iMIS
iMIS, a purpose-built Engagement Management System for associations and non-profit organizations.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Computer System Innovations, Inc. |
URL | https://csiinc.com/support |
support@csiinc.com |
Connector Metadata | |
---|---|
Publisher | Computer System Innovations, Inc. |
Website | https://www.csiinc.com/ |
Privacy policy | https://www.csiinc.com/privacy |
Categories | Data;Sales and CRM |
iMIS is the world’s only Engagement Management System (EMS), purpose-built to meet the unique needs of your organization and to support your continuous performance improvement. Extend your iMIS data - contacts, activities, panels, IQAs, and more - into the Power Automate and Logic Apps ecosystem with the triggers and actions available in this connector.
You will need an active iMIS instance, and a subscription to use this connector. For more information, please see: https://csi.ms/paprerequisites
You will need an API key to use this connector. (Note: This is not the same as your iMIS API credentials.) For instructions on obtaining your API key, please see: https://csi.ms/paapikey
You can follow our simple guide to getting started with iMIS and Power Automate here: https://csi.ms/pagettingstarted
Once you have successfully established a connection, browse our Automation Idea Library for ideas on automations that you can build with iMIS and Power Automate: http://csi.ms/paideas
For a complete list of known limitations and current issues, please refer to: https://csi.ms/palimitations
When this status code is returned, inspect the response body and look for an X-CSI-Error-Msg
custom header. This will help to diagnose what the problem is.
For a complete list of common troubleshooting steps, please see: https://csi.ms/palimitations
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Name | Type | Description | Required |
---|---|---|---|
CSI API Key | securestring | Please enter your CSI API Key, found in the CSI Cloud Dashboard. | True |
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Create a contact |
Creates a contact (person) record in iMIS. |
Create a multi-instance panel record |
Creates a multi instance panel record in iMIS. |
Create an activity |
Create a new activity record in iMIS |
Create an organization |
Creates a contact (organization) record in iMIS. |
Delete a multi-instance panel record |
Deletes a multi instance panel record in iMIS. |
Delete a single-instance panel record |
Deletes a single instance panel record in iMIS. |
Execute an IQA |
Executes an iMIS IQA at the supplied path. |
Find activities |
Search for activities by type, iMIS ID, and more |
Find contacts |
Finds iMIS contact records by various criteria. Most search fields support search filters, like "startsWith:x" or "contains:x". Refer to the documentation for a complete list. |
Find panel records |
Finds iMIS panel records by various criteria. Most search fields support search filters, like "startsWith:x" or "contains:x". Refer to the documentation for a complete list. |
Get a contact |
Retrieves a single contact record by their iMIS ID. |
Get a contact's picture |
Retrieves a contact's profile picture by their iMIS ID. |
Get a multi-instance panel record |
Gets a multi instance panel record in iMIS. |
Get a single-instance panel record |
Gets a single instance panel record in iMIS. |
Get all addresses for a contact |
Retrieves a list of addresses for a contact. |
Get an activity by sequence |
Fetches a single Activity record by its sequence (SEQN) value |
Get an address for a contact |
Retrieves an address for a contact. |
Update a contact |
Updates a contact (person) record in iMIS. The iMIS ID is required in the request body, and will be used to find the contact to update. Only fields with values will be updated. If a field is left blank, it will not be updated. |
Update a contact's mailing address |
Updates a contact's mailing address in iMIS. |
Update a multi-instance panel record |
Updates a multi instance panel record in iMIS. |
Update a single-instance panel record |
Update a single instance panel record in iMIS. |
Update an activity |
Update an activity record in iMIS |
Update an organization |
Updates a contact (organization) record in iMIS. |
Creates a contact (person) record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name Prefix
|
namePrefix | string |
The contact's name prefix (e.g. "Mrs.") |
|
First Name
|
firstName | string |
The contact's first name |
|
Informal Name
|
informalName | string |
The contact's informal name (or nickname) |
|
Middle Name
|
middleName | string |
The contact's middle name |
|
Last Name
|
lastName | string |
The contact's last name |
|
Name Suffix
|
nameSuffix | string |
The contact's name suffix (e.g. "Jr.") |
|
Functional Title
|
functionalTitle | string |
The contact's functional title code value |
|
Parent Organization ID
|
parentOrganizationId | string |
Specify the iMIS ID of a parent organization to link this person to |
|
Organization Name
|
organizationName | string |
The name of the organization that this contact belongs to (not used if Parent Organization ID is set) |
|
Email
|
string |
The contact's primary e-mail address |
||
Work Phone
|
workPhone | string |
The contact's work phone number |
|
Home Phone
|
homePhone | string |
The contact's home phone number |
|
Mobile Phone
|
mobilePhone | string |
The contact's mobile phone number |
|
Fax
|
fax | string |
The contact's fax number |
|
Gender
|
gender | string |
The contact's gender code (e.g. "M", "F", or any other defined codes) |
|
Member Type
|
memberType | string |
The contact's member type code (e.g. "NM" or "WEB") |
|
Billing Category
|
billingCategory | string |
The contact's billing category name |
|
Major Key
|
majorKey | string |
The contact's major key field |
|
Status
|
status | string |
The contact's status code (e.g. "A", "D", "X") |
|
Birth Date
|
birthDate | date |
The contact's birth date |
|
Join Date
|
joinDate | date |
The contact's join date |
Returns
- Body
- ContactDTO
Creates a multi instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameMultiCreate | string |
The name of the panel to create into. |
|
body
|
body | dynamic |
Schema generated by GetPanelCreateSchema. |
Returns
Create a new activity record in iMIS
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action Codes
|
actionCodes | string | ||
Activity Type
|
activityType | True | string | |
Amount
|
amount | double | ||
Attachment Sequence
|
attachSeqn | integer | ||
Attachment Total
|
attachTotal | double | ||
Batch Number
|
batchNum | string | ||
Campaign Code
|
campaignCode | string | ||
Category
|
category | string | ||
Co ID
|
coId | string | ||
Description
|
description | string | ||
Effective Date
|
effectiveDate | date | ||
Grace Period
|
gracePeriod | integer | ||
iMIS ID
|
id | True | string | |
Intent To Edit
|
intentToEdit | string | ||
Memorial/Tribute Code
|
memTribCode | string | ||
Member Type
|
memberType | string | ||
Next Install Date
|
nextInstallDate | date | ||
Note
|
note | string | ||
Note 2
|
note2 | string | ||
Object
|
object | string | ||
Org Code
|
orgCode | string | ||
Originating Trans Number
|
originatingTransNum | integer | ||
Other Code
|
otherCode | string | ||
Other ID
|
otherId | string | ||
Pay Method
|
payMethod | string | ||
Product Code
|
productCode | string | ||
Quantity
|
quantity | double | ||
Recurring Request
|
recurringRequest | boolean | ||
Solicitor ID
|
solicitorId | string | ||
Source Code
|
sourceCode | string | ||
Source System
|
sourceSystem | string | ||
Status Code
|
statusCode | string | ||
Taxable Value
|
taxableValue | double | ||
Thru Date
|
thruDate | date | ||
Tickler Date
|
ticklerDate | date | ||
Transaction Date
|
transactionDate | date | ||
UF1
|
uF1 | string |
User Field 1 (String) |
|
UF2
|
uF2 | string |
User Field 2 (String) |
|
UF3
|
uF3 | string |
User Field 3 (String) |
|
UF4
|
uF4 | double |
User Field 4 (Decimal) |
|
UF5
|
uF5 | double |
User Field 5 (Decimal) |
|
UF6
|
uF6 | date |
User Field 6 (Date) |
|
UF7
|
uF7 | date |
User Field 7 (Date) |
|
Units
|
units | double |
Returns
- Body
- ActivityDTO
Creates a contact (organization) record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
organizationName | string |
The name of this organization |
|
Website URL
|
websiteUrl | string |
The website URL for this organization's homepage |
|
Email
|
string |
The organization's primary e-mail address |
||
Work Phone
|
workPhone | string |
The organization's work phone number |
|
Fax
|
fax | string |
The organization's fax number |
|
Member Type
|
memberType | string |
The organization's member type code (e.g. "NM" or "WEB") |
|
Billing Category
|
billingCategory | string |
The organization's billing category name |
|
Major Key
|
majorKey | string |
The organization's major key field |
|
Status
|
status | string |
The organization's status code (e.g. "A", "D", "X") |
|
Join Date
|
joinDate | date |
The organization's join date |
Returns
- Body
- ContactDTO
Deletes a multi instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameMultiDelete | string |
The name of the panel to delete from. |
|
body
|
body | dynamic |
Schema generated by GetPanelDeleteSchema. |
Returns
Deletes a single instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameSingleDelete | string |
The name of the panel to delete from. |
|
body
|
body | dynamic |
Schema generated by GetPanelDeleteSchema. |
Returns
Executes an iMIS IQA at the supplied path.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
IQA Path
|
iqaPath | string |
The path of the IQA to execute. |
|
body
|
body | dynamic |
Iqa filters. |
Returns
Search for activities by type, iMIS ID, and more
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Activity Type
|
activityType | string |
The activity type code |
|
iMIS ID
|
imisId | string |
The iMIS ID |
|
Product Code
|
productCode | string |
The product code |
|
Category
|
category | string |
The category |
|
Transaction Date On or Before
|
transactionDateBefore | date |
Transaction date on or before |
|
Transaction Date After
|
transactionDateAfter | date |
Transaction date after |
|
Effective Date On or Before
|
effectiveDateBefore | date |
Effective date on or before |
|
Effective Date After
|
effectiveDateAfter | date |
Effective date after |
|
Thru Date On or Before
|
thruDateBefore | date |
Thru date on or before |
|
Thru Date After
|
thruDateAfter | date |
Thru date after |
|
Sort By
|
sortBy | string |
The property name to sort by |
|
Sort Descending
|
sortDesc | boolean |
If the sort order should be descending (default is ascending) |
Returns
- Body
- ActivityListDTO
Finds iMIS contact records by various criteria. Most search fields support search filters, like "startsWith:x" or "contains:x". Refer to the documentation for a complete list.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
First Name
|
firstName | string |
Contact's first name (supports filters) |
|
Last Name
|
lastName | string |
Contact's last name (supports filters) |
|
Full Name
|
fullName | string |
Contact's full name (supports filters) |
|
Primary Email
|
string |
Contact's primary email address (supports filters) |
||
Member Type Code
|
memberType | string |
Contact's member type code (supports filters) |
|
Company Name
|
organization | string |
Contact's organization name (supports filters) |
|
Filter Record Types
|
recordType | string |
Filter record types (people, organizations) |
|
Filter Deleted Status
|
deleteType | string |
Filter deleted status (marked for deletion) |
Returns
- Body
- ContactListDTO
Finds iMIS panel records by various criteria. Most search fields support search filters, like "startsWith:x" or "contains:x". Refer to the documentation for a complete list.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameFindPost | string |
The name of the panel to query. |
|
body
|
body | dynamic |
Schema generated by GetPanelSchema. |
Returns
Retrieves a single contact record by their iMIS ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
contactId | True | string |
iMIS ID |
Returns
- Body
- ContactDTO
Retrieves a contact's profile picture by their iMIS ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
contactId | True | string |
iMIS ID |
Returns
Represents a contact's profile picture
- Body
- ContactPictureDTO
Gets a multi instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameMultiGet | string |
The name of the panel to retrieve from. |
|
body
|
body | dynamic |
Schema generated by GetPanelGetSchema. |
Returns
Gets a single instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameSingleGet | string |
The name of the panel to retrieve from. |
|
body
|
body | dynamic |
Schema generated by GetPanelGetSchema. |
Returns
Retrieves a list of addresses for a contact.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
contactId | True | string |
The iMIS ID to get the addresses for |
Returns
- Body
- AddressListDTO
Fetches a single Activity record by its sequence (SEQN) value
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Sequence Number
|
sequenceNumber | True | integer |
Sequence number |
Returns
- Body
- ActivityDTO
Retrieves an address for a contact.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
contactId | True | string |
The iMIS ID to get the address for |
Address Purpose
|
addressPurpose | True | string |
Must be a well-defined address purpose name in iMIS |
Returns
- Body
- AddressDTO
Updates a contact (person) record in iMIS. The iMIS ID is required in the request body, and will be used to find the contact to update. Only fields with values will be updated. If a field is left blank, it will not be updated.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
id | True | string |
The iMIS ID (Also referred to as: Contact ID, Party ID) |
Name Prefix
|
namePrefix | string |
The contact's name prefix (e.g. "Mrs.") |
|
First Name
|
firstName | string |
The contact's first name |
|
Informal Name
|
informalName | string |
The contact's informal name (or nickname) |
|
Middle Name
|
middleName | string |
The contact's middle name |
|
Last Name
|
lastName | string |
The contact's last name |
|
Name Suffix
|
nameSuffix | string |
The contact's name suffix (e.g. "Jr.") |
|
Functional Title
|
functionalTitle | string |
The contact's functional title code value |
|
Parent Organization ID
|
parentOrganizationId | string |
Specify the iMIS ID of a parent organization to link this person to |
|
Email
|
string |
The contact's primary e-mail address |
||
Work Phone
|
workPhone | string |
The contact's work phone number |
|
Home Phone
|
homePhone | string |
The contact's home phone number |
|
Mobile Phone
|
mobilePhone | string |
The contact's mobile phone number |
|
Fax
|
fax | string |
The contact's fax number |
|
Gender
|
gender | string |
The contact's gender code (e.g. "M", "F", or any other defined codes) |
|
Member Type
|
memberType | string |
The contact's member type code (e.g. "NM" or "WEB") |
|
Billing Category
|
billingCategory | string |
The contact's billing category name |
|
Major Key
|
majorKey | string |
The contact's major key field |
|
Status
|
status | string |
The contact's status code (e.g. "A", "D", "X") |
Returns
- Body
- ContactDTO
Updates a contact's mailing address in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
id | True | string |
The iMIS ID of the address to update |
Address 1
|
address1 | string |
Address Line 1 |
|
Address 2
|
address2 | string |
Address Line 2 |
|
City Name
|
city | string |
City name on the address |
|
State/Province Code
|
stateProvinceCode | string |
Abbreviated code for the state/province |
|
Postal Code
|
postalCode | string |
Postal or ZIP code |
|
Country Code
|
countryCode | string |
Abbreviated country code |
|
Phone Number
|
phone | string |
Formatted phone number for this address |
|
Email Address
|
string |
Email for this address |
||
Address 3
|
address3 | string |
Address Line 3 |
|
Fax Number
|
fax | string |
Formatted fax number for this address |
Returns
- Body
- AddressDTO
Updates a multi instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameMultiUpdate | string |
The name of the panel to update. |
|
body
|
body | dynamic |
Schema generated by GetPanelUpdateSchema. |
Returns
Update a single instance panel record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Panel Name
|
panelNameSingleUpdate | string |
The name of the panel to update. |
|
body
|
body | dynamic |
Schema generated by GetPanelSchema. |
Returns
Update an activity record in iMIS
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action Codes
|
actionCodes | string | ||
Activity Type
|
activityType | string | ||
Amount
|
amount | double | ||
Attachment Sequence
|
attachSeqn | integer | ||
Attachment Total
|
attachTotal | double | ||
Batch Number
|
batchNum | string | ||
Campaign Code
|
campaignCode | string | ||
Category
|
category | string | ||
Co ID
|
coId | string | ||
Description
|
description | string | ||
Effective Date
|
effectiveDate | date | ||
Grace Period
|
gracePeriod | integer | ||
Intent To Edit
|
intentToEdit | string | ||
Memorial/Tribute Code
|
memTribCode | string | ||
Member Type
|
memberType | string | ||
Next Install Date
|
nextInstallDate | date | ||
Note
|
note | string | ||
Note 2
|
note2 | string | ||
Object
|
object | string | ||
Org Code
|
orgCode | string | ||
Originating Trans Number
|
originatingTransNum | integer | ||
Other Code
|
otherCode | string | ||
Other ID
|
otherId | string | ||
Pay Method
|
payMethod | string | ||
Product Code
|
productCode | string | ||
Quantity
|
quantity | double | ||
Recurring Request
|
recurringRequest | boolean | ||
Sequence
|
seqn | True | integer | |
Solicitor ID
|
solicitorId | string | ||
Source Code
|
sourceCode | string | ||
Source System
|
sourceSystem | string | ||
Status Code
|
statusCode | string | ||
Taxable Value
|
taxableValue | double | ||
Thru Date
|
thruDate | date | ||
Tickler Date
|
ticklerDate | date | ||
Transaction Date
|
transactionDate | date | ||
UF1
|
uF1 | string |
User Field 1 (String) |
|
UF2
|
uF2 | string |
User Field 2 (String) |
|
UF3
|
uF3 | string |
User Field 3 (String) |
|
UF4
|
uF4 | double |
User Field 4 (Decimal) |
|
UF5
|
uF5 | double |
User Field 5 (Decimal) |
|
UF6
|
uF6 | date |
User Field 6 (Date) |
|
UF7
|
uF7 | date |
User Field 7 (Date) |
|
Units
|
units | double |
Returns
- Body
- ActivityDTO
Updates a contact (organization) record in iMIS.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
iMIS ID
|
id | True | string |
The iMIS ID (Also referred to as: Contact ID, Party ID) |
Organization Name
|
organizationName | string |
The name of this organization |
|
Website URL
|
websiteUrl | string |
The website URL for this organization's homepage |
|
Email
|
string |
The organization's primary e-mail address |
||
Work Phone
|
workPhone | string |
The organization's work phone number |
|
Fax
|
fax | string |
The organization's fax number |
|
Member Type
|
memberType | string |
The organization's member type code (e.g. "NM" or "WEB") |
|
Billing Category
|
billingCategory | string |
The organization's billing category name |
|
Major Key
|
majorKey | string |
The organization's major key field |
|
Status
|
status | string |
The organization's status code (e.g. "A", "D", "X") |
Returns
- Body
- ContactDTO
When an activity is added |
When an activity is added |
When an order is added |
When an order is added |
Name | Path | Type | Description |
---|---|---|---|
Action Codes
|
actionCodes | string | |
Activity Type
|
activityType | string | |
Amount
|
amount | double | |
Attachment Sequence
|
attachSeqn | integer | |
Attachment Total
|
attachTotal | double | |
Batch Number
|
batchNum | string | |
Campaign Code
|
campaignCode | string | |
Category
|
category | string | |
Co ID
|
coId | string | |
Description
|
description | string | |
Effective Date
|
effectiveDate | date | |
Grace Period
|
gracePeriod | integer | |
iMIS ID
|
id | string | |
Intent To Edit
|
intentToEdit | string | |
Memorial/Tribute Code
|
memTribCode | string | |
Member Type
|
memberType | string | |
Next Install Date
|
nextInstallDate | date | |
Note
|
note | string | |
Note 2
|
note2 | string | |
Object
|
object | string | |
Org Code
|
orgCode | string | |
Originating Trans Number
|
originatingTransNum | integer | |
Other Code
|
otherCode | string | |
Other ID
|
otherId | string | |
Pay Method
|
payMethod | string | |
Product Code
|
productCode | string | |
Quantity
|
quantity | double | |
Recurring Request
|
recurringRequest | boolean | |
Solicitor ID
|
solicitorId | string | |
Source Code
|
sourceCode | string | |
Source System
|
sourceSystem | string | |
Status Code
|
statusCode | string | |
Taxable Value
|
taxableValue | double | |
Thru Date
|
thruDate | date | |
Tickler Date
|
ticklerDate | date | |
Transaction Date
|
transactionDate | date | |
UF1
|
uF1 | string |
User Field 1 (String) |
UF2
|
uF2 | string |
User Field 2 (String) |
UF3
|
uF3 | string |
User Field 3 (String) |
UF4
|
uF4 | double |
User Field 4 (Decimal) |
UF5
|
uF5 | double |
User Field 5 (Decimal) |
UF6
|
uF6 | date |
User Field 6 (Date) |
UF7
|
uF7 | date |
User Field 7 (Date) |
Units
|
units | double | |
Sequence
|
seqn | integer |
The activity's sequence value (primary key) |
Name | Path | Type | Description |
---|---|---|---|
Activity List
|
value | array of ActivityDTO |
The list of activity records |
Name | Path | Type | Description |
---|---|---|---|
Address ID
|
addressId | string |
Unique ID for this address record. |
Address Lines
|
addressLines | string |
Newline-separated address street lines. |
City Name
|
city | string |
City name on the address. |
State/Province Code
|
stateProvinceCode | string |
Abbreviated code for the state/province. |
Postal Code
|
postalCode | string |
Postal or ZIP code. |
Country Code
|
countryCode | string |
Abbreviated country code. |
Phone Number
|
phone | string |
Formatted phone number for this address. |
Email Address
|
string |
Email for this address. |
|
Full Address
|
fullAddress | string |
Full computed address with newlines. |
Name and Full Address
|
nameAndFullAddress | string |
Full computed address with the contact's name on the first line. |
Address Purpose
|
addressPurpose | string |
Address purpose (category) name. |
Communication Preference List
|
communicationPreferences | array of string |
List of communication preference types. |
Name | Path | Type | Description |
---|---|---|---|
Address List
|
addresses | array of AddressDTO |
The list of address objects for the specified contact |
Name | Path | Type | Description |
---|---|---|---|
Contact Type
|
contactType | string |
The type of contact (organization or person) |
iMIS ID
|
id | string |
The iMIS ID (Also referred to as: Contact ID, Party ID) |
Name
|
name | string |
The computed person's full name, or organization name, of the contact |
Name Prefix
|
namePrefix | string |
The contact's name prefix (e.g. "Mrs.") |
First Name
|
firstName | string |
The contact's first name |
Informal Name
|
informalName | string |
The contact's informal name (or nickname) |
Middle Name
|
middleName | string |
The contact's middle name |
Last Name
|
lastName | string |
The contact's last name |
Name Suffix
|
nameSuffix | string |
The contact's name suffix (e.g. "Jr.") |
Functional Title
|
functionalTitle | string |
The contact's functional title, including any designations |
Is Member
|
isMember | boolean |
Flag that specifies if this contact is a member of the organization |
Is Active
|
isActive | boolean |
Flag that specifies if this contact is marked as active (i.e. not marked for deletion, deceased, etc) |
Organization Name
|
organizationName | string |
The name of the organization that this contact belongs to |
Organization ID
|
organizationId | string |
For person types, specifies the parent organization ID that is linked |
Email
|
string |
The contact's primary e-mail address |
|
Work Phone
|
workPhone | string |
The contact's work phone number |
Home Phone
|
homePhone | string |
The contact's home phone number |
Mobile Phone
|
mobilePhone | string |
The contact's mobile phone number |
Fax
|
fax | string |
The contact's fax number |
Gender
|
gender | string |
The contact's gender code (e.g. "M", "F", or any other defined codes) |
Member Type
|
memberType | string |
The contact's member type code (e.g. "NM" or "WEB") |
Billing Category
|
billingCategory | string |
The contact's billing category name |
Major Key
|
majorKey | string |
The contact's major key field |
Status
|
status | string |
The contact's status code (e.g. "A", "D", "X") |
Contact Key
|
contactKey | string |
The contact's key, sometimes referred to as the "Net ID" (a Guid) |
Birth Date
|
birthDate | date |
The contact's birth date |
Join Date
|
joinDate | date |
The contact's join date |
Paid Thru
|
paidThruDate | date |
The contact's membership paid thru date (if a member) |
Renewed Thru
|
renewedThruDate | date |
The contact's renewed thru date |
Name | Path | Type | Description |
---|---|---|---|
Contact List
|
value | array of ContactDTO |
The list of contact records |
Represents a contact's profile picture
Name | Path | Type | Description |
---|---|---|---|
iMIS ID
|
id | string |
The iMIS ID associated with this picture |
Picture Data
|
pictureData | byte |
The picture data |
Name | Path | Type | Description |
---|---|---|---|
Ship To Address Line 1
|
address1 | string | |
Ship To Address Line 2
|
address2 | string | |
Ship To Address Line 3
|
address3 | string | |
Ship To Address Format Code
|
addressFormat | integer | |
Balance Amount
|
balance | double | |
Batch Number
|
batchNumber | string | |
Bill To iMIS ID
|
billToId | string | |
Ship To Address City
|
city | string | |
Company iMIS ID
|
companyId | string | |
Company Member Type
|
companyMemberType | string | |
Company Name
|
company | string | |
Company Sort Code
|
companySort | string | |
Ship To Address Country
|
country | string | |
Customer Reference
|
customerReference | string | |
Ship To Email Address
|
string | ||
Freight 1 Amount
|
freight1 | double | |
Freight 2 Amount
|
freight2 | double | |
Shipp To Full Address
|
fullAddress | string | |
Ship To Full Name
|
fullName | string | |
Handling 1 Amount
|
handling1 | double | |
Handling 2 Amount
|
handling2 | double | |
Hold Code
|
holdCode | string | |
Hold Comment
|
holdComment | string | |
Is Held?
|
holdFlag | boolean | |
Invoice Reference Number
|
invoiceReferenceNumber | integer | |
Ship To Member Type
|
memberType | string | |
Order Notes
|
notes | string | |
Order Date
|
orderDate | date | |
Order Number
|
orderNumber | double | |
Order Type Code
|
orderTypeCode | string | |
Entity Code
|
entityCode | string | |
Pay Type
|
payType | string | |
Ship To Phone
|
phone | string | |
Source Code
|
sourceCode | string | |
Ship To iMIS ID
|
shipToId | string | |
Order Stage
|
stage | string | |
Ship To State/Province
|
stateProvince | string | |
Order Status
|
status | string | |
Tax 1 Amount
|
tax1 | double | |
Tax 2 Amount
|
tax2 | double | |
Tax 3 Amount
|
tax3 | double | |
Tax 1 Rate
|
taxRate1 | double | |
Tax 2 Rate
|
taxRate2 | double | |
Tax 3 Rate
|
taxRate3 | double | |
Order Title
|
title | string | |
Order Total Charges
|
totalCharges | double | |
Order Total Payments
|
totalPayments | double | |
Total Quantity Backordered
|
totalQuantityBackordered | integer | |
Total Quantity Ordered
|
totalQuantityOrdered | integer | |
Ship To Postal Code
|
zip | string | |
Source System
|
sourceSystem | string | |
Discount Code
|
discountCode | string | |
VAT Tax Code
|
vatTaxCodeFh | string | |
Undiscounted Total
|
undiscountedTotal | double | |
Terms Code
|
termsCode | string | |
Tax Rate
|
taxRateFh | double | |
Tax 1 Author
|
taxAuthor1 | string | |
Tax 2 Author
|
taxAuthor2 | string | |
Tax 3 Author
|
taxAuthor3 | string | |
Tax Exempt
|
taxExempt | string | |
Affects Inventory?
|
affectInventory | boolean | |
Freight Tax Amount
|
freightTax | double | |
Handling Tax Amount
|
handlingTax | double | |
Invoice Date
|
invoiceDate | date | |
Invoice Number
|
invoiceNumber | integer | |
Line Total Amount
|
lineTotal | double | |
Shipping Method
|
shipMethod | string | |
Ship Papers Date
|
shipPapersDateTime | date | |
Shipped Date
|
shippedDateTime | date | |
Total Weight
|
totalWeight | double | |
Entered By
|
enteredBy | string | |
Entered Date/Time
|
enteredDateTime | date |
Name | Path | Type | Description |
---|---|---|---|
Order List
|
value | array of OrderDTO |
The list of order records |