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 update with edits for addresses

    It would be great if Import-o-matic would allow 'Update with edits' similar to 'Add with edits' but when you have a match on a record. On occasion we have a more recent record come in with new phones/emails, but although the address is the same the update is incorrectly formatted. It would be great to update the formatting on import rather than after import in Raisers Edge.

    15 votes
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  2. Import constituents and non-constituents as participants in one import.

    Currently, you have to do two passes of your data to import participants if you have constituents and non-constituents mixed in the file. With events, you don't always know if someone is a full constituent so it would be nice if ImportOmatic could automatically identify these in one sweep, instead of having to use the exception file to do the import of full records. Thanks.

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Color Code Virtual Fields

    It would be very helpful if the Virtual Fields were color coded to show Static Fields, etc.

    15 votes
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  4. Be able to view full name of Gift Default in order to select correct default set

    We are not able to view the full name of the gift default when making a selection from the dropdown. Even after we make a selection, I have no way of scrolling to the right of that field to view the additional text. Could this be an enhancement in a future update to IOM to be able to view the full text in those dropdowns? This may apply to other fields as well, but I can only speak to gift defaults for sure.

    15 votes
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  5. Split Gift with 2 funds in same row

    We have a file that comes with multiple fund designations for the same gift. The way our file comes is with the 2 funds and the amount to go to each fund all in the same row. It would be great if IOM could process gifts like this instead of having to have multiple rows.

    15 votes
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  6. Allow LM export to return multiple rows for one record if that record has multiple relationships defined in the RE query.

    This will allow an organization with multiple individual relationships to be pulled into an LM export for event invites. Currently if the ABC organization has 4 contacts, it only returns one row with one contact. We would like an option to return the data in the same way RE returns the query data ... .listing the ABC organization in four lines with different contact names.

    15 votes
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  7. 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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  8. 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.

    15 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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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  11. 14 votes
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  12. 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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  13. 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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  14. 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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  15. 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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  16. Update Major/Minor on Education Relationship

    Would like to have the ability to update a major/minor since we track current students. Currently, all I can do is add a new line. Would like to have the choice of adding or updating during import.

    13 votes
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  17. Allow import of gift specific data on existing gifts

    We ran into a problem where we wanted to import gift attributes on existing gifts, but weren't able to use IOM to do it.

    13 votes
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  18. 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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  19. 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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  20. benefit note

    Add an import field for Benefits Notes. We use this field for text to include on tax receipts explaining the benefits received. This is especially useful since the total benefits given cannot be greater than the gift amount, which is complicated for auction purchases.

    12 votes
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