NOTE: The procedures that are detailed in this article are not Higher Logic proprietary information. Higher Logic provides this information as a courtesy, but is not responsible for the contents.

This article outlines how to expose an IQA to the Real Magnet Groups table for the integration. It will provide the workflow for iMIS Staff Sites (RiSE) and those users that solely use iMIS Desktop.

NOTE: If you're using RiSE, refer to the RiSE section; if you're on the desktop only, refer to the iMIS Desktop Site section.

iMIS Staff Site (RiSE)

The Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) integration requires the following in order for an iMIS IQA to become available in Thrive Marketing Enterprise:

• The iMIS ID must be aliased as ContactID
• The path of the IQA must be present as an item in the Real Magnet Groups table under General Lookup/Validation

NOTE: To complete these two items, you must be able to access the iMIS Staff Site and the iMIS Desktop.

Set the Alias for the iMIS ID as ContactID

1. Log in to the iMIS Staff Site.
2. Navigate to your IQAs.
3. Click the IQA you would like to modify, and then select Edit.
4. Ensure Advanced Mode is selected.
5. Click Display.
6. Find the Row ID.
7. In the Column Alias, set the value for ID to ContactID.
8. Click Save.
9. Click Close.

Once these steps are complete, move on to the next steps.

Add the IQA Path to the Real Magnet Groups Table

The Thrive Marketing Enterprise integration will require the path of the IQA added to the Real Magnet groups table. But first, we need to know the Path to the IQA. For this step, you should be back to the main page of your IQAs (this should be a list of your IQAs).

1. Click the IQA that you would like to add to the Real Magnet table.
2. Click Export (this will download an XML file).
3. Open the XML file.
4. Press Ctrl + F and find the word path.
5. Copy the value between <path> and </path>. This is your path to the IQA (e.g., $/ContactManagement/DefaultSystem/Queries/Advanced/Contact/Other/Top Donor).
6. Paste this value in Notepad or a Word document.
7. Open the iMIS Desktop Site.
8. Click Customers.
9. Click Set Up Tables.
10. Click General Lookup/Validation.
11. Select REALMAGNET_GROUPS from the menu.
12. Click New.
13. In Code, enter the Friendly name for your Thrive Marketing Enterprise users (this will probably be the IQA name).
14. Copy the value that was saved for the IQA Path in Step 5 and paste it in the Description area.
15. Click Save.

iMIS Desktop Site

The Thrive Marketing Enterprise integration will require the following in order for an iMIS IQA to become available in Thrive Marketing Enterprise:

• The iMIS ID must be aliased as ContactID
• The path of the IQA must be present as an item in the Real Magnet Groups table under General Lookup/Validation

To complete the two items above, you must be able to access the iMIS Desktop.

Set the Alias for the iMIS ID as ContactID

1. Open iMIS.
2. Click IQA on the left.

3. Select an IQA and click Edit.

4. On the Document System page, click Display.

5. There should be a property labeled iMIS ID. Ensure this property's Display box is checked.

6. For Alias, enter CONTACTID.
7. Click Save.
8. Click Close.

NOTE: The above location is where you would also go if you would like a specific field to display to the bridge, instead of the default IBO values.

Add the IQA Path to the Real Magnet Groups table

1. Click the IQA that you would like to add to the Real Magnet table.
2. Click Export (this will download an XML file).
3. Open the XML file.
4. Press Ctrl + F and find the word path.
5. Copy the value between <path> and </path>. This is your path to the IQA (e.g., $/ContactManagement/DefaultSystem/Queries/Advanced/Contact/Other/Top Donor).
6. Paste this value in Notepad or a Word document.
7. Click Customers.
8. Click Set Up Tables.
9. Click General Lookup/Validation.
10. Select REALMAGNET_GROUPS from the menu.
11. Click New.
12. In Code, enter the Friendly name for your Thrive Marketing Enterprise users (this will probably be the IQA name).
13. Copy the value that was saved for the IQA Path in Step 5 and paste it in the Description area.
14. Click Save.