced/Contact/Other/Top Donor)
  6. Paste this value to a notepad tool or word document
  7. Open the iMIS Desktop Site
  8. Select Customers
  9. Select Set Up Tables
  10. Select General Lookup/Validation
  11. Select REALMAGNET_GROUPS from the drop-down
  12. Select New
  13. In Code – enter the Friendly name for your Real Magnet users – this will probably be the IQA name
  14. Copy the value that was saved for the IQA Path
  15. Paste the IQA value in the Description area
  16. Select Save

iMIS Desktop Site

he Real Magnet integration will require the following in order for an iMIS IQA to become available in Real Magnet:

  1. The iMIS ID must be aliased as ContactID
  2. The path of the IQA must be present as an item in the  Real Magnet Groups table under General Lookup/Validation

In order to complete the two items above the user completing this task must be able to the iMIS Desktop.

Setting the Alias for the iMIS ID as ContactID

  1. Open iMIS
  2. Select IQA
    selectIQA
  3. Browse to your IQA
  4. Select Edit
    selectedit
  5. From the Document System page select Display
    selectdisplay
  6. There should be a Property labeled: iMIS ID, ensure that Display is checked
    netContactiMISID
  7. For Alias enter CONTACTID
  8. Select Save
  9. Select Close

The above location is where you would also go if you would like a specific field to display to the bridge instead of the default IBO values.

Adding the IQA Path to the Real Magnet Groups Table

  1. Single click on the IQA that you would like to add to the Real Magnet table
  2. Select Export (this will download an XML file)
  3. Open the XML file
  4. Hit Ctrl + F and find the word path.
  5. Copy the value between <Path> and </Path> this is your path to the IQA  (ex. $/ContactManagement/DefaultSystem/Queries/Advanced/Contact/Other/Top Donor)
  6. Paste this value to a notepad tool or word document
  7. Select Customers
  8. Select Set Up Tables
  9. Select General Lookup/Validation
  10. Select REALMAGNET_GROUPS from the drop-down
  11. Select New
  12. In Code – enter the Friendly name for your Real Magnet users – this will probably be the IQA name
  13. Copy the value that was saved for the IQA Path
  14. Paste the IQA value in the Description area
  15. Select Save