ImportOmatic

Welcome to our official ImportOmatic feedback forum. Do you have an idea? Do you recognize a good idea when you see one? We want to hear from you!

  1. account notes

    Add possibility to import Account Notes to the bank/financial relationships. Currently this information is available in TRE, but IOM is not able to import this information.

    37 votes
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  2. Have a search function within all aspects of IOM (Dictionaries, inside Profiles, among all profiles, etc.)

    As the number of import profiles and dictionaries has grown, it would be great to be able to search which profiles contain certain fields mapped or which dictionaries are used in which profiles. Also, within a specific import profile, it would be great to search for a specific mapped field to know if you've already mapped to a specific field and find where it has been applied quicker and easier. This would help manage our dictionaries and profiles better as our RE coding change and we need to update all relevant profiles, etc.

    24 votes
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  3. Have an API Connector for OneCause

    We would love to see a cloud based connector for OneCause. This would facilitate us getting our event gifts in quickly and easily. We've moved some of our events there from Luminate, and would love to know if this will ever be in the works.

    6 votes
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  4. 11 votes
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  5. To have additional matching educational relationships when importing degreed records

    We have a scenario where a constituent received two BS or two MS degrees from the same School/College Name on the same Graduation Date but for two different majors. We want these degrees to be imported into Raiser's Edge as two individual degreed records. With the current available options, we could only base on the option of matching "School Name, Degree and Graduation Date". However, with this option, ImportOmatic creates only one single degreed record with two different majors in Raiser's Edge. It will be very helpful if Omatic can add another option for matching "School Name, Degree, Graduation Date,…

    1 vote
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  6. IOM.exe should return non-zero for all failures

    Currently, IOM.exe will return 0 on some types of errors. For example, if you specify a non-existing profile it will print an exception message and return 0.

    If IOM.exe fails on an import for any reason, it should return a non-zero exit status. This would allow any scripts/programs calling it to know that something failed and react accordingly. It is also a standard convention for a return code of zero to mean "success".

    3 votes
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  7. benefit note

    Add an import field for Benefits Notes. We use this field for text to include on tax receipts explaining the benefits received. This is especially useful since the total benefits given cannot be greater than the gift amount, which is complicated for auction purchases.

    12 votes
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  8. Is there a way to enter Corporation individual relationships into the event so we don't have to individually type each person in as a guest

    I am wondering if there is a way to enter corporation individual relationships into eventomatic, we are not inviting the corporation we are essentially inviting the individuals that work for the company. Other wise I have to individually type each person in as a guest, when they are already in RE.

    1 vote
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  9. Right-click on Dictionary from within profile to edit dictionary

    When creating a profile and adding a dictionary, it would be good to be able to right-click on a dictionary and be able to Edit / View the contents without having to exit the profile and go to Dictionaries. This would would be much more efficient

    3 votes
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  10. Notes about the profile

    The description gives a brief description. We could do with a notes field to record more bespoke information about the profile. This could include changes need to import file before running import or any detailed information about the profile. We currently do this outside of ImportOmatic

    3 votes
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  11. Add the ability to import multiple Gifts with 1 profile

    We have a .CSV file which splits Gifts out Merchandise Sales from Donations in different columns. It would be great if we could use the #number to add more than one gift on a single import. Then we could then assign a different Fund and an Appeal to each gift. At the moment we manually do this by creating separate spreadsheets and the use more than one profile, even though it arrives in one spreadsheet. Painful!

    3 votes
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  12. Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"

    When IOM throws an exception, it is a pain to go back and edit a file then run a re-import process for something small like a mis-typed zip code. More critically, the new error that ignores an import line if there are over 100 matches is particularly frustrating because it forces the user to use less complex matching options (bad when importing/matching lots of records), or have to spend lots of time after the import manually making entries for records that have too many false matches. It would be better to allow the user the option to manually search for…

    21 votes
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  13. 1 vote
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  14. Allow duplicate Organisational Relationships without them being non-constituent

    Raiser's Edge allows manual addition of relationships between the same constituents, with the same relationship and reciprocal types; this is useful for when people move within the same organisation as employees but have different positions. However, Importomatic does not allow this, either letting you import with a non-constituent as the link, or overwriting what it assumes is duplications.

    https://iom.uservoice.com/forums/18118-importomatic/suggestions/4960907-duplicate-search-matching-results-add-add-as-new suggested a similar solution - I recently had to import historical data for student association memberships linking alumni to the organisation (so you can view the relationship from either side) with each cohort being recorded separately as the council is dissolved…

    3 votes
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  15. Updates to functionality for Mac users

    Unable to remove dictionary options or use Find O'Matic in connection with List Management using an Apple computer.

    1 vote
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  16. Possibility in a profile not to overwrite addresses if they have a certain source - such as AddressFinder

    We have a large amount of education data and we don't want to overwrite our addresses if the source is AddressFinder (or any specific source) with an older address from their student application. Currently this is unavailable as a standard function in IOM and has to be done through a customization at a cost.

    3 votes
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  17. Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria

    An added option to create an exception if a constituent record exists in the VIP query would be incredibly useful - especially when trying to avoid processing certain constituents (ex. Board Members) based on information that is in RE, but not in the incoming import data.

    3 votes
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  18. Ability to Update Consent Fields

    We would love to be able to update the fields in the consent section of RE via import. Attributes are a workaround but we would like to update consent when that becomes an option.

    7 votes
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  19. Be able to view full name of Gift Default in order to select correct default set

    We are not able to view the full name of the gift default when making a selection from the dropdown. Even after we make a selection, I have no way of scrolling to the right of that field to view the additional text. Could this be an enhancement in a future update to IOM to be able to view the full text in those dropdowns? This may apply to other fields as well, but I can only speak to gift defaults for sure.

    15 votes
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  20. 1 vote
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