ImportOmatic
About ImportOmatic
ImportOmatic enables quick data integration for Blackbaud's Raiser's Edge and Raiser's Edge NXT. The solution redefines efficiencies with baked-in intelligence to clean data, smart profiles for tailored processing, and an expanding catalog of connectors (including MailChimp, WealthEngine, Luminate Online and more) that make import and export a one-step process.
Key features include an advanced duplicate scoring algorithm that uncovers potential matches and assigns a confidence level, separate scoring settings for constituents and relationships, and multiple matching options for constituent code and attributes. ImportOmatic allows users to set and automatically enforce distinct parameters for constituents and relationships, and take advantage of hotkey shortcuts to speed up interactive import screens.
ImportOmatic also includes an intuitive data mapping grid, bi-directional data import/export capabilities, and easily searchable online user documentation. Users are able to reset field mapping while maintaining values in other screens, and automatically add data that doesn't exist in a file with "virtual fields".
Key benefits of ImportOmatic
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- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Product saved us so much time
Reviewed on 14/12/2018
Pros
The company s so amazing. They are one of the most helpful company's that I had the pleasure to work with. Not only do they tailor their software to your organizations needs, they are always transparent and respond so quickly. It is a lot of work to set up your import for your organization, but they dedicate hours of training and one-on-one conferences to help you. Everything is really taken step-by-step, which helps for the process to not be overwhelming. They work with you to make a schedule and plan. Everything is set up pretty fantastically.
Cons
I honestly can't even think of something that I don't like wit this software yet.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A Real Time and Headache Saver
Reviewed on 22/2/2019
ImportOmatic has enabled me to import lists of constituents, with their address info, multiple...
ImportOmatic has enabled me to import lists of constituents, with their address info, multiple phone numbers and email addresses, multiple pieces of education, and multiple constituency codes all in a single import, without ever needing the Import ID.
ImportOmatic has saved me all kinds of time and frustration in importing data, doing comparisons, creating queries of external lists. If given the choice between doing a traditional import or using IOM to do my imports, I don’t think I can imagine a scenario where I would choose the traditional import method.
Pros
It gets data of all kinds into Raiser's Edge much easier than with the traditional import process. And it can import a plethora of vastly different types of data in a single import. Not needing an Import ID for every import makes comparing lists of incomplete information received from external sources against my database a much simpler process than the traditional method. From there, I'm given all kinds of control in whether I want to update the information we have on hand, or simply create a query of people off that list (or both). I can either automate individual options (or the whole thing) or go through them one at a time for full control.
Cons
My only small gripe about ImportOmatic is the initial learning curve made figuring out how to use it a bit tricky. When we got IOM some 3 years ago and I was setting up my first few imports... that was a somewhat confusing challenge to navigate all the possible options (even with training). Now that I've been using it for a while, they've improved that process quite a bit and I'm able to get even more types of data in than I initially was. I also have several templates built at this point that allow me to get my complex datasets into Raiser’s Edge with minimal need to build a new import every time.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
ImportO Matic Review
Reviewed on 28/2/2019
Pretty good overall, just has a duplicate problem.
Pretty good overall, just has a duplicate problem.
Pros
Its easy to use - user friendly. Easy to train others.
Cons
Sometimes just shuts down out of nowhere. Does not always catch duplicates. Does not catch proper case files and just creates duplicates for them.
Response from Omatic Software
Hi Lauren-
Thanks for taking the time to complete a review for Omatic Software. We value your input!
Our support team would be happy to look at the issues you are having around duplicates. Feel free to reach out to me at [email protected] and I can help set up some time with them.
Thanks,
Marcia
Customer Success Team Lead
- Industry: Fund-Raising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
ImportOmatic is vital for Raiser's Edge
Reviewed on 12/12/2017
The ability to import records into Raiser's Edge more easily and seamlessly than with any other...
The ability to import records into Raiser's Edge more easily and seamlessly than with any other product or Blackbaud feature.
Pros
ImportOmatic is the most flexible and precise importing tool available for Raiser's Edge. It integrates seamlessly and makes possible the importation of both new and established records in Raiser's Edge at the same time. As a Raiser's Edge power user and consultant, my first order of business before beginning any major project in Raiser's Edge is to make sure I have ImportOmatic available.
Beyond the base package of ImportOmatic, the ImportOmatic connector for Luminate Online to Raiser's Edge is the best connector available. I prefer to use this connector over the Blackbaud version as it is much more flexible.
Cons
I wish ImportOmatic did a better job of matching phone NUMBERS to established constituents, rather that just phone TYPES. It is my biggest aggravation with this product, and I hope it is resolved soon. I also find the address scoring feature (for matching an incoming address to a constituent's current address) annoying at times because a +4 on a ZIP code will significantly impact the similarity score between addresses, thereby requiring more "touching" of the record than necessary. That said, ImportOmatic is still way better at both of these types of processing that other products.
- Industry: Higher Education
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Improved Gift Entry
Reviewed on 1/12/2020
The process working with our rep and getting us up and running was pretty smooth. The training was...
The process working with our rep and getting us up and running was pretty smooth. The training was probably the most frustrating trying to find 3 hour blocks of time to get the training and profiles set up. We are actually scheduled for more profile builds for the events and have purchased ScoreOmatic as well and will be getting that set up after the first of the year.
Pros
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.
Cons
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.
Response from Omatic Software
Hi Michele, thanks for leaving us such a wonderful review. We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.
ImportOmatic FAQs
Below are some frequently asked questions for ImportOmatic.Q. What type of pricing plans does ImportOmatic offer?
ImportOmatic offers the following pricing plans:
- Starting from: US$100.00
- Free Trial: Not Available
Contact Omatic Software for detailed pricing information.
Q. Who are the typical users of ImportOmatic?
ImportOmatic has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does ImportOmatic support?
ImportOmatic supports the following languages:
English
Q. Does ImportOmatic support mobile devices?
ImportOmatic supports the following devices:
Q. What other apps does ImportOmatic integrate with?
ImportOmatic integrates with the following applications:
Blackbaud CRM, Blackbaud Raiser's Edge NXT, Classy, ClickBid, Cvent Event Management, Gravity Forms, Mailchimp, Volgistics
Q. What level of support does ImportOmatic offer?
ImportOmatic offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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