Running the IMS Importer


Once you download the app, install it onto your PC and open the app as an Administrator.

You must open the program and Run as Administrator else you will not be able to log into app.




Importing IMS data


  1. On the Login screen, click the Database Connection button.




  2. Enter your Company ID and ensure the Version is correct.
    Click OK to save details and close the popup.




  3. Login with your Perenso User ID and Password
    NOTE: Only Administrator user types will be able to log into the app to import IMS data.




  4. Set the Import Type to "New Standard Master" if using the new (July 2022+) IQVIA files
  5. The new IQVIA files may be supplied in a ZIP file. Ensure all files are extracted to a folder that contains no other files
  6. Set the folder containing all the extracted IQVIA files in the "Folder" section
  7. Map the import fields accordingly.
    - Select the Import Type. Ensure "New Standard Master" is selected if using the new (July 2022+) IQVIA files (or "New Standard Update" if you only want to add new records)
    - Select the Order Type (typically "IMS" or "Probe" or similar)
    - Select the Distributor Branch (typically this is a Distributor Branch named "IMS" or similar)
    - Choose the Account ID (typically "IMS" or "Probe" or similar)
    - Choose the Product ID (typically "IMS" or "Probe" or similar)

          - Choose Months of Data to import (setting this to 24 is recommended to assist with speed)



8. Configure the import settings
- Create new accounts (defines if a new account will be created if an account exists in the IMS file but cannot be found in Perenso)
- New Account Type (defines the Account Type of the new account that is created if the above option is checked on)
- Account Prefix (defines the prefix of the new account name that is created if the above option is checked on)
- Create New Products (defines if a new product will be created if a product exists in the IMS file but cannot be found in Perenso)



When you have the import settings configured, click Start Import.


Note: An IMS import is typically a database intensive process due to the number of records being inserted into the database. It is recommended these imports be performed out of business hours or early / late in the day.