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Can I import my client's entities from CIM into Blueprint?

Overview of importing client entities from CIM into Blueprint to populate the diagram.

Yes. ChangeGPS Blueprint integrates with the Client Import Manager (CIM) to allow you to import entity names and types directly onto the canvas. Select the CIM Import button in the left toolbar, search for the client group, and select the entities you want to add. The entity names and types (Individual, Company, Trust, etc.) are imported from the CIM record, pre-filling the canvas without manual data entry. This is particularly useful for clients with many entities, where typing each name individually would be time-consuming. Note that entity relationships (the connecting lines between nodes) are not imported from CIM — you will need to draw those manually on the canvas after importing the entities.


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