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 adding organization relationships that match on relationship and reciprocal

    We want the ability to import a new organization relationship on an individual who has a pre-existing relationship to the organization with the same relationship and reciprocal values. Currently, Import-o-Matic matches to and modifies the pre-existing relationship - which happens even if option "Match organization relationships based on Always add new" is selected. We wish to import very similar relationships that differ only in the From/To date columns when compared to pre-existing relationships. Within options Constituents > Relationships > Organization > Organization Updates, how about adding a checkbox: "Create new relationship regardless of any pre-existing relationships"?

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  2. View Profile Description during Import

    In Import we see the ID of the Import profile and the File to import: Could we also see the Description of the Import profile as this has more information than just the ID.

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  3. Is there a way to enter Corporation individual relationships into the event so we don't have to individually type each person in as a guest

    I am wondering if there is a way to enter corporation individual relationships into eventomatic, we are not inviting the corporation we are essentially inviting the individuals that work for the company. Other wise I have to individually type each person in as a guest, when they are already in RE.

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  4. Import combined gifts from one line into sepearate gifts in batch.

    It would be ideal that if recieving data that combines multiple gifts in one line on a CSV, IOM would have the ability to split this one large gift into several smaller ones with their own funds, campaigns and appeals.

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  5. Ability to easily change appeal/package coding in List Management if you chose the wrong one.

    Thank you for contacting Omatic Software Support!

    If these are full records, you may be able to use global change to complete a mass change of all of the records.
    If these are list records it will be a manual one by one process to correct them.

    This is a great suggestion that could be made there for why including the ability to mass edit list records should be incorporated. Our development team relies on these suggestions and ideas for product improvement from our users. I encourage you to add your ideas there, it is greatly appreciated!

    Best,

    Alisa Singletearry,…

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  6. 1 vote
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  7. Link to Omatic Data Service status page from ImportOMatic plugin

    If we run out of ODS hits during an import, the rest of the import goes to exceptions. We need a way to check the number of ODS lookups remaining. Can you add the ODS status page to the IOM plugin?

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