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. Allow data to be removed from records

    IOM should expand the practice of allowing a minus to cause data to be removed from a field. This should be made available on any and all fields with the possible exception of ones that might cause a problem, like constituent ID. This suggestion covers the desire to remove phone numbers and dates from addresses and incorrect data from middle names, etc. Sometimes we know the data is wrong but don't know the correct information. It's difficult to remove bad data from records.

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

    Hi everyone,

    We’re happy to announce that versions 3.4.1.0 and higher of ImportOmatic will include the ability to remove data from fields, as you requested in this UserVoice post!

    Please review the “Remove Data” settings in our user guide to learn more about this new feature.

    Thanks!

    The Omatic Team

  2. Ability to move profiles in the list

    Having the ability to move profiles within the list of profiles would be nice. I would like to move more commonly used profiles together so it's easier to find them.

    162 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Customise constituent match screen

    It would be very handy to be able to choose which fields appear in the constituent match screen. This would enable us to turn off fields we don't currently match on like birth date.

    122 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Enhance IOM Configuration and Profile Security

    IOM security is very inadequate. Unless we restrict users of IOM Ciguration to supervisors, there is no security on profiles and no effective security on running imports. If a user is logged on to a workstation with IOM installed they can run any profile. Running a profile is very different from updating individual records. Running a profile is more like running Import or Global Change in RE and should have at least that level of security. We should be able to restrict users to a specific list of profiles they are allowed to run. As it is they see the…

    91 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We’ve added Security functionality in ImportOmatic. You can now grant/deny access to all of the areas of ImportOmatic for RE user groups or individual users. 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

  5. Have the ability to append to existing Gift Batches. Instead of creating a new batch everytime, it would be ni

    Have the ability to append to an existing gift batch instead of creating a new batch everytime. It would especially helpful when you run into exceptions to be able to just fix and import the exceptions file into the same batch.

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

    Hi everyone,

    We’re happy to announce that versions 3.4.1.0 and higher of ImportOmatic will include the ability to add additional gifts to existing gift batches, as you requested in this UserVoice post!

    Please review the “Gift Batch” settings in our user guide to learn more about this new feature.

    Thanks!

    The Omatic Team

  6. When using the Bio side by side comparison, make it so you can put it at a certain place on you screen and it will stay there.

    If it would stay where you put it, you could just keep clicking instead of moving your mouse all over the screen.

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

    We’re happy to announce that this has been fixed! In ImportOmatic version 3.4.0.0 or higher, your Bio Comparison screen will now stay put, no matter where you place it on the screen, or how you resize it. If you’re hosted by Blackbaud, you will see this update soon. If you’re not hosted by Blackbaud, you can download the latest update by logging in to your omaticsoftware.com account today!

    Thanks for the great feedback, and we look forward to hearing more suggestions and requests in the future!

    -The Omatic Team

  7. Ability to hide profiles that are not in use now, but maybe later will be.

    In configuration, it would be nice to be able to hide profiles that are not in use now but maybe later will be. Maybe have a active vs.inactive button.

    79 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. be able to add spouses within the match screen

    When the match screen matches on spouses, it would be ideal to be able to add them as a constituent on this screen.

    Effectively, it would show the spouse, you would add them as a constituent (which would bring up the Constituent Code screen as the normal RE process does), and then the match screen would refresh with the spouse name.

    61 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow multiple participant registrations to the same event ID for the same constituent record

    We are using ImportOmatic to import all of our events data and we have come up against a challenge when it comes to importing in runners who effectively should be registered more than once to the same event.

    In Raiser’s Edge, there is an option to ‘Allow multiple registration’, effectively, meaning that a constituent record will be registered to an event called ‘Other Runs’ and they may well be taking part in events within ‘Other runs’ more than once.

    When importing these records into Raiser’s Edge, ImportOmatic is defaulting to matching at that existing participant record.

    So, we were hoping…

    57 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to save profile without having it close.

    Self-explanatory.
    Maybe add a "close" button and keep profile open when "save" is clicked.

    54 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 46 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Import Gift Amendments for Recurring Gifts

    We would like to update existing gifts with attention to Recurring Gifts. Our Recurring Gifts are often upgraded through Telemarketing and we need to update the Donation Amount, Appeal, Package, and Date through a Gift Amendment and often change Payment information on the Gift.

    45 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. soft credit different amounts to multiple soft credit recipients

    We need to be able to soft credit different amounts to multiple soft credit recipients, rather than the current way IOM works which is to soft crediting the entire gift amount to each soft credit recipient.

    We use this for giant payroll deduction checks for places such as the United Way and sometimes have upwards of 200 donors that represent a portion of that check. This would GREATLY reduce manual entry, since we can download the donor and donation data right from United Way website. It does not have our constituent ID, though, so to import and match to existing…

    42 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Export profile field mapping as csv/xls template

    It would be helpful to export a template of required fields for existing profiles. I am often asked to provide a template to staff for data collection based on different projects. Being able to export a template would make it much easier to match up with existing profiles as they are updated/improved over time.

    39 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This feature request is implemented in ImportOmatic version 2.7, which is scheduled for release today, 10/3/14! Thank you for sharing your feedback with us, please continue to help us grow ImportOmatic in the right direction by sharing your thoughts and ideas with us!

  15. Select query category for output queries

    When posting to query, it would be very nice to be able to select which query category the file goes to instead of just to "general". This would make it much easier to find the appropriate query and not have to move them.
    Thanks!

    39 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This feature request is implemented in ImportOmatic version 2.7, which is scheduled for release today, 10/3/14! Thank you for sharing your feedback with us, please continue to help us grow ImportOmatic in the right direction by sharing your thoughts and ideas with us!

  16. Restricting access to configuration

    Want to give access to Configuration to a select few users but don't want to have to give full System Administration rights to RE to them as well.

    30 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Constituent Attribute "Description" field not available - Import-O-Matic Configuration Profiles

    Please have the import evaluate all fields in an attribute, update exisiting if attribute category and description are the same and add a new attribute if any field is different and ignore if all fields are the same

    29 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add option to alert user during gift import if constituent is deceased

    I would like to add another suggestion to my wish list on importing gift into a batch:

    -a warning if consID used belongs to a deceased constituent. A pop up message saying "This constituent is deceased. Are you sure you would like to add a gift to this contituent's record?" If yes, gift will be credited to the record anyway. If not, then... an option to skip the gift record or to credit the gift to the spouse or another constituent record.

    29 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Address update window has new address info lined up with existing address info

    Have the new address info line up above the existing address info. Just like the new constituent information (from import) is lined up with the existing cons information (from RE) in the constituent matching screening

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

    Hi,

    We’ve added the ability to view incoming addresses both side-by-side and in-line (just like when reviewing duplicate constituents). 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. No valid address

    It would be great if IOM could uncheck the "No Valid Address" checkbox when a new address is added.

    28 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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