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 include email in columns

    Add email as an available column when viewing a list.
    Some acquired lists don't include name information - so email is the most unique identifier.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow the option to select a specific eStore/page for the LO eCommerce Connector profile

    Different eCommerce stores are handled differently based on the initiative with regards to FMV, so we would like the option to select a specific store like we do for Calendar Events, Donations, TeamRaiser, etc. profiles so we can create a specific profile for some of our more unique stores.

    14 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add duplicate score weighting to the Auto-Pick configuration

    The duplicate score weighting available in MergeOmatic would make a big difference to ImportOmatic when importing data that has few fields

    e.g. When importing names with email address but no address I get too many possible name matches, because I cannot put more weight on the email address. Even if then name matches if the email does not I will create a new record because a name match is not enough to confirm a duplicate.

    3 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. FindOmaitc – Recommendation for Non-Constituent Search Results

    After using FindOmatic, our data entry team identified and unanimously agreed upon an issue with the search engine, specifically when presented with grayed-out non-constituent results. It would be optimal if the non-constituent link brought the user to the existing full constituent record or at the very least indicated the existing full constituent record’s ID in the search results screen.

    The current function of clicking on the non-constituent result and bring the user to a ghost record (with options to promote the ghost record to a full constituent record or not) seems counterintuitive. What the user really needs to know is…

    18 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The latest version of ImportOmatic now includes more information regarding the source of nonconstituent records. You will see the improvement take effect the next time you update.

    Thanks for the great idea!

    -The Omatic Team

  5. List Management - Keep added Columns

    You should be able to save the columns added in an existing list in list management for all users to view. It is very inconvenient that another user accessing a list cannot view the columns you have added.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Keep the duplicate search matching window maximized.

    Ability to keep the duplicate search matching window maximized. On the new version 3.3.0.10 the window minimizes each time a dupe is found. It's sort of a pain having to maximize it each time a dupe is found.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Barbara,

    We’re following up to let you know that the latest version of ImportOmatic now includes keeping the window maximized during imports. You can update to see this and other fixes applied.

    Thanks for the great suggestion!

    -The Omatic Team

  7. Have an option to check the "Automatically soft credit this individual for gifts" box when promoting non-consitutent spouses

    We recently started matching to non-constituent spouse records (records that show up with the pair of rings in IOM) and having these non-constituent spouse records promoted to be full constituents and soft credited for their spouse's gifts. We thought it was great that there was an option to soft credit all existing gifts automatically when the spouse record was promoted, however, we discovered that while all existing gifts are soft credited, the "Automatically soft credit this individual for gifts" checkbox is NOT checked on either of the now linked spouses' records, which means that any future gifts made by one…

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. alphabetize IOM profiles in config and import windows

    When you have a long list of profiles, it can be time consuming to find the one you want when doing an import, because they are not in alphabetic order. You can sort them in the config window by clicking the column header, but they don't stay that way, and you cannot sort them in the dropdown menu when choosing a profile. It would be great to have those 2 areas auto-alphabetized.

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    In the October release of ImportOmatic 3.3, we included the ability to save the sort order of your profiles (and many other cool features for better organization)! Thank you for your feedback on this issue, and we look forward to hearing more great ideas in the future.

  9. organising profiles and dictionaries

    it would be great if Importomatic could have a folder system for profiles and dictionaries. it would also be helpful to be able make profiles (maybe dictionaries too) inactive

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. See if individuals are in more than one list in List Management

    You know what would be great? Being able to see if there is overlap between lists. Maybe some sort of AND query functionality? I know I can export to excel and find matches, but it would be so much easier to be able to see the overlap within List Management with dealing with excel.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Recurring Gift Payments in Batch

    Payments to Recurring Gifts received from one of our online donation forms are processed by the vendor rather than through RE. When we download these Recurring Gift Payments we get the transaction ID of the original Recurring Gift - which is also its Gift ID - and we map this ID to the Gift Field 'Apply to Recurring Gift' to link the Recurring Gift payment to the original Recurring Gift. Our gift processing procedures are to process all donations through batch. We would like to request that the use of 'Apply to Recurring Gift' be expanded so that the gift…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Apply dictionary before validate table entries during the Validation mode

    We use dictionary to correct some unstandardized States/Counties/Countries during the importing, but Omatic give an exception on those record if un-tick 'Add Table Entry value if it does not already exist'; or import the invalid table entry to RE if tick that check box.

    1 vote
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Reviewing potential matching records

    When reviewing potential matching records it would be helpful if the main row of data (import data) locked and remained visible at the top of the list as you scroll through the list of potential matching records.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. import history

    Import History,

    Please add an option in the IOM Plug-in within RE with a searchable, historic report of past imports and to share/print the result with colleagues.

    Thanks,
    Jaysheel Ramjee

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Give some kind of message saying an import is complete and successful

    Once an import is done, the screen just kind of looks the same and has leftovers from other screens on it. It's not clear that you batch is created successfully. I message indicating this would be helpful

    3 votes
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  16. List Management-ability to add non-constituent to list manually

    When the need arises to add one record to List Management list, allow users the ability to manually add the record as non-constituent record directly in the list, instead of having to run build data file and run 1 record thru List Management profile

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We’ve added the ability to add single List Management records by search or manual entry. You’ll need to update to version 3.4.0.0 or higher of ImportOmatic to take advantage of this new feature.

    Thanks for the great suggestion!

    -The Omatic Team

  17. Would like to see ExportOmatic for RE

    It's good that we can import, but there are many time that I would like to export data for use in other systems. I would be great if we could export to a csv or Excel type file

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. have Findomatic search results identify the source of the non-consituent record

    The search results should show whether the non-constituent record is from List Management, RE Relationship record (preferably distinguising spousal vs primary business vs other relationship), RE Participant record.

    18 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We’ve added the ability to see a record’s source when viewing FindOmatic search results. Now that FindOmatic installs with ImportOmatic, you will see this functionality next time you update ImportOmatic. We hope this information is helpful, and thank you for the great feedback!

    The Omatic Team

  19. Enable Spouse matching options (available in IOM) in List Manamgent

    List management does not currently support the spouse matching and promotion functionality of IOM. It would be very helpful for these features to be available in List Management

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We added this capability to IOM/LM version 3.2.1, which was released yesterday (Feb 16, 2016). Details about this feature can be found here: http://omatic-importomatic.helpdocsonline.com/list-management-profiles$Constituents%20-%20Duplicate%20Search

    You can download the update here: http://www.omaticsoftware.com/Forums/tabid/108/aft/1876/Default.aspxhttp://www.omaticsoftware.com/Forums/tabid/108/aft/1876/Default.aspx

  20. Automatically Reciprocate relationships when promoting a non-constituent with Findomatic

    FINDOMATIC: When promoting a non-constituent today, the relationship is one-directional. Relationships should always reciprocate or at least give the user the option to choose to.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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