ImportOmatic

  1. All exception file data is in one column

  2. Profiles Missing from Configuration After Updating to IOM Version 3.2

  3. Advanced Address Processing Form Shows 100 Point Match But Will Not Automatically Match On The Imported Address

  4. Fund, Campaign, Appeal, or Package Does Not Populate In RE Gift Batch

  5. Error: An Exception Occurred in the Duplicate Search: Error 5.2: The EXECUTE Permission was Denied

  6. Error: Required Field Missing: Organization Name

  7. Error: Required Field Missing: Last Name

  8. How to Import Assigned Solicitors

  9. How to Import Split Gifts

  10. Error: General ODBC Error: [Microsoft][ODBC SQL Server Driver][SQL Server]The INSERT Statement Conflicted With the FOREIGN KEY Constraint "FK_TABLEENTRIES_1".

  11. How to importing recurring gift payments

  12. Error: An exception occurred in the Duplicate Search: Error 5.2: Timeout expired.

  13. Error: Object Reference Not Set To An Instance Of An Object When Creating A New Profile

  14. How to Import a Business Relationship as Primary and Mark the Address as Preferred

  15. Unable to Load Profile: The file specified does not exist

  16. Error: An Exception Occurred in the Duplicate Search: Error 5.2: Conversion from Type 'DBNull' to Type 'Integer' is not Valid

  17. Error: Duplicate Phone Types are not Allowed

  18. There are Two City Entries in Value Types

  19. Error: Unable to Save Profile: Relationship Information Provided but More Fields are Required for Matching

  20. Error: Unable to Save Profile: The Batch "Template" Does Not Exist or Was Deleted

  21. How to Import Volunteer Time Sheets

  22. How to Import Volunteer Medical Information and Special Needs

  23. How to Import Volunteer Mandate Information

  24. How to Import Volunteer Skills and Experience

  25. How to Import Volunteer Courses and Training

  26. How to Import Volunteer Checklist

  27. How to Import Volunteer Availability and Interests

  28. How to Import Volunteer Awards

  29. How to Import Volunteer Jobs

  30. How to Set the Query Category for Output Queries

  31. Error: Action Contact Import/Constituent ID is not Valid: x

  32. Error: Type Mismatch --> BBREAPI.CGiftClass

  33. Error: Invalid Institution ID: Institution ID

  34. Error: Invalid Transit/Routing Number: Transit/Routing no.

  35. Error: ERROR [HY000] [Microsoft][ODBC Excel Driver]General error Unable to open registry key 'Temporary (volatile) Jet DSN for process 0xf3c Thread 0xf48 DBC 0x1cfbd024 Excel'.

  36. Error: ERROR [42000] [Microsoft][ODBC Excel Driver] Syntax error in FROM clause

  37. How to Use the MasterID Excel File

  38. Error: Only a Sponsor Can Sponsor a Registrant

  39. Error: Required Field Missing: Date [Object: 'CNotepad'...]

  40. Error: Date to Cannot be Before Date From. [Object: 'CConstitAddress'...]

  41. How to Import Organization Relationships

  42. How to Import Individual Relationships

  43. The Advanced Address Processing Screen or AAP is Popping Up for Every Record With or Without a Zip +4, Including 100 - Point Match Addresses

  44. Aliases are Automatically Adding to Record without Being Mapped

  45. Records Are Not Showing Up or Appearing in the Output Query

  46. How to Import Gift Amendments

  47. How to Link an Existing Gift to a Membership

  48. How to Link an Existing Gift to an Event

  49. How to Link an Existing Gift to a Proposal

  50. New Address is Overwriting Previous Address Instead of Making it an Alternate Address

  51. Error: Unable to Save Profile: You Must Have a Gift ID Column in Order to Process Split Gifts

  52. Error: School ID is Required

  53. Shared .dll deployment

  54. Error Calling Omatic Service: Subscription Expired or Limit Reached

  55. Error: Proposal not Found on Record

  56. How to Link a Proposal to an Action

  57. Error: Required Field Missing: Status [Object: 'CMembershipCard'...]

  58. Error: Object Reference Not Set to an Instance of an Object

  59. Error: Error saving batch on data row # 1. Error = 'General ODBC Error: [Microsoft][ODBC SQL Server Driver][SQL Server]The conversion of the varchar value '-2147219858' overflowed an INT2 column. Use a larger integer column.

  60. Error: Invalid Attribute Type

  61. How to Match or Auto-Pick on Alias

  62. Error: Line 1: Number of Fields in This Data Row (XX) Does Not Match Number of Fields in the Profile (YY)

  63. How Does ImportOmatic Match to and Update Existing Education Relationships

  64. How to Copy the Constituent Address to a New Relationship Record

  65. Error: Unable to Save Profile: You Must Select at Least One Duplicate Search Auto Pick Option

  66. What is the Duplicate Similarity Score

  67. What is the Omatic Data and Address Service

  68. What are Special or Escaped Characters and How to Use Them to Import Notepad Data

  69. Error: Bank 'xx' Did Not Exist on the Constituent Record. Configuration Settings Do Not Allow for it to be Created

  70. How to Import a Gift Batch Number

  71. Error: Bank 'xx' with Branch Name 'yy' Does Not Exist and Profile Settings Do Not Allow for New Banks to be Created

  72. Error: Job Does Not Exist. 'xx'

  73. Error: Required Field Missing: Job

  74. Error: Unable to Save Profile: Gift Batch Number Can Only Be Mapped When Gifts are Not Being Imported into Batch

  75. Error: Invalid Code Table Entry: Description [Object: 'School ID'...]

  76. Error: Invalid Code Table Entry: Description [Object: 'CAttribute'...]

  77. How to Import a Solicitor to Actions

  78. What are the System Requirements for ImportOmatic?

  79. Error: Required Field Missing: Type [Object: 'CAction'...]

  80. Importing Participants as Non-Constituents and Matching on Full Constituents

  81. What is Included in the Summary Email From IOM When Import is Complete?

  82. How to Import Fund Relationships

  83. How Phone Numbers and Email Addresses Import

  84. How to Import to the Marketing Source Code Field of a Gift Record

  85. How to Import to the Bills and Coins Fields of the Gift Record When Using a Type of Cash

  86. How to Import Individual Constituent Names That Are Not Parsed

  87. Unable to Update Contact Type Field On an Individual Relationship to an Organization Record

  88. Unable to Update Import ID Appearing in the Bio Comparison Window

  89. What Are the Minimum RE Security Rights Required to Import via ImportOmatic

  90. Can A Volunteer Job Assignment Be Updated

  91. How to Import to the General Area of the Volunteer Tab

  92. How to Stop the Post Date from Defaulting to the Import Date

  93. Error: Required Field Missing: Type [Object: 'CNotepad'...]

  94. How to Mark an Education Relationship as Primary When an Education Relationship Already Exists on the Record

  95. Should I Delete A Gift Entered Previously to the Wrong Constituent Record Before Importing the Same Gift to the Correct Constituent Record

  96. How to Export a Dictionary

  97. What is the Naming Convention for the Files that ImportOmatic Can Output?

  98. How Do I Stop an Import Before it Finishes? Can I Re-start it Later?

  99. Addressee and Saluation Information in Virtual Fields

  100. Error: Unable to Save Profile: You Must Setup Email Settings in Order to Send a Summary Email

  101. How to Update the Birth Date Field For Existing Records

  102. How to Disable the Default Authorization Code in a Batch Created Via IOM

  103. How Do I Request New Functionality in IOM?

  104. How to Create a New Profile in ImportOmatic

  105. How to Delete a Profile

  106. How to Copy a Profile

  107. Regular Expressions (RegEx) in Dictionaries: How can I learn more?

  108. Do I Need a Constituent Identifier if I Have the Import ID of the Address/Action/Education Relationship That I Wish to Update?

  109. Proposal Matching

  110. Error: Invalid Program/Category Combination Specified

  111. Error: Required Field Missing: Campaign ID

  112. Error: Required Field Missing: Fund ID

  113. Error: Required Field Missing: Appeal ID

  114. Error: Data too long for field Max length = 60 for Org Name

  115. Can ImportOmatic Update Gifts?

  116. Error: No Record Could Be Found for the Specified ID: 'xx'

  117. Error: Unable to Save Profile: You Must Have At Least One Criteria Selected

  118. How to Import Gift Adjustments

  119. Error: Phone Type Exists on Record and Option to Add New Phone Types is Disabled

  120. How to Add a Constituent Code to New Records Only

  121. Does ImportOmatic Allow Record Updating

  122. How to Link Gifts to an Event as Registration Fees

  123. How to Map Gift of Membership Renewal Notice Send To Information and Special Message

  124. How to Add Country Table Values

  125. How to Automatically Add Packages to Appeals When Importing Gifts to Batch

  126. How to Get a Second ImportOmatic License Key for an Additional Production Database

  127. How to Check Boxes on a Constituent Record

  128. How to Match on Non-Constituent Participants Using the Duplicate Matching Screen

  129. How to Match to a Specific Existing Bank when Importing Bank Information on Gift Imports

  130. How to Remove Leading Zeros from Constituent IDs

  131. How to Map an Address/Phone Import ID

  132. How to Install ImportOmatic / IOM

  133. How to Locate the Latest Version of ImportOmatic

  134. Attribute with a Data Type of Constituent Name is not Importing Attribute Values

  135. Error: Line 1: Data Too Long for Field Max Length = 50 for Comments

  136. How to Add Address Attributes

  137. Error: Invalid Code Table Entry: GL Post Status

  138. How to Use a Batch Template for Gift Importing

  139. How to Make IOM Use the Default Batch Settings when Creating a Gift Batch

  140. Error: 'Univer' Already Exists. Please Use a Unique Short Description.

  141. Unable to Locate Gifts After Importing

  142. Error: Required Field Missing: Event ID

  143. How Do I Bring in New Birth Date Information Without Overwriting the Existing Information Before Previewing

  144. Why are Some of the Tabs Such as Gifts and Relationships Missing When I Open a Record From the Duplicate Search Matching Screen?

  145. Why are Other RE7 Workstations Locked Out When I Import Using Validation Mode?

  146. How to Import an Education Relationship Note

  147. How to Map Gift Benefits

  148. Attribute Description is not Importing to the Record

  149. How to Use Virtual Fields

  150. Error: Required Field Missing: Primary Salutation

  151. Error: Required Field Missing: Primary Addressee

  152. Error: Required Field Missing: Unit [Object: 'CParticipantFee'...]

  153. How to Import Registration Fees

  154. How to Import Participant Guests to an Event

  155. How to Import a Non-Constituent as a Participant to an Event

  156. How to Import Participants to an Event

  157. Error: Index was Outside the Bounds of the Array [CImport_Process_xx.x]

  158. What Do the Buttons on the Duplicate Search Matching Results Screen Mean?

  159. What Do the Buttons on the Advanced Address Processing Screen Mean?

  160. How to Edit or Delete a Value in a Dictionary

  161. How to Import Appeals

  162. Can ImportOmatic Alert About the Overpayment of a Pledge or Recurring Gift

  163. Unable to Import a Gift Type of "Pay-Cash" when Importing Pledge Payments

  164. How to Allow RE to Assign Constituent IDs Instead of Self Assignment through ImportOmatic

  165. Which Unique Identifiers Can be Used to Locate Existing Constituent Records through ImportOmatic

  166. How to Include the Current Date on a Column in the Field Map of a Profile

  167. How to Include the Current Date in a Virtual Field

  168. Why Does My Import File Keep Disappearing After Importing

  169. How to Map a Soft Credit when Importing Gifts

  170. Error: ERROR [07002] [Microsoft][ODBC Excel Driver] Too few parameters.

  171. How to Update or Unmark the Deceased Flag on Constituent Records

  172. How to Map a Solicitor to a Gift Record

  173. Solicitor Processing Rules are not Adding the Solicitor on a Gift Record

  174. How to Remove Constituent Attributes Using ImportOmatic

  175. State Abbreviations for Dictionaries

  176. How to Mark Phone Numbers or Email Addresses as Do Not Contact

  177. How to Export Data in .CSV Format From Blackbaud Sphere

  178. What is the "Base File" in the ImportOmatic Profile and Can it be Changed?

  179. How to Apply Default Sets to ImportOmatic Imports

  180. Unable to Import to a Spouse Record Using the Spouse Import ID

  181. How to Identify Which User Last Ran an IOM Profile

  182. How to Identify Which User Created or Last Updated an IOM Profile

  183. Unable to Update Existing Constituent Records with a Default Set

  184. How to Prevent Other Users from Changing Mapping in Profiles

  185. How to Import to the Major/Minor Comments field of an Education/School Record

  186. How to Link Gifts to an Event as Other Donations

  187. How to Map Notepads

  188. .NET Framework Error: Unhandled Exception: Object Reference not Set to an Instance of an Object

  189. Error: Line 16: Number of Fields in This Data Row (XX) Does Not Match Number of Fields Profile (YY).

  190. Error: Unhandled Exception: The Specified Path, File Name, or Both are Too Long.

  191. Error: Unhandled Exception: The Parameter 'Address' Cannot be an Empty String

  192. How to Import Pledge Payments

  193. How to Import Pledges

  194. Error: General ODBC Error: [Microsoft][ODBC SQL Server Driver][SQL Server]The INSERT statement conflicted with the FOREIGN KEY constraint "FK_ConstituentATTRIBUTES_3". The conflict occurred in database "RE7", table "dbo.AttributeTypes", column 'ATTRIBUTETYPESID'.

  195. Unable to Access Plug-ins

  196. Error: Required Field Missing: Constituent Code

  197. How to Change the Default Error and Exception File Path

  198. How to Use the Solicit/Constituent Code Removal Character

  199. How to Map Attributes

  200. What are Address Processing Rule Options?

  201. How To Import Multiple Address Records

  202. How to Import an XML orJSON Profile

  203. How To Create a Dictionary

  204. What Are Some Commonly Used Regular Expressions?

  205. How To Add or Remove a Column Within an Existing Profile

  206. How to Create a Default Set within RE

  207. How To Automatically Add Table Values To Existing Tables During Import Processing

  208. How To Delete A Value From A Dictionary

  209. How To Turn On/Off Side By Side Comparison Utility For Bio Field Change Viewing

  210. How to Import Multiple Constituent Codes

  211. How to Always Add a New Address

  212. How to Promote a Non-Constituent Relationship to a Full Constituent

  213. Error: Object Reference not Set to an Instance of an Object

  214. Import Processing Appears to Freeze

  215. How to Export a Profile

  216. How Do I Find Training Videos for ImportOmatic?

  217. Error: DBTextStream Errors Occurs When Trying to Open or Run Profiles

  218. Where Do I Find the User Guide for ImportOmatic?

  219. List of Profiles is Out of Order

  220. How to share and link addresses from existing constituents to newly added constituents.

  221. Update existing address without overwriting any associated data

  222. Invalid date exception when importing with DonorDrive Connector

  223. How to Import an Organization Relationship and Update the Address on the Relationship Only

  224. How to Skip Rows that Contain Certain Values

  225. What does the PC column do in the IOM field map

  226. How to Proper Case incoming data

  227. How to Map an Alias

  228. What Fields Are Required to Create a Gift

  229. How to Import a Gift

  230. What is the "Test Code" button

  231. How to create an output query of an import

  232. Error: Failed to Create a Connection to the Database. Custom Database Connection Settings will be Required.

  233. Error: Unable to Save Profile: You Must Select the Duplicate Phone Type Attribute.

  234. How to Stop Renaming Processed Data Files

  235. Fields Missing When Importing Gifts to RE Batch Using a Batch Template

  236. Error: Required Field Missing: Author [Object: 'CNotepad'...]

  237. How to check or uncheck a checkbox

  238. How to Import Recurring Gifts

  239. How to Import the Same Address as an Alternate with a Different Type Without Overwriting the Existing Address

  240. How to Download a .msi File for Installation of ImportOmatic

  241. How to Get a Silent Switch for Installation of ImportOmatic

  242. Notification: This Version of ImportOmatic is Out of Date. The Most Recent Version is xx

  243. Error: A Duplicate Phone Number and Phone Type Exists

  244. Error: Field is Read Only: Currency Country

  245. Error: Unable to Set the Value Stored for Default - Email Type. The Value May Have Been Removed from or Made Inactive in RE.

  246. Error: Unable to Set the Value Stored for Default - Phone Type. The Value May Have Been Removed from or Made Inactive in RE.

  247. Error: Unable to Set the Value Stored for Default - Organization Address Type. The Value May Have Been Removed from or Made Inactive in RE.

  248. Error: Unable to Set the Value Stored for Default - Individual Address Type. The Value May Have Been Removed from or Made Inactive in RE.

  249. How to Import Attributes With the Same Category Multiple Times Without Overwriting the Existing Attribute

  250. How to Get a .MSI File for Installation and the Availability of a Silent Switch

  251. How to Filter on List Management Profiles Within the IOM Configuration List View

  252. How to Filter on Regular IOM Profiles Within the IOM Configuration List View

  253. How to Locate Exception Files Output from Imports

  254. How to Uninstall IOM / ImportOmatic

  255. How to Turn On the Diagnostic Performance Log in an IOM Profile

  256. How to Update the Relationship of a Relationship in the Same Import Pass

  257. How to Import Default Benefits for Participants or Guests

  258. How to Import Blank Values for Phone Numbers or Email Addresses

  259. How to Add Multiple Constituent and Address Attributes

  260. Error: The specified fund could not be found. The fund has either been deleted or you do not have rights to view it.

  261. How to Bypass or End the Duplicate Dictionary Value Error when Pasting Values into a Dictionary

  262. How to Copy a Dictionary

  263. How to Delete A Dictionary

  264. How to Import Memberships and Bypass the Interactive Membership Form

  265. How to Prevent New Phones/Emails from being Added as Primary in RE 7.95

  266. Error: Source row 1 produced Excel error row 2: (error message)

  267. Error: Overflow -->BBREAPI.CGiftClass.Save

  268. Error: Control Failed to Load. Please check the GUID of the control against the tag attribute in the HTML Page

  269. How to Mark a Constituent Code as Primary

  270. Error: Profile Save Error: An Exception Occurred While Saving This Profile: "CommandConverter" is Unable to Convert 'Omatic.MVVM.Commands.RelayCommand' to 'System.String'.'.

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