Microsoft Excel + iMIS (iAppConnector)

Microsoft Excel + iMIS (iAppConnector) integrations

Manage new rows in Microsoft Excel by adding or removing relationships in iMIS (iAppConnector)

Keep your iMIS database seamlessly updated with this workflow. Each time a new row is added to your Microsoft Excel spreadsheet, it triggers changes to the relationships within the iMIS app through the iAppConnector. This helps you maintain an accurate and organized database, leaving you more time to focus on other key tasks. Minimize manual data input and stay on top of your information management with ease.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Add/Remove RelationshipCreates or Removes a Chapter, Relationship, Committee Role, or Organization Role.
ActionWrite

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More things you can do with Microsoft Excel and iMIS (iAppConnector)

Discover other triggers and actions you can use with Microsoft Excel and iMIS (iAppConnector)

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
New Contact Record Added
Triggers when a new contact is added in iMIS.
Trigger
Polling
Try It
- Info
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Event Code
  Required
- Registration Option Code
  Required
- Registrant ID
  Required
- Batch Id
Action
Write
- Add or Update
  Required
- First Name
- Middle Name
- Last Name
- Informal Name
- Email
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
- Status
- Category
- Paid Through
- Renewed Through
- Join Date
Action
Write
- Add/Remove Relationship
  Required
- Relationship Type
  Required
- Contact ID
  Required
- Title
- Effective Date
- Expiration Date
Action
Write
- iMIS ID
  Required
- Address Id
- Override Address Id
- Address Purpose
  Required
- Address Line 1
- Address Line 2
- City
- State Code
- Country Code
- Postal Code
- Email
- Phone
- Notes
Action
Write
- API Docs
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- authheaders
- Additional Request Headers
- Body
Action
Write
- iMIS ID
  Required
Action
Write
- Activity Type
  Required
- SEQN #
- ID
  Required
- Transaction Date
Action
Write
- Clone from Event Code
- Event Code
  Required
- Event Name
  Required
- Event Description
- Event Start Date/Time
  Required
- Event End Date/Time
  Required
- Time Zone
  Required
- Status
  Required
- Capacity
- Registration Code
- Registration Name
- Registration Description
- Registration Start Date/Time
- Registration End Date/Time
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Product Code
  Required
- Order Number
  Required
- Units
Action
Write
- Group Name
  Required
- PartyID
Action
Write
- Search by Company Website
- Search by Company Name
Action
Search
- IQA Path
  Required
- Return First Result?
Action
Search
- Email
  Required
- Add or Update
  Required
- First Name
- Middle Name
- Last Name
- Informal Name
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
- Status
- Category
- Paid Through
- Renewed Through
- Join Date
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- IQA Path
  Required
- Parameter List
Trigger
Polling
Try It
- Track Fields
Trigger
Polling
Try It
- Info
Trigger
Instant
Try It
- Info
- Panel Source Name (Type) (Identity)
  Required
Trigger
Instant
Try It
- notice
- Batch Id
- Batch Date
- Type
  Required
- Donor ID
  Required
- List As
- Anonymous Gift
- Request
- Amount
  Required
- Gift Item
  Required
- Source Code
- Soft Credit Notice
- Contact ID
- Percentage
- Amount
- Moves Manager ID
- Tribute Type
- Tributee Name
- Tribute Message
- Notify Contact ID
- Payment method
- Check Number
- Do not reciept
Action
Write
- Code
  Required
- Title
  Required
- Description
- Category
  Required
- Standard Price
  Required
- Discount Price
  Required
Action
Write
- Add User Security Role
  Required
- Username
  Required
Action
Write
- Panel Source Name (Type) (Identity)
  Required
Action
Write
- Certification Info
- iMIS ID
  Required
- Certification Program
  Required
Action
Write
- iMIS ID
  Required
Action
Write
- Add or Update
  Required
- Work Phone
- Country Code
- Email
- Website
- Category
Action
Write
- Add/Update
  Required
- ID
  Required
Action
Write
- Table Name
  Required
- Code
  Required
- Description
  Required
- Expansion
Action
Write
- Event Code
  Required
- Event Name
- Event Description
- Event Start Date/Time
- Event End Date/Time
- Capacity
- Status
- Time Zone
- Virtual Meeting URL
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Search by Email
  Required
Action
Search
- Search by Company Website
- Search by Company Name
- Add or Update
  Required
- Work Phone
- Country Code
- Email
- Website
- Category
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

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About iMIS (iAppConnector)

iMIS is a leading Engagement Management System for associations and non-profits

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Related categories

Databases