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. Match financial institutions more intelligently

    Today Sharifa and I spent hours battling against some fairly opaque error messages. In the end it turned out that adding a "branch name" for both the gift and the relationship was enough to push it through, but this has meant that our financial institution table is now polluted by some branch names that are just "branch" - clearly not ideal.

    I think this must be because our financial institution table was already quite messy. When I look at the records that caused exceptions, it appears that they were all trying to use banks which either had a branch name…

    34 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Calculate Gift Benefits

    Calculate the 'Total Benefit/Value' on the Gift Benefits Button based on the imported values of 'Count' and 'Unit Cost' so that the correct receipt amount will then be calculated on the gift record. Currently the 'Total Benefit/Value' field is left with a value of $0.00 and therefore the receipt amount reflects the full gift amount (see attached screenshots).

    33 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Change Omatic Output encoding from Unicode (UCS-2 LE BOM) to UTF-8.

    Omatic exports output CSV files encoded with Unicode (UCS-2 LE BOM). This is not the standard encoding option, nad prevents us taking a csv file and importing it to another database without opening and saving the document again in the correct encoded format of UTF-8.

    please add the option of encoding the output to UTF-8 or make this the default.

    Thank You

    33 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Remove assigned appeals in mass in List Management

    when you add an appeal in error, there is currently no way to remove this appeal except one by one. if the list is large, it will take hours to remove it.

    30 votes
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  5. Allow updating/changing the phone type

    Currently it is not possible to change the phone type (for example from phone1 to phone2 or from email to bademail). We would like to be able to specify in the import file when the type should be changed/what it should be changed to. This is needed when you have many data sources providing phone numbers or email addresses and you need to accomodate the BB rule of not duplicating phone types.

    30 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Pledge and Recurring Gift Warnings

    When adding a gift to a batch manually RE can warn you if there is an outstanding pledge or recurring gift payment and allows you to link the gift directly. It would be nice to have this functionality with an import as well.

    29 votes
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  7. Have an option for the address similarity score to match only against the preferred address.

    Since we save our addresses (even after NCOA) there are often a lot of same or similar addresses. Currently the advanced address processing window pops up for each transaction and we click ignore. It would be great if we could choose to base the address only on the preferred address and skip this process.

    30 votes
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  8. 29 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. List Management- Globally add, change, delete and import

    List Management is a database, which requires regular maintenance like Raiser's Edge. The ability to update existing data on a List Management only record needs to be enhanced to allow imports- allowing the user to pinpoint the type of clean-up using Import ids for things like Note Import ID (Action, Constituent or Gift), Attribute Import ID, Phone Import ID, and Constituent Assigned Appeal Import ID. There should also be the ability to perform global change and global deletion of coding, as coding and code table change/clean-up within systems will occur and/or a user may import the wrong data and reinstating…

    28 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. List Management- Ability to merge list member records without promoting to full constituents

    It would be helpful if there was the ability to merge list member only records with other list member only records without promoting to full constituents within List Management.

    28 votes
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  11. Have a search function within all aspects of IOM (Dictionaries, inside Profiles, among all profiles, etc.)

    As the number of import profiles and dictionaries has grown, it would be great to be able to search which profiles contain certain fields mapped or which dictionaries are used in which profiles. Also, within a specific import profile, it would be great to search for a specific mapped field to know if you've already mapped to a specific field and find where it has been applied quicker and easier. This would help manage our dictionaries and profiles better as our RE coding change and we need to update all relevant profiles, etc.

    24 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Use entire address for similarity score scoring

    Similarity score only checks the address lines, so even if I have a 100 score, but the city, state, or ZIP are different, I still have to process the address. This slows down the import process too much. Please give us the option to check the entire address.

    24 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow users to restrict profile editing

    It would be nice to have the option of making your profile unable to be edited by other users. Similar to queries where you can choose if others are able to face changes.

    24 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow import of multiple addresses in one pass

    I think it would be great if I could import multiple addresses in one pass (Home, postal, business, overseas home etc). It could possibily use a function similar to the "relationship" function where they could be grouped - like when adding multiple education.
    Thanks!

    24 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 24 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Update existing phone/email number to the one on the import and to move the existing matching phone type to a different number

    When updating phone numbers and emails, it would be great to have another option to update the existing phone type with the new number/email and to move that old number/email to the next available phone type with a different number (basically doing the inverse of what is offered currently).

    23 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 23 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Receipt Stack as an import field for AU and NZ stamped database

    The Receipt Stack field is a field that can be import using Administration - Import - Gift import type but this field is not an IOM import field, please add. Both AU and NZ stamped database utilise this field.

    22 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Import Foreign Currency

    We would like ImportOmatic to have the ability to import gifts in foreign currency. The following fields would be needed for this:

    Gift Currency Amount
    Gift Currency Country
    Gift Currency Exchange Rate
    Gift Currency Receipt

    22 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"

    When IOM throws an exception, it is a pain to go back and edit a file then run a re-import process for something small like a mis-typed zip code. More critically, the new error that ignores an import line if there are over 100 matches is particularly frustrating because it forces the user to use less complex matching options (bad when importing/matching lots of records), or have to spend lots of time after the import manually making entries for records that have too many false matches. It would be better to allow the user the option to manually search for…

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