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. 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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  2. 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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  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. 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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  5. 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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  6. 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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  7. 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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  8. 1 vote
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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 11 votes
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  17. 1 vote
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  18. 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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  19. 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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  20. 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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