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".
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to ImportOmatic
Key benefits of ImportOmatic
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to ImportOmatic
Images
Features
Total features of ImportOmatic: 13
Alternatives
Blackbaud Raiser's Edge NXT
eLegere
Lobster_data
CloverDX
Reviews
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- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Indispensable Tool
Reviewed on 21/12/2020
We've been able to achieve our goal of having ALL gift data recorded in Raiser's Edge, not just...
We've been able to achieve our goal of having ALL gift data recorded in Raiser's Edge, not just names and totals. With events of $3 million, it's essential to use this data for more than just the recording of gifts. It's used to import team, participant and area info from Classy which helps us in too many ways to list.
Pros
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.
Cons
I would like to be able to add to the dictionary on-the-fly.
Response from Omatic Software
Hi Donna, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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.
- 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.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
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: 51–200 Employees
- Used for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
ImportOmatic Review
Reviewed on 26/2/2019
We have an annual fundraising event where we sell cards to individuals where those cards can be...
We have an annual fundraising event where we sell cards to individuals where those cards can be used to receive a 20% discount on items purchased at over 750 retailers during a specific 10 day period. The volume of cards sold is huge, and every card sold has the purchaser info contained on the sales form (contact info). The data on each sales form must be entered into Raiser's Edge. Using ImportOmatic to export sales data entry info through our website into a csv file which is then imported using the scheduler tool has been a tremendous time saver and allows the info to flow into Raiser's Edge on a much quicker basis. This gives us access to potential new donors on a much more timely basis for use with our other appeals.
Pros
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.
Cons
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.
- Industry: Nonprofit Organisation Management
- Company size: 201–500 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
The missing interface that you didn't know how much you needed
Reviewed on 1/12/2020
A bit of a learning curve, but way easier to learn then trying to do a manual batch import into RE....
A bit of a learning curve, but way easier to learn then trying to do a manual batch import into RE. I honestly believe blackbaud designed certain aspects of their software to be difficult on purpose, so that you'd spend more money on all the add-ons they provide... That's why omatic has a niche, and I think it's an essential add-on for any organization that uses RaisersEdge. The bonus is it's extensibility to serve as the import interface between pretty much anything and RE.
Pros
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.
Cons
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...
Response from Omatic Software
Hi Clint, thanks for leaving us a review! We're glad that you're pleased with your experience. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. If you have further issues, our Customer Success team would be more than happy to help! Thank you 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:
- 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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