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. Add or update Constituent Code option

    When adding a new constituent, the constituent code is added with the current date. When updating a constituent record (renewing membership, adding gift, etc.) if the constituent code doesn’t match the criteria, then it adds a new constituent code with the current date instead of updating the current one. It would also be great to have the option to update it and leave the date alone. Thank you.

    15 votes
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  2. Ability to ignore already existing constituency codes

    The options for importing a constituency code that already exists are updating, adding new, or creating an exception. It would be great if there was a way to ignore the value so the date stays what it was originally. That way, we can preserve historical data.

    15 votes
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  3. allow resolution of exceptions during the Import.

    During import of constituent information, if the value in the Business/Industry field is not in our RE Table, the entire row is discarded as an exception. It would be very helpful to be able to resolve that conflict by adding the correct Industry value at that point, and moving on, and not losing the importing of the correct data that was included in the row.

    15 votes
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  4. move dictionary entries up and down

    Since dictionaries are processed from top to bottom it would be great to be able to reorganized them (not just alphabetically). I would like to keep some generic matches at the bottom of the list so that they are only processed if all of the other matches fail.

    14 votes
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  5. Add another option for upper/lower casing names.

    Some people's names don't follow the standard of capitalizing the first letter. Dick van Dyke for example. If you added an option that would look at a name and if the name already contained both upper and lower case letters skip it assuming that the upper/lower casing already present is correct.

    14 votes
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  6. Match to an existing email address on a constituent record and edit phone type for that specific email

    Would like the ability to change the phone type and/or make a specific phone or email address inactive based on an import file of email addresses that we receive hard bounces for. Also, since the same email address could exist on multiple constituent records, would like for IOM to match to more than one constituent containing matching email address.

    14 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Overwrite Existing Values With Blank/Null

    We encounter situations where we need to overwrite existing values with blank/Null.

    13 votes
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  8. Include RE aliases as part of the duplicate criteria

    We have a number of aliases in RE such as 'Celebrity Name' and 'Professional Name' and it would be useful to use these to help identify duplicate records.

    13 votes
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  9. Allow separate setups for email and phone number processing

    We would like to be able to process emails one way and phone numbers another. Currently, we have to ignore phone numbers then run the output file through a second profile that just handles the phone numbers. It would be nice to eliminate that step.

    13 votes
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  10. Duplicate Search Matching Results-add "Add as New Record and Link as Relationship" button

    In the "Duplicate Search Matching Results" window, we often see existing RE constituents who are related to the incoming record. There should be a button that lets us select an existing RE record, create a new RE record for the incoming record, and add the new record as a relationship to the existing record. This would be the "Add as New Record and Link as Relationship" button.

    13 votes
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  11. Add option to promote a non-constituent relationship to a full constituent when matching.

    When importing a file and matching to an alias, I want a new record to be created automatically when matched to a non-constituent relationship. Currently, I have to manually process the records because the side by side comparison box pops up.

    13 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to match Fund Relationships with Fund Relationship Import ID

    We sometimes need to update specific aspects of the fund relationship, i.e. Relationship and Recip Relationship, start/end dates, Fund description. Also, some of our students have fund relationships to a specific fund multiple times (i.e. scholarship recipients who receive the same scholarship for all four years). With the current match capability (Fund only), I can't update the Relationship type for all instances of the Fund relationship on the Relationship tab. Can you please give us the ability to import based on Fund Relationship Import ID from RE? The Import tool in RE doesn't allow import updates so providing this ability…

    12 votes
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  13. When importing new business information, update previous business too

    One feature that would be beneficial to us would be the ability in ImportOmatic to mark an exisiting business as former (with 'date to' filled in, relationship and reciprocal changed to 'Former Employer' and 'Former Employee', employee and primary business checkboxes unchecked) when adding a new business as the primary business.

    This would be similar to how new and former addresses are handled in ImportOmatic.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Maintain which lists a record exists on when record merged (and is deleted source record)

    When merging records when one or both records exist in List Management, if the record deleted is the record in a list, the record gets removed from the list. All list assignments in List Management should be maintained when merging records regardless which direction the merge occurs.

    12 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Include row numbers in List Management

    It would be helpful to include row numbers on the far left side of List Management view like in an Excel spreadsheet. It would be especially helpful when selecting groups of records so you're able to more easily see how many you've selected.

    12 votes
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  16. Ability to skip a cell if it is blank and not import a blank attribute or prospect rating

    I have Target Analytics information I am trying to import but I don't want to import blank information if there is nothing in a cell. 3 columns in data file have information/data I want to import "IF" there is data in them; some are blank. For some people all 3 have returned data but other people may only have data in 1 cell and the others are blank. I want to avoid the cells with no information or $0.00 value from importing blank or $0.00 information. I'd like it to ignore that cell (and all virtual fields that correspond with…

    12 votes
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  17. Have the field for Recurring Gift Installment Number be available in Donations Import with Luminate Online connector

    The field for installment number on a recurring gift is an important field for us. We would like to have access to that field via import.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add duplicate processing like the address processing

    I would like to be able to ignore duplicates below a certain score and always add these as new records without having to manually process possible duplicates. I love the address filtering options which allow me to add addresses as new addresses depending on score and the same sort of processing for duplicates would be a huge time saver when importing less complete data e.g. names + email brings up too many possible duplicates as name matches, but if email does not match too I want to create a new record. It takes too long to manually process possible duplicates.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow users (other than supervisors) to delete multiple records in List Management

    Currently, only users with Supervisors rights are allowed to delete multiple records in List Management as a group. All other user rights levels are only able to delete one records at a time.

    As many of the users who actually work in the product do not have supervisory rights, it seems inefficient to not allow them to delete multiple records in List Management, especially since they can delete individual rows one at a time.

    12 votes
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  20. Middle Initials With and Without Periods, and Import Always Stopping on RE Records with Previously Added Duplicate Addresses

    Hi. When we run Importomatic imports with lists that contain each individual's Raiser's Edge constituent id, the import goes really fast. Though, we sometimes get many popups that require user interaction that slow the import process down. The popups could be a "Compare Bio Field Value Changes" popup that has the middle name initial with a period and one that doesn't have period behind it. For example, the existing value could be "M" while the import value is "M." . No matter what setting we change on the import profile, it will not automatically ignore these where just a period…

    12 votes
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