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. Import Bi-Weekly Pledge Schedules

    Import-O-Matic currently allows monthly and semi-monthly pledges to be imported. Please add the functionality to allow bi-weekly payments to be imported.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Update an existing Action by matching on the ID/ImportID.

    When doing constituent imports we would like to be able to update an action using the ID or Import ID if we find a match on both the constituent and an existing action.

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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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  4. 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…

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  5. IOM should show what the newest version is when I open IOM in RE. So I know If I need to update it

    Show newest version when I open IOM in RE. So I know if I need to update my IOM

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  6. Stop the import button

    There should be a clearly marked button to stop the import process. Since there's no validation option with import-o-matic, we have to wait until a failed import finishes before we can go back and edit the data. Pressing the X in the Duplicate Search doesn't do anything.

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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. PO BOX

    Could a search be “built in” that does this “*box ####” (using wildcard) when IOM sees any form of “PO BOX”?

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This duplicate search enhancement was added in IOM version 2.0. An address block of “PO Box 888” should now match on any of these variations (and vice versa):
    PO Box 888
    P O Box 888
    P. O. Box 888
    P.O. Box 888
    P.O.Box 888
    Post Box 888
    P.O.B 888
    P.O.B. 888
    POB 888
    Post Office Bin 888
    Post Office Box 888
    Post Box # 888
    PO # 888
    POB # 888

  8. auto-create hon/mem fields in gift batch

    add option to auto-create hon/mem columns in the gift batch setup so the user does not need to do it manually each time.

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow you to add a relationship linked to an Alias in addition to Constituent ID

    We have various ID#s for constituents in our database such as their Employee ID and their Physician Billing ID. We store these in the Alias fields. It would be helpful if when adding an individual relationship through Import-o-Matic you could create the relationship linking to an alias instead of just Constituent ID. This would allow us to create the relationship without needing to convert the alias IDs into Constituent IDs (which is a laborious process)

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  10. add constituent code date fields

    Add constituent code date fields. BTW, the difficulty in implementing this is that because multiple constituent codes can be imported, we would need a way to associate multiple date columns with multiple constit code columns (we've done it before, it's just not as straightforward as a simple column).

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  11. Find-O-Matic search by Cons ID

    It would be really helpful for us if Find-O-Matic could search on Constituent ID and/or SSN.

    We are in the process of implementing the List Management software, and for the purposes of batching, it would be helpful to us if there was one way of searching for an individual by ID - whether they are already a Raiser's Edge constituent, or simply a record in an imported list.

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. automatically create actions for certain records

    based on certain criteria, automatically create an action. For instance, certain gifts require that literature be sent to the donor. Please note: if you are voting for this idea, please give specifics on what sort of field might trigger these actions, and what action fields you might need to have set.

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  13. use email addresses for duplicate criteria

    add option to search email addresses when looking for existing duplicate constituent records.

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  14. default spouse last name from constituent

    Add option to default the last name of the spouse record from the constituent record. Some file formats have a spouse first name field but not a spouse last name field.

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