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!
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Import Relationship Phone
Add the ability to import relationship phone fields.
1 voteThis has been implemented in our 1.9 version, scheduled to be in full release in March. If you’d like to help us beta test (and you have a test environment) just let us know. See a preview of some top features from the new release here: http://is.gd/IYbDdf
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Add a threshold that will update an address without creating a previous address
If I get a new address I would like to create an previous address if the difference between the old and the new address is significant, but I would like to always update the address. This might be accomplished by providing two different thresholds; one that only results in an update to the existing address and another that creates a copy of the previous address in addition to performing an update.
1 voteVersion 3.3 made many improvements to address handling, including this one.
You can download the latest version of ImportOmatic here: http://www.omaticsoftware.com/Forums/tabid/108/aff/12/Default.aspx
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Copy profiles between databases
We have both a Production and Test database. All of our imports are developed and tested in the Test database before being recreated in Production. Right now this is a very manual process. It would be great if there were a way to copy profiles and dictionaries (or export/import) from one database to another.
1 voteHi Martin, You can already export and import profiles, though the import option is intentionally a little more difficult to find (we don’t want just anybody using that feature as they need to understand that one database may not have the same attributes (for instance) as another database). To export a profile, right-click on it in the list. To import, hold down the ctrl-key and right click on any profile in the list (it does not matter which profile, it will import a new one).
IOM doesn’t export dictionaries, but you can import them from excel (via your clipboard), so I would recommend maintaining your dictionary entries in an Excel doc, then just importing the final version when you’re ready to go to production.
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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 voteYou can share your customized list view with other users by creating a column template: http://omatic-importomatic.helpdocsonline.com/list-columns
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Have separate options for Proper Casing Name and Address data
Have the ability to independently select to proper case name and address data separately. Sometimes it is only the name field with casing issues. Would like to have separate checkboxes for name and address fields.
1 voteThis was just released in Import-O-Matic version 2.0.
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Commit Completion Message
When an import file is committed, there should be some sort of completion message that appears.
1 voteVersion 3.3 ensures this confirmation message now always pops up during your imports, regardless of your settings.
You can download the latest version of ImportOmatic here: http://www.omaticsoftware.com/Forums/tabid/108/aff/12/Default.aspx
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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 -
Allow proper-casing on a field-by-field basis
Would like to proper-case different fields separately
1 voteThis was just released in Import-O-Matic version 2.0.
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use military time on timestamps
Can you consider using military time on timestamps. when you sort the queries and exception files by name the afternoon ones come after the morning ones when you use normal time.
1 voteThis was just released in Import-O-Matic version 2.0.
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1 vote
This was just released in Import-O-Matic version 2.0.
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Primary Bank Information option
Please include the check box to import bank relationships as "Primary Bank Information".
1 voteThis is included under the mapping of “Gift Field —> Bank: Primary Bank Information”. Does that work or do you need it separately on the the financial rel itself?
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Individual Relationship Position
Add 2 fields to Individual Relationship fields in Import-O-Matic:
~ Position (for Contact Records)
~ Print Position (check box)1 voteThis has been implemented in our latest version.
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Import Individual Relationship Title 2
We would like to add the ability to import the Title 2 field for Individual Relationships.
1 voteThis feature was added in version 1.9.1.123 (16AUG2011). Thanks for making this suggestion!
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Gift Ref no./date field option to control the value "DONATION " being inserted by Cons ID
At the moment IOM inserts into the gift Ref no./date field the value "DONATION and then the cons id" I really need to remove the word DONATION and just have the Cons ID. Its causing issues with our regular gift banking procedures.
1 voteThis was just released in Import-O-Matic version 2.0. This is an option on the Gifts tab in the profile.
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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 Ramjee1 voteHi Jaysheel,
We added this feature in version 3.2.0.0, which was released in December of 2015. If you update to the latest version of IOM, it will include this functionality on all future imports, even on your existing profiles.
To learn more about viewing and exporting the import history of a profile, click here:
http://omatic-importomatic.helpdocsonline.com/import-history.Hope this is helpful!
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1 vote
This was just released in Import-O-Matic version 2.0. Use the “virtual fields” tab to copy a field and map it to another destination.
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Allow group select option in virtual fields
If all the options available in field mapping were also available in virtual fields, especially the ability to multi select and choose a record type, that would rock!
1 voteAdded in v2.4.0
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Blank attribute description an exception
Create an exception when an attribute description is not valid (currently creates the attribute but description is blank)
1 voteThis update was added to our ImportOmatic version 2.3 release. Thank you for your feedback on ImportOmatic!
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Ability to import Address Lines 4-5
Please add the ability to import Address Lines 4-5.
1 voteThis function was added in 1.9.1.123 (16AUG2011). Thank you very much for making this suggestion.
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remind user to create a backup in RE before running IOM
BB has that annoying red lettered reminder to always create a backup before doing any global processes. As annoying as it is - it did make me decide to either igore it or stop and do my backup.
I did my first import yesterday afternoon and made a mistake and had no backup. It is correctable but the backup would have been the better process.
1 vote
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