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. 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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  2. 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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  3. 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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  4. 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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  5. make the TeamRaiser Team url (website) available to bring into RE

    We currently can not record the url for the TeamRaiser Team Page. We would like to record that and have access to that field.

    12 votes
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  6. Allow you to import a file without a header row.

    We have files provided from various sources and do not always have control over the format. In some cases these files do not include a header row, so the first row is actually data that we want to import. Currently IOM always treats the first row as a header, so it does not import data contained in the first row. It would be great if there was a checkbox in the profile configuration allowing you to choose if you want to treat the first row in your file as a header row or as a data row.

    11 votes
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  7. 11 votes
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  8. We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

    We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

    Omatic should add this functionality to the ImportOmatic product.

    Thank you!

    11 votes
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  9. When skipping a row, allow user to input a note for the Exceptions file

    When dealing with long lists, a user may forget why they skipped a row. Besides a "Skip Row" button, allow the user to input a note as to why the record was skipped that will be appended to the Exceptions file. If IOM/LM treated it as an exception, have the log error message appear in this same field within the data file. This will allow for easy perusal of the file to determine next steps for how to fix row to import.

    12 votes
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  10. Offer option to only import "extra" address fields (info source, etc.) if completely new

    If my import includes address fields including info source and IOM finds that address is already in RE - Don't change the info source on my existing address! (or at least give me the option to decide to do that or not)

    Also if the address I am importing is in on a consituent but it is a former address and I am importing that address with a primary address flag (because someone gave me old data) do not take that old address and make it primary without prompting me. I'd consider that a significant change that I would like.

    10 votes
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  11. Add birth date to auto-pick criteria

    We have several imports that do not include a unique identifier. "Birth date" is included in these files so it would be very helpful to have this available. This additional criteria should include "First name, Last name, and Birth date".

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add an alert on the import search results to identify automatic Annotations

    We have some spouses in our database that each have separate records: one record is built out to capture that particular person's board member involvement and history and is not meant to contain any gift records, etc., and the other acts as more of the "primary" for the couple and have all of the gift history. For these particular couples, we have an auto- pop-up annotation on the "dummy" record to identify that that particular record is for board member activity only, no gifts.

    When we're importing online credit card transactions via IOM, we're finding that we don't have any…

    10 votes
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  13. For Raiser's Edge v7.95 be able to compare phone and emails again before importing

    In earlier versions of RE since the phone/email was attached to the address tab, one was able to see any changes to phone/email during the address compare. Now that phone/email is no longer attached to the addresses, there is no way to compare phone/email during the import. Anything new gets added but now we have to go back into the records imported and make the changes - very time consuming.

    It would be great if either the phone and emails were added to the bio compare screen or just have a separate pop-up for phones & emails (like the address…

    10 votes
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  14. Select batch category/folder for batches created with IOM

    When creating batches with IOM imports, it would be great to be able to select which batch category/folder the batch goes to instead of just to "general". This would make it much easier for users to find the new batch and not have to move them to another folder.
    Thanks!

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add duplicate search for event participants

    When importing non constituent registrations for event participants, search to see if the participants already exists in that event,

    10 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.

    10 votes
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  17. Change order of tags

    The new Profile tags are great, but can they be ordered alphabetically?

    10 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. List Management ID

    It would be great if an ID was automatically allocated to leads in List Management - Not a Constituent ID but another ID (maybe an Alias) to ensure better management while importing and exported data from the List (we are attempting to Use Alias - however we cant export a specific alias so need to export data, then allocate an alias, and import it back in - yet to be done first time)

    10 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Need Ability to Link an Existing Gift to Membership Transaction Import

    We are able to import membership (e.g., renewal) transactions into RE via IOM. However, we are not able to link the existing gifts that were already imported to these membership transaction during the import.

    Without this feature, we need to use an RE import separately to create the linkages.

    10 votes
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  20. format phone number

    On the Duplicate Search Matching Results screen please show the import file phone numbers as they will be formatted by RE so that it is easier to tell if the phone number is a match...

    9 votes
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