The Interactive File Importer (IFI) is a tool for importing data from other programs into VSys One. These files can be from Microsoft Excel (.xls), dBase (.dbf) files, or tab-delimited files created by any other program.
Notes
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.
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
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.
We strongly recommend doing a backup of your data before using IFI.