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. 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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  2. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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  4. 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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  5. 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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  6. Automatically assign solicitors to gift based on profile solicitor type setting

    Have a setting in IOM that allows automatic linking of a constituent solicitor to a gift based on the solicitor type.

    ex. If we use "Gift Solicitor" as the solicitor type of constituent solicitors we want to automatically link to all gifts for that solicitor then I would choose that type from a list and check a box to "Automatically assign constituent solicitor to new gifts"

    15 votes
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  7. 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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  8. 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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  9. 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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  10. 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 →
  11. 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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  12. 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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  13. 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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  14. 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 →
  15. 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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  16. 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 →
  17. 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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  18. 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 →
  19. 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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  20. 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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