ImportOmatic Reviews

We like to import ALL data from ACH deposits, from multiple revenue streams. Having IOM allows us to do that after an initial setup and some maintenance. It would be time-prohibitive without the tools.

I would like to be able to add to the dictionary on-the-fly.

This software has made the entering of gifts and constituents much easier and faster. It was a learning curve, more so because our online donation forms are intricate. I have saved valuable time and paper using this software. I wish we had done this sooner.

I think what I need is there. It is just learning to use them and the profiles effectively. I don't have anything negative to say. I think most of my issues are actually with our forms and trying to figure out how to incorporate them into the profiles correctly.

Its easy to use - user friendly. Easy to train others.

Sometimes just shuts down out of nowhere. Does not always catch duplicates. Does not catch proper case files and just creates duplicates for them.

The matching algorithm - the software allows you to tweak the settings to precisely determine what is a matching record and for possible matches at what score or threshold level to prompt for user interaction to step in and make that determination if it's not so obvious.

interpreting errors when you generate exception logs- the log captures what looks like java runtime exceptions and most end users are not programmers, so if you can't decipher what the error actually is, you're only option is to search the KB articles or put in a support ticket. I think there needs to be an interpreter software piece that can read in those exception logs and provide something a bit more human readable- I think we spend more time trying to decipher the error logs then actually running the automated process- so is it truly saving the end user time? depends on how many errors there are...

It is a great a great platform for RE and NXT for data import. Our department relies on Omatic daily. The best part is the customizable set up on different module to check duplicates. Duplicates is always the issue in our database. The data dictionary and static field can be re-used and cut our development time half every time we create a new job.

Automation in RE desktop version is not available.

With the use of the scheduler tool in conjunction with the ImportOmatic software tool, large volumes of data can be imported into Raiser's Edge without the need for touching each record...only those records that don't conform to the screening criteria need human touch. This greatly reduces the amount of time needed for volume imports.

Sometimes the complexity involved when setting up a good configuration for a template can be a real challenge. It is a delicate balancing act to get a template set up that is tight enough not to reject a high volume of records versus not enough tightness that results in too many records being imported that really did need some human touch.

Once the dictionaries and import files are programmed, the data easily transfers to Raiser's Edge daily. The online programming assistance helps with setting up the forms since we are not programmers.

Setting up the import forms can take time and every field needs to be mapped correctly. Once the form is set up, then the ease of use is amazing.

The support team aiding in set-up made the process seamless. This system has not only reduced duplicate data within our CRM by 95%, but has increased confidence amidst our organization’s leadership with CRM reporting.

I found it somewhat challenging to asses platform error messages. Having an online reference for error messages with troubleshooting measures would be a great resource for consumers. I believe it would not only build confidence through understanding data flow, but also cut back on need of tech support with issues that may be resolved by the user.

The ImportOmatic tool saves me time by skipping the Blackbaud Raiser's Edge import process. The tools allows me to address Raiser's Edge importing issues. This tools has saved me a tremendous amount of time and allowed me to get me job done. Without this tool, I would not be able to complete several of my projects. This tool is hightly recommended if you are serious about moving data into Raiser's Edge.

This software has a steep learning curve. I wish there were short 5-10 minute Youtube videos to address advance processes so I can just watch and learn. (ie. remove attribues fields, names matching, scoring, etc.) This saves me a call to Omatic or refer to the 793 page user's guide.

I love that I don't have to create ImpID's for every field. I love that it imports so quickly. I love the ease of it.

Unable to update. Exceptions report has changed since we started using Connector and now I don't receive why something has exception'd out (list the id that it doesn't see, or if it exception'd out because someone has the record open). During a simply import like adding only an appeal code to an existing record it exceptions out and then wants to add as a full constituent.

Importomatic is the single most important third party upgrade to RE. Simple to use - it has saved us thousands of hours in importing and has helped tremendously in keeping our database clean.

Setting up configuration files can be tricky and you really need to know what each type of import needs in terms of required fields.

I like that it really saves me time. I spend less time each day matching records up than I would without omatic.

I wish that it could match up non-exact addresses, but I know there are limitations with that.

It does what we need - enables mass import of large quantities of data

It's inflexible - we have to do a lot of workarounds to make the data fit

Most frustrating - every time Importomatic makes an update, we have to re-map EVERY profile, which is time consuming and frustrating (especially when updates are too frequent) and also means that sometimes things are missed and profiles are not importing everything we thought they were. It needs constant review and work, which again is time consuming and open to errors.

Easy to use and is an excellent data migration tool.

Mapping fields differently labelled to the original record fields.

I like that I'm able to use Omatic software to help troubleshoot problem areas in our database so that our information is correct and relevant.

Occasionally the software can contribute to our database running slower, but only during high-traffic periods within our company.

Most like the wide range of fields that can be mapped in virtual fields to get the data to appear with all the trimmings we like in our database.

I like the dictionary function that can be based on text or more advance regular expression converting.

Setting up the import profiles can be a lot of trial and error. If I could improve one thing it would be to test run the profile as you craft the dictionary or expressions.

On the address block is used as a % match. Would be nice if the whole address was considered in the matching.

The profile creation is pretty much seamless. I prefer using ImportOmatci versus the classic RE import option.

I wish support had a chat option- creating a ticket is often not the option best suited for my needs at times.

Omatic makes dealing with getting data into Raiser's Edge so much better. The interface is fantastic to use compared to the import tool that comes stock with RE and it is quite intuitive. We recently expanded our services with Omatic to include their Luminate Online connector for RE and we are very excited to begin using it.

Honestly I have no cons personally. It provides so much for your money that I am more than satisfied with our choice of using Omatic!

it was easy to navigate once I learned the software.

I feel that it has all the features that we need.

The software makes importing data into Raiser's Edge much easier and provides a ton of different data scrubbing and logic options. The various functions can end up saving an organization hours, if not entire days of work, depending on their import needs and data file. When we've had questions or suggestions they've quickly been addressed and new functions are being added all the time.

This is a serious data import program, so with that comes a certain amount of complexity. It takes a while to get the gist of how it all works and navigating through the various menu systems and options can be a little daunting at first.

The customer support was the absolute best consultant. They were very knowledgeable and always willing and available to train and troubleshoot. She was the best part of our experience with Omatic.

It's not as automatic as the title leads to believe. There is still a lot of manual work and I'm not sure I'm ever using it correctly.

The ease of use with importing vs the basic RE import.

I don't have one, it is an amazing product.

I love the vast amounts of data it can handle at once-- it has saved so much time in importing both gifts large and small, and constituent information.

Getting your feet wet with this software is somewhat daunting, as there are many intricacies in the software and imports cannot be reversed. It is also difficult in that some missing fields lead to constituents and gifts with information that need to be corrected.

I have a large amount of data being collected and Omatic solved my problem of getting the data in our RE database correctly. Besides the data it also helps with the gift processing from our Lumniate account.

Sometimes setting up the forms can be a little tricky if you are not use to setting them up.

Help and upfront training with the ImportOmatic staff.

We like the software. It does what we need.