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. Category or Folder system for profiles

    In Configuration we see ID, Description and Base File: Base File is of a one-off use so this coulmn's data could be hidden away somewhere else. Of more importance would be to add a Category or Folder system so that similar Profiles could be grouped together. Could the ID and Description be longer text fields?

    28 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    In versions 3.3 and higher, you have the ability to add tags to categorize profiles, hide inactive ones, and create a custom sort order for your profiles. Download the latest update today to take advantage of these new features!

  2. Create multiple gift batches based on # gifts or payment type

    When importing gifts from some systems, there may be more gifts in the system than you want in a single batch to be able to go through. I'd like to see potentially two options for batch separation

    1) Limit batches to N records. So, for example, if there are 200 gifts and you want it limited to 50/batch, it will create four batches, with just an interation number on the batch (ex. Batch 12345-1, 12345-2...)

    2) Separate batches based on a single dimension. For example, often finance departments want to separate out credit card types for reconciliation. So, being able…

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. freeze search criteria

    Freeze the first row (your search criteria) of the Duplicate Search Matching Results dialogue so that scolling through longer lists does not hide your criteria and force you to scroll all the way to the top to recheck criteria before making a selection with buttons below.

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Update existing relationships using Import ID

    We would like to have the ability to update existing Individual and Organization relationships using IOM. 'Relationship Import ID' is not one of the available fields listed under those record types.

    26 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Option to ignore +4 on Zip Code for address processing

    Currently, IOM sees 29403 and 29403-1234 as different zip codes. This will cause the address processing screen to pop up even if the address is otherwise an exact match.

    It should be optional to ignore the +4. There should also be a sub-option to NOT update the zip code from the file. You would use this sub-option if RE had +4's and the incoming file did not.

    25 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. add more fields for the volunteer tab

    Specifically Volunteer Types on the main volunteer tab, as well as volunteer status, start date, and end date.

    25 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow maximizing and/or resizing ImportOMatic Configuration Window

    The ImportOMatic Configuration window size is very limiting. One can't see the complete contents of any of the 3 columns. Please allow the ImportOMatic Confirguration Window to be maximized and resized like any standard window.

    23 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Import Address Attribute

    We would like Import-O-Matic to be able import Address Attributes. We use this to track data from Harris Connect files we receive

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We’re happy to announce we’ve added the ability to import solicitor goals via ImportOmatic! You will gain access to this feature when your ImportOmatic is updated to version 3.5.0.0 or higher.

    Thanks for your feedback!

    The Omatic Team

  10. import Gift Adjustments

    Entering multiple gift adjustments is tedious. It would be great to be able to import these instead. I provide the gift import ID, IOM creates the adjustment based on my import file.

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. An option to update existing profiles

    If you need to add a new field in an existing data source, currently you have to create a new profile to be able to include the new data.

    You should be able to edit the profile template to add the additional field and map it to your Raiser's Edge.

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  13. Ignore addresses that meet or exceed the similarity score

    In the profile you can choose to Update addresses that meet or exceed the Similarity Score and have same city, state, ZIP with new address data. This can be a problem, for example the donor makes a donation online or at one of our branches, when I go to import that info sometimes it's incomplete or formatted incorrectly and the version I have in RE has been verified by Address Accelerator. So I want to keep the address I already have, I don't want the bad formatted address to be imported and I don't want to have to click 'Ignore'…

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  15. Allow maximizing and/or resizing ImportOMatic Import Profile Window

    The ImportOMatic Import Profile window size is limiting. Please allow the ImportOMatic Import Profile Window to be maximized and resized like any standard window.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Import Constituent Code as Primary

    Add the option to import a new constituent code into the Primary slot.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Update existing records with Default Set data, optionally

    Importing information that pertains to all records in the data file sometimes means that it has to be duplicated. This can cause extra work on the incoming data files if an Attribute has to be imported for each record. Moving this to a Default Set is a great way to not only apply this one action to many imports (thus reducing overhead and time spent), but also draw upon the Attribute tables that are already in RE and accessible through the Default Set menu.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. List Management- Two options for adding new constituent: New Full constituent or New List Management constituent

    It would be great if List Management would give the option at the time of a potential match to either add as a full constituent to the database or add as a new List management record (i.e. a spouse match). It is currently a multiple step process to link the spouses back to each other.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add option to copy preferred address to alternate and then update preferred

    This would be a different option than importing a new preferred address and changing the old preferred to alternate. By copying the old preferred to alternate first and then updating the old preferred, the sharing would stay intact.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

ImportOmatic

Feedback and Knowledge Base