iMIS

Reference

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
Email	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.

Prerequisites

You will need an active iMIS instance, and a subscription to use this connector. For more information, please see: https://csi.ms/paprerequisites

How to get credentials

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

Get started with your connector

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

Known issues and limitations

For a complete list of known limitations and current issues, please refer to: https://csi.ms/palimitations

Common errors and remedies

401 Unauthorized

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

Creating a connection

The connector supports the following authentication types:


Default	Parameters for creating connection.	All regions	Not shareable

Default

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

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

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.

Create a contact

Operation ID:: ContactCreatePerson

Creates a contact (person) record in iMIS.

Parameters

Name	Key	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	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

Create a multi-instance panel record

Operation ID:: PanelCreateMultiInstancePanel

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

The outputs of this operation are dynamic.

Create an activity

Operation ID:: ActivityCreate

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

Create an organization

Operation ID:: ContactCreateOrganization

Creates a contact (organization) record in iMIS.

Parameters

Name	Key	Type	Description
Organization Name	organizationName	string	The name of this organization
Website URL	websiteUrl	string	The website URL for this organization's homepage
Email	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

Delete a multi-instance panel record

Operation ID:: PanelDeleteMultiInstancePanel

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

Delete a single-instance panel record

Operation ID:: PanelDeleteSingleInstancePanel

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

Execute an IQA

Operation ID:: IqaExecuteIqa

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

The outputs of this operation are dynamic.

Find activities

Operation ID:: ActivityFind

Search for activities by type, iMIS ID, and more

Parameters

Name	Key	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

Find contacts

Operation ID:: ContactFind

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	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	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

Find panel records

Operation ID:: PanelFindPanelRecords

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

The outputs of this operation are dynamic.

Get a contact

Operation ID:: ContactGet

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

Get a contact's picture

Operation ID:: ContactGetPicture

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

Get a multi-instance panel record

Operation ID:: PanelGetMultiInstancePanel

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

The outputs of this operation are dynamic.

Get a single-instance panel record

Operation ID:: PanelGetSingleInstancePanel

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

The outputs of this operation are dynamic.

Get all addresses for a contact

Operation ID:: AddressGetAll

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

Get an activity by sequence

Operation ID:: ActivityGetBySeqn

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

Get an address for a contact

Operation ID:: AddressGet

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

Update a contact

Operation ID:: ContactUpdatePerson

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	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

Update a contact's mailing address

Operation ID:: ContactUpdateMailingAddress

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	email		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

Update a multi-instance panel record

Operation ID:: PanelUpdateMultiInstancePanel

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

The outputs of this operation are dynamic.

Update a single-instance panel record

Operation ID:: PanelUpdateSingleInstancePanel

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

The outputs of this operation are dynamic.

Update an activity

Operation ID:: ActivityUpdate

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

Update an organization

Operation ID:: ContactUpdateOrganization

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	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

Triggers

When an activity is added	When an activity is added
When an order is added	When an order is added

When an activity is added

Operation ID:: ActivityTriggerPoll

When an activity is added

Returns

Body: ActivityListDTO

When an order is added

Operation ID:: OrderTriggerPoll

When an order is added

Returns

Body: OrderListDTO

Definitions

ActivityDTO

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)

ActivityListDTO

Name	Path	Type	Description
Activity List	value	array of ActivityDTO	The list of activity records

AddressDTO

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	email	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.

AddressListDTO

Name	Path	Type	Description
Address List	addresses	array of AddressDTO	The list of address objects for the specified contact

ContactDTO

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	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

ContactListDTO

Name	Path	Type	Description
Contact List	value	array of ContactDTO	The list of contact records

ContactPictureDTO

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

OrderDTO

Name	Path	Type
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	email	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

OrderListDTO

Name	Path	Type	Description
Order List	value	array of OrderDTO	The list of order records

共用方式為

iMIS

Prerequisites

How to get credentials

Get started with your connector

Known issues and limitations

Common errors and remedies

401 Unauthorized

Creating a connection

Default

Throttling Limits

Actions

Create a contact

Parameters

Returns

Create a multi-instance panel record

Parameters

Returns

Create an activity

Parameters

Returns

Create an organization

Parameters

Returns

Delete a multi-instance panel record

Parameters

Returns

Delete a single-instance panel record

Parameters

Returns

Execute an IQA

Parameters

Returns

Find activities

Parameters

Returns

Find contacts

Parameters

Returns

Find panel records

Parameters

Returns

Get a contact

Parameters

Returns

Get a contact's picture

Parameters

Returns

Get a multi-instance panel record

Parameters

Returns

Get a single-instance panel record

Parameters

Returns

Get all addresses for a contact

Parameters

Returns

Get an activity by sequence

Parameters

Returns

Get an address for a contact

Parameters

Returns

Update a contact

Parameters

Returns

Update a contact's mailing address

Parameters

Returns

Update a multi-instance panel record

Parameters

Returns

Update a single-instance panel record

Parameters

Returns

Update an activity

Parameters

Returns

Update an organization

Parameters