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. 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.

  2. Search First Name value in both first name AND nickname fields

    There should be a way to match the incoming First Name value against both First Name field and Nickname field. If the first name value matches the nickname, give us the option to not update. Also, in the Bio 1 matching pop-up, give us the option to move the incoming first name value to the constituent's nickname. For example, if the incoming value is "Mike", and the RE record has "Michael", let us click a button or mark a checkbox to move "Mike" into nickname.

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. changes to base file when copying profiles

    would like ability to copy relevant profile settings between profiles but need to change base file formats

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    In the upcoming IOM 3.0 release we added the ability to copy a profile and load the field mapping in the new profile based on a new file while keeping all of the other screens the same as the copied profile. We also added the ability to reset the field mapping in an existing profile based on a new file without changing any other screens.

  4. create a participant record when event is specified

    Add an event ID field and, if populated, create a participant record for that constit. Optionally, link the gift to that participant record.

    12 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

  6. Gift Import ID

    It would be great to see the ability with Gift imports to include a Gift Import ID. That way RE front end import can easily be used to make further updates once the gift is in the system.

    11 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Do not create duplicate aliases

    When adding an alias if an alias already exists with exactly the same alias type and exactly the same alias, do not create a duplicate alias record.

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

    You can use the ‘Constituent Alias – Match or Add’ Record Type to accomplish this:

    Constituent Alias – Match or Add
    The Value Type drop-down is populated with all values from your RE Alias Type table. Select the desired Alias Type value for all the aliases in this field. Existing aliases will be searched for already existing values if you choose this Record Type, and a duplicate alias will not be added if one already exists.

    In addition, this identifies which alias to use in conjunction with the ‘Auto-pick record from search results if a single record exactly matches First and Last or Org name, Alias’ duplicate search setting. This option is especially useful if you have an alias type corresponding to another data system record ID, as it can be used to help find duplicate records and to synchronize records in Raiser’s Edge and other systems.

    Hope that helps!

  8. 11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. add maiden name and nickname to "compare bio field value changes window"

    would help to know if nicknames/maiden names already captured on record

    10 votes
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    completed  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Do not contact option of Phones

    Will you please add the ability to import the "Do Not Contact" flag for phone number and emails to Import-O-Matic?

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow merging of constituents withiin Import-O-Matic

    it would be great if i could merge two duplicate records at the same time that i am trying to import.

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 10 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Import Spouse Constituent and automatically link/share address details from Primary Constituent

    The ability to import the Spouse Constituent record with the Primary Constituent record (via Individual Relationship) and share/link the address across both records.

    This performing the same function as "Copy/Share Address from Constituent" from with the Spouse record after creation.

    9 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add fields to allow import of Financial Information to Prospect Tab

    Please add fields to allow an import to include Financial Information being imported to the Prospect Tab.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Find-O-Matic tabs

    When using Find-O-Matic, view other tabs in non-constituent List Management records to confirm record matching.

    9 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Appeal Import

    I would like to be able to import updates to a Appeal. This Appeal is already in Raiser's Edge. But we want to update the information we have in Raiser's Edge on the Appeal. The other software we are using is called "DialVision or Moonfire". So we already have the Appeal information we want to add a response of "No" or adding the package of "Opened the email".

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. have a message/brief instructions on the Findomatic search pop-up explaining how to close the window.

    As a new Findomatic user, trying things pre-training I found that I couldn't close the Findomatic window. In training, I was given the information of using the Escape button. To not discourage new users, some brief instructions or an X/Close box would be helpful.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. alphabetize the dictionary drop down when applying dictionaries

    please alphabetize the list of available dictionaries in the drop down when applying dictionaries within a profile

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

    Hi,

    We’ve alphabetized the dictionary drop-down menu, among other improvements to the field map. 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

  20. Track Profile Creation/Change Information and Usage Statistics

    We have quite a few profiles some of which are obsolete and some we don't know when they were last used. It would be nice if IOM recorded the following about each profile; date profile added, profile added by; date profile last changed; profile last changed by; date profile was last run; profile was last run by and a counter of how many times a profile has been run. These might also be if/when you decide to implement security on profiles following the model in RE which has check boxes indicating whether others can modify a profile.

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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