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. Recommend using a UNC (rather than drive letter) for Exception Files Folder

    (especially if referencing a drive mapping)

    to prevent an error when using scheduler because the drive (mapping) is not present when not logged on.

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  2. Change the mapping of phone/email attribute

    Raiser's Edge has moved phones/emails from address to their own record. However, Importomatic is still mapping the attribute to address attribute instead of constituent attribute. This should be changed so that the data is consistent.

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  3. Make "Change Data Source" into a button

    To make this option more visible, instead of just a link (highlighted in blue), change the link into a button same as the "Save" button at the bottom of the profile screen window.

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  4. Allow users to import constituents into a constituent batch

    It would be really useful to be able to import new constituents into a constituent batch in RE and to be able to add or update constituent information for existing constituents in a batch as well.

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  5. 1 vote
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  6. In Merge o Matic, there should be a way to "bulk" mark records as Not A Duplicate

    While reviewing records in Merge of Matic, you should be also able to "Bulk" mark records as Not A Duplicate.

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  7. Prenote Mail Merge PRIMARY CONTACT ADDRESS wrong

    From a users perspective, the PRIMARY CONTACT ADDRESS should be talking about the organization's address, however you have this pulling in the EFT bank address. Why is it called the Primary Contact Address then and not the Bank Address. Incidentally, we have no use for the bank address and cannot address our prenote template with anything other than the organization name because you don't offer the contact address as a mail merge option. Because we deal with many chapters and affiliates or a larger organization, it is vital for us to specify the organization's address (e.g. American Red Cross). My…

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  8. 1 vote
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  9. Update/replace existing notepad types

    I am currently in need of changing a subset of notepad types on thousands of records and the global change function in RE will not work as I need to change a subset of all the notepad types, not all of them. It would be great if there was a way that IOM could map to specific notepads in order to make edits to them.

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  10. 1 vote
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  11. Promotion of non-constituents should be optional when using gift FindOmatic with Gift Barcode in batch entry.

    When FindOmatic is configured to be used with gift barcode in gift batch entry, non-constituents are automatically promoted to full constituents, even when the option to never promote relationships is selected. This is especially problematic when the only match is a non-constituent and is then immediately inserted into the batch and promoted without any warning.

    I understand that this is an intentional part of the design, but I believe the user should be able to control this feature. This issue has resulted in numerous records being created that should not exist.

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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Luminate Connector / Group Sync - ability to see which records were added & removed

    It would be helpful to have a log of processing when importing or exporting. In particular, the message received after an Export using the Luminate Group Sync Connector usually doesn't make sense as far as number of constituents added or removed. A log file of processing would allow me to see exactly who was added or removed. There are also times during an Import where it's not clear on what data is being updated (again using a Luminate Connector).

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  13. Add the ability to import the number of guests (GuesNum) within a participant, event record

    For under 18s to our events, we do not record personal details. Instead we attached them as one anonymous children record to the parent record. We record the number of children in the total number of the Guest Number box. If would be helpful if we could import this.

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  14. Auto-populate dictionary export filename based on dictionary name

    When exporting a dictionary, the filename should be automatically populated with the dictionary name.

    For bonus points: if an import option is ever added, the dictionary name should auto populate from the filename.

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  15. Add Accounting Code to LO Sustainer Gifts profile

    Allow this field to imported through the profile.

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  16. 1 vote
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  17. allow for randomization in segment omatic

    allow for randomization in segment omatic a common feature in any appeal

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  18. expose granular errors Levels to drive branches in batch script when scheduling unattended

    On error level X DO Y

    in the absence of functional error handling in the GUI it would at least be possible to email someone when an error of type X occurs.

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  19. When importing gift batch, warn of outstanding pledge balance or recurring gifts

    Gifts that are meant to be a pledge payment or recurring gifts are in batches to be imported to RE. It would help if these gifts, would be kicked into an exception file so that they may be recorded as such. In RE/Config/Business Rules/Batch Options/When adding a gift to a batch, warn if constituent has Outstanding Pledge balance or Outstanding recurring gifts.

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  20. When merging two records via Merge Review that more informative error messages get shown

    At the moment the error messages are pretty generic when a merge fails.

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