The MiMS integration with Make It Personal will create a file that can be imported into Make It Personal, which will import relevant case data to avoid the need for double entry of data.
The Make It Personal export feature is located under the Integrations Menu.
The cases that display in this window are based on the date range boxes at the top. These dates display based on the Date of Death for the decedent.
Once the person you wish to send to Make It Personal is on the screen click the “Export” button.
A “Save As” window display for you to choose where to save the file that MiMS is about to create and the name of the name file.
Once you have chosen the name and location you want to save the file click “Save”. At this point you now need to go into Make It Personal and import the data.
**Make sure the place you save the export file to you are easily able to locate so importing the data into Make It Personal is easier.