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. 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.

    21 votes
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  2. 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.

    10 votes
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  3. 8 votes
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  4. 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.

    9 votes
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  5. 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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  6. 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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  7. 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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  8. 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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  9. 1 vote
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  10. Add ability to link existing proposals with existing media

    Similarly to how you already link existing actions to existing proposals it would be very useful to be able to link existing media to existing proposals.

    1 vote
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  11. Add the ability to import the number of guests (GuesNum) within a participant, event record

    For under 18s to our events, we do not record personal details. Instead we attached them as one anonymous children record to the parent record. We record the number of children in the total number of the Guest Number box. If would be helpful if we could import this.

    1 vote
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  12. advocacy issue

    I would love to see Luminate Online Advocacy Issue related to an Advocacy Alert be available in the import profile. Would that field be available through the API?

    3 votes
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  13. 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…

    6 votes
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  14. Allow Non-Constituent importing for Action Contact

    IOM would be a one-stop shop for me if it allowed the importing of Non-Constituent contact records into the Action Contact field. This feature is available in Raiser's Edge Import. (Ironically, this same RE Import doesn't support solicitor importing into Actions...so it's still at least a two-step process.)

    5 votes
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  15. Change Omatic Output encoding from Unicode (UCS-2 LE BOM) to UTF-8.

    Omatic exports output CSV files encoded with Unicode (UCS-2 LE BOM). This is not the standard encoding option, nad prevents us taking a csv file and importing it to another database without opening and saving the document again in the correct encoded format of UTF-8.

    please add the option of encoding the output to UTF-8 or make this the default.

    Thank You

    33 votes
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  16. Allow adding organization relationships that match on relationship and reciprocal

    We want the ability to import a new organization relationship on an individual who has a pre-existing relationship to the organization with the same relationship and reciprocal values. Currently, Import-o-Matic matches to and modifies the pre-existing relationship - which happens even if option "Match organization relationships based on Always add new" is selected. We wish to import very similar relationships that differ only in the From/To date columns when compared to pre-existing relationships. Within options Constituents > Relationships > Organization > Organization Updates, how about adding a checkbox: "Create new relationship regardless of any pre-existing relationships"?

    1 vote
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  17. Make Team Raiser Team ID available in TR Donations import profile

    Currently TeamRaiser Team ID is not an available field in the TR Donation import profile in the Luminate Connector. Can this field be made available? It would be very helpful!

    18 votes
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  18. Allow importing Luminate Constituent Updates based on Last Modified By

    Allow an import profile be created based on Luminate's Last Modified By field. Currently there is not a way to filter which constituent updates to import into Raiser's Edge. When exporting an LO Group Query from RE to LO, it updates the Last Modified Date and Last Modified By field on the constituent record, so then Importomatic will pick up these constituent updates to import into RE while no actual change happened on the constituent record. This can amount to thousands of unnecessary imports.

    1 vote
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  19. Findomatic should be able to search using First middle and last name

    Hi. We can currently search fine just using a first name and last name. But whenever we type out the constituent's full name, including the middle name in the text, Findomatic has trouble and will not bring up the results for the individual. For example John Doe will show up fine. But John Michael Doe has trouble showing up in Findomatic, even if a record already exists for this individual.
    I also wish Findomatic had an enhanced search type function like Regular RE has, where it can give results for related or similar items to the search text.

    3 votes
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  20. Allow Access to RE Tribute Gift Acknowledged Field

    Almost all fields for a tribute gift are available, but we can not access Acknowledge on the tribute itself while importing a gift.

    3 votes
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