Interactive File Importer (IFI)

Introduction

The Interactive File Importer, IFI, is an all-new take on file importing.

• Person lookup: In IFI, if you don’t provide a person’s unique 16-digit ID code, but you do provide enough personal data to search on, IFI will locate the most likely prospects. From those, you can choose which one matches, if any, or continue on creating a new person.
• Flexibility: IFI has many different modules for importing data. These can be enabled and disabled independently to import just specific types of data or in bulk to do multiple operations with a single record.
• Visual field mapping: IFI has a visual editor to let you indicate what fields are used and supply multiple (or no) target for each field. This means that just about any file can be imported without first having to modify its column names.

We strongly recommend doing a backup of your data before using IFI.

Concepts

IFI is a tool for importing data from non-VSys and non-GMS files to modify or add to the data in VSys One. These files can be from Microsoft Excel (.xls), dBase (.dbf) files, or tab-delimited files created by any other application.

What can you import with IFI?

• Personal data for people, including creating new people or deleting people in bulk
• Account records
• Addresses
• Certifications, including background check information
• Custom field values
• Comment records
• Volunteer hours
• Volunteer images
• Volunteer availability
• Lists (adding people to/removing people from)
• Groups, including creating new ones and editing existing ones
• Register people in projects, including adding new people, editing existing ones or deleting people from a project
• Volunteer assignments
• Job slots, jobs and job groups
• Awards/recognitions
• Interviews
• Locations
• Memberships
• Training records
• Delegations in a project, including creating new ones and editing existing ones

Some of these are available globally (outside of a project), some are available only within a project.