ImportOmatic should...

IOM should have the ability to import data to records defined with a query, instead of using the whole database.

For example: I want to have the ability to add employment data, but ONLY to constituent records that have NO employment data. I would be able to use a query of records that met certain criteria for import, rather than update the full database.

6 votes
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
Cheryl Hanninen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

IOM can use a VIP query to identify which records should be highlighted during an import. You can set your general profile settings to not use autopick, then indicate in VIP settings that you would like to flag your records within a specific query. This will allow you to easily see which records meet criteria, and you can send the rest to an exception file so they aren’t updated. To learn more about VIP settings, review this page in our user guide: http://omatic-importomatic.helpdocsonline.com/vip-options

0 comments

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...

Feedback and Knowledge Base