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. List Management Delete List performance

    Deleting a list in LM takes quite some time. To delete 3 lists, I need 35 minutes. Is there any possibility to increase this performance?
    (ref support ticket 27965)

    3 votes
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  2. 4 votes
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  3. Add the ability to update volunteer timesheets

    We sync Raiser's Edge with VolunteerHub. Timesheets that sync from VH are incomplete and we'd love to use ImportOmatic to fill them in! Currently Omatic only allows adding of new timesheets, but not updating existing ones. Hoping your programmers might add that little importID field!

    3 votes
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  4. Add consent records on relationships

    It's not possible to add consent records to relationships. Where the relationships are full constituents, it ought to be enabled. Without this feature, we have to make two passes and mess about creating unnecessary aliases to make sure the consent records get added to the right constituent.

    3 votes
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  5. After an import, prompt us to import the exceptions

    After we've finished an import, we will often immediately import the exceptions. Perhaps "Skip rows" was checked, and now we want to import the exceptions with it unchecked. Or perhaps we want to import with "Review incoming data" checked.

    It can take quite a lot of clicks to locate the right exceptions file. It would be so much easier if IoM prompted us to import it.

    3 votes
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  6. Addresses for new records - add Date From date = system date

    As new addresses are imported for new records, the Date From should be populated with the system date.

    1 vote
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  7. Allow supervisors to disable "Validation Mode"

    Unfettered use of validation mode can cause judge problems. Because it's designed for testing purposes, in most instances it should only be available to users who have Configuration security rights. Failing that, supervisors should be able to disable this mode for certain users.

    3 votes
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  8. 1 vote
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  9. Create PremiumOmatic

    RENXT doesn't support premiums (gifts tied to a transaction such as a DVD). There is a need for non-profits to have a product that can manage premium data:


    1. Store premium data (premium code, name, fmv, cost, min pledge, etc)

    2. Use stored data to apply to transactions (gift code look up to add details on the transaction; check inventory restrictions)

    3. Use reporting to manage inventory and shipping capabilities (mark a premium as shipped, add ship date, tracking number, etc)

    Can Omatic create a product that can manage all if not most of these needs?

    11 votes
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  10. Link to Omatic Data Service status page from ImportOMatic plugin

    If we run out of ODS hits during an import, the rest of the import goes to exceptions. We need a way to check the number of ODS lookups remaining. Can you add the ODS status page to the IOM plugin?

    1 vote
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  11. Show last updated dates for addresses

    When comparing two records to determine which should be the survivor, it's often very useful to compare when the address of each record was last updated. This is especially true if the records have matched on phone number/email address, and the addresses are quite different.

    Currently, the only way to do this is to open each record, open the address, and check File/Properties. This is very time-consuming. It would be far easier if the pop-up comparison showed the dates the addresses were last created/updated.

    3 votes
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  12. 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.

    43 votes
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  13. Option to Stop the Import at any point

    Hi. I wish there was an option to stop or abort the Importomatic import at any time and on any pop-up window during the import process. Currently I can only press Escape (ESC) button on the duplicate matching pop up window or I can press the X button on the import process window to cancel the import. When any of the other pop up windows are showing during the import process, for example the “Compare Bio Field Value Changes” pop up window, I cannot press ESC or press the X on the Import Process window to close the import.
    I…

    3 votes
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  14. 1 vote
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  15. 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.

    10 votes
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  16. 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.

    27 votes
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  17. Tag a record for follow-up

    During an import, there are records that I want to go back to after the import is completed. Instead of "Send Row to Exceptions", I'd rather have a "Flag Record for Follow-up" button. This could either add an attribute for me to search on, or could add the tagged records to a separate query.

    3 votes
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  18. 14 votes
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  19. 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

    6 votes
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  20. 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!

    6 votes
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