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. 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"

    12 votes
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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. account notes

    Add possibility to import Account Notes to the bank/financial relationships. Currently this information is available in TRE, but IOM is not able to import this information.

    10 votes
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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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 →
  14. 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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  15. 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.

    9 votes
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  16. 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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  17. Add new Constituent if score is below a certain threshold

    We have a lot of records where the similiarity score is below 60, where we just add a new record. It would be great to automate the process where if the score is below a user-defined threshold to automatically add a new record.

    9 votes
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  18. Make TaxDeductible Amount available in Team Raiser Donation profile in Luminate Connector.

    Having access to the Tax Deductible Amount field in the TR Donation profile should be mandatory. Our auditors in Canada need this information recorded for every gift in RE. This particular field is not available for TR Donations and we need it. Thank you.

    9 votes
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  19. Ability to update existing List Management action note

    Ability to update an existing action note on a List member's record.

    9 votes
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  20. event sponsor

    It would be extremely helpful if you could import an event registrant as a sponsor - for instance, map to (this is an example) Ev_Prt_1_01_is_Sponsor

    9 votes
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