Promoted articles
- Exporting and Downloading Organization and Session Files
- Downloading Data using the Export Hub
- Release Notes v2.24
- Poster Sessions
- Talk Now for Poster Sessions
- How to use Keys to translate Meeting Names and Desktop Headers
- Creating Keys to Translate Meeting Names and Desktop Navigation
- Unpublishing an App from the Android App Store
- Removing an App from the Apple Store
iMIS Integration Follow
Pathable can import your attendees directly from your iMIS database. However, this requires a few steps of setup in your iMIS management dashboard first. We can also use iMIS as a single sign-on provider for your attendees. If you'd like to use iMIS for SSO purposes, please refer to this article: Single Sign-On (SSO) Identity Providers.
Step 1: Create Credentials
In iMIS, create an account and provide it with permission to use the iMIS REST API. You will use this username and password later when you configure the integration in Pathable.
Step 2: Configure iMIS IQA
In iMIS, you'll need to configure an IQA. Your iMIS administrator will need to take care of this step, or you can provide Pathable staff with access to your account and we can take care of it for you.
Some guidance we can provide in creating the IQA:
- The query will join three tables:
CsContact
,CsOrderLines
andCsOrders
. - A
CsOrder
is related toCsContact
usingShipToId
CsOrderLines.Product Code
is used for filtering theEvent
CsContact.Last Updated
is used as a cursor for our integration.- The query must have
DISTINCT
at the beginning to not return duplicate results - Requesting the REST API for this query must accept two parameters. For example,
EVENT_CODE
(string) andLAST_UPDATE
(date MM/DD/YYYY hh:mm:ss). An example of requesting this query would behttps://{{URL}}/api/iqa?queryname=$/Pathable/People¶meter={{EVENT_CODE}}¶meter={{LAST_UPDATE}}&Offset={{OFFSET}}
- Using these parameters must add a WHERE clause to the query which uses CONTAINS for the
CsOrderLines.Product Code
and uses GREATER THAN for theCsContact.Last Updated
- You must create this filter in your IQA in the exact same order. First filter for
CsOrderLines.Product Code
and the second forCsContact.Last Updated
. - The IQA query created must be available at the `$/Pathable/People`.
- You must return
CsContact.Status
. You are free to return any other fields fromCsContact
. We do not recommend returning any other field than the fields presented inCsContact
. Some common fields areName
,Last Name
andEmail
and we highly recommend those fields.
If this process seems daunting, please provide your Implementation Specialist with a username, password, and the URL to your iMIS staff dashboard, and we can complete this step for you.
Step 3: Configuring the integration in Pathable
Once you have configured your IQA in your iMIS database, you are ready to add it to the Pathable interface. From your Pathable management dashboard:
- Data Imports > Create New Feed
- Name your feed and under "Type", choose "People"
- Enter your iMIS username and password
- Enter your iMIS staff dashboard URL
- Click Connect and continue through to the column mapping stage