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 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change order of tags

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

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have an API Connector for OneCause

    We would love to see a cloud based connector for OneCause. This would facilitate us getting our event gifts in quickly and easily. We've moved some of our events there from Luminate, and would love to know if this will ever be in the works.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improve the information in the pop-up after the import is complete.

    The current contents of the pop-up only tell you total successfull and total exceptions. The results should indicate how many records were processed, how many resulted in an actual update (a change of some kind to a record) and how many resulted in no updates because all the incoming data already matched the data already on file so no update was needed.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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) EvPrt101is_Sponsor

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. IOM should allow direct update/amendment of a RG gift on account details (CC/DD) without needing to populate/update all other RG fields..

    IOM should allow direct update or amend of a RG gift on account details (CC/DD) without needing to populate all other requested RG fields as necessary. Our telemarketing RG declines program only needs to update RG's account details. So for RG amendment we only need Amendment Date, new/updated CC or DD details, and at most New Amount/Starting Date/Frequency. We don't need to update the existing Appeal/Package/Fund/Campaign etc - some of which have split gifts involved. But current IOM requests all these required fields in amendment.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Import Multiple Events for Constituent, In One Import

    Hi. I wish in Importomatic you could add a constituent to multiple events, in one import. I think right now you can only add one event at a time to a constituent record.
    We have a mailing that we send out each year, inviting constituents to an event series. This event series is comprised of multiple events and dates. But we send out the invitation to all of them only once. In Raiser's edge we have multiple events set up for each separate event and date. We would like to record that they were "invited" to all the events, in…

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Findomatic- Searching by Nickname and last name/maiden name

    have Findomatic search by nickname (which it does today), but also on Nickname + Last Name and Nickname + maiden name. The ability to search by nickname only is not beneficial when there could be thousands of records with a nickname like "Gene", but having the ability to search by nickname combined with last/maiden name will help further narrow down the results.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to update existing List Management action note

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

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Export Duplicates List

    Would like to be able to right-click on a list of duplicates and export it to Excel before it gets merged. This would allow for records analysis and tracking statistics over time. It would provide valuable and shareable information, especially for data that integrates from multiple systems. It would also serve as a backup reference file for what records got merged, which has been needed on occasion.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. last gift date

    IOM should have Last Gift Date as a column in the Duplicate Search Matching Results. If I am trying to figure out if 2 people with different addresses are really the same person it would help to know how long ago they gave their last gift.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add "Copy Existing Last Name to Maiden Name" button

    When the "Compare Bio Field Value Changes" screen comes up, it shows the Import Value and the Existing Value of Bio 1 fields that don't match up. The Last Name import value is often the married last name, whereas the maiden name is the Existing Value. I wish there was a button to move Existing Last Name to Maiden Name. Right now, I have to click on the blue link to the record, and make the changes, but a 1-click solution would be great

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. event seating groups

    add the ability to add/import event seating groups as part of an event participant import

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Indicate Honor/Memorial in dupe match for Tribute imports

    When doing a tribute import it would be very helpful to indicate on the dupe matching form whether a constituent is already an Honor/Memorial as it helps to narrow down results when you only know their name.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. List Management-Option to promote non-constituent record to full constituent during an import

    Hi. It would be nice for Importomatic List Management to have an option or button to promote a non-constituent List Management record to a full constituent record during an import.
    Right now when I am importing some records they will match up to non-constituent records. When they match up I like to click the link that takes me to the record so I can see more details. Sometimes I like to add notes to the record or add an alias while I have the record open during an import. For non-constituents, though, it will not let me add notes, aliases,…

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Update existing Ratings using the import ID

    It would be very helpful to make this available to allow updaing the source value. We find duplicate ratings and need to change the source value to a different value. Using the import Id allows us to identify the exact record to update. We cannot rely on matching using the source and category.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

ImportOmatic

Categories

Feedback and Knowledge Base