ImportOmatic

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  1. Import Relationship Phone

    Add the ability to import relationship phone fields.

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  2. 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.

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  3. 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.

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    Hi 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.

  4. 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.

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  5. 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.

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  6. Commit Completion Message

    When an import file is committed, there should be some sort of completion message that appears.

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  7. 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.

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  8. Allow proper-casing on a field-by-field basis

    Would like to proper-case different fields separately

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  9. 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.

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  10. 1 vote
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  11. Primary Bank Information option

    Please include the check box to import bank relationships as "Primary Bank Information".

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  12. Individual Relationship Position

    Add 2 fields to Individual Relationship fields in Import-O-Matic:

    ~ Position (for Contact Records)
    ~ Print Position (check box)

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  13. Import Individual Relationship Title 2

    We would like to add the ability to import the Title 2 field for Individual Relationships.

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  14. 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.

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  15. 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 Ramjee

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  16. 1 vote
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  17. 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!

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  18. Blank attribute description an exception

    Create an exception when an attribute description is not valid (currently creates the attribute but description is blank)

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  19. Ability to import Address Lines 4-5

    Please add the ability to import Address Lines 4-5.

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  20. 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.

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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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