ImportOmatic Overview

What is 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".

ImportOmatic Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Omatic Software for detailed pricing information.


ImportOmatic Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

ImportOmatic Main Screen
ImportOmatic Profile Page
ImportOmatic screenshot: ImportOmatic Main Screen ImportOmatic screenshot: ImportOmatic Profile Page

ImportOmatic Reviews

ImportOmatic Reviews

Overall rating
4.4
/
5
Excellent
53

Very good
45

Average
11

Poor
1

Terrible
0

Value for Money
4.3
Features
4.3
Ease of Use
3.8
Customer Support
4.4
89% recommended this app
Stephanie U.

Automatic omatic

Not pushy sales people. Willing to show demos and answer questions. Product set up was quick, perhaps too quick. Would have liked the trainer to follow back up with us after our trainings as once we started using the product, we had questions.


Michelle N.

Importing Made Simple

Overall, my experience with Omatic software has been and continues to be great. The customer service is awesome and prompt. I would recommend this software to others because of the customer service and the ease of use of the software.


Verified Reviewer

it has been extremely difficult

Update – we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional services involved to assist with resolving omatic group-sync issues.

currently seeking professional services combination of RELO and Omatic, as these issue remain unresolved with support.

- Run RELO at the same time as Luminate Connector – as the omatic group sync profile is causing too many problems to list
- Can either of these tools bring registrants into the events module, prior to bringing the donations over?
- Can either of these tools prevent the runaway duplicate situation in Luminate Online? I suspect once group sync profile is fixed, this will resolve itself
- Can either of these tools bring constituents over who have not yet made a donation, rather signed up for a newsletter? The omatic constituent import is not working because group sync has overwritten Country from Canada to Cnd and there are thousands of updates (errors) to click through to find one new genuine newsletter subscriber.
- What happens to all the monthly donors that were set up with omatic? a return to RELO would break all those subscribers connections to the original recurring gift.
- Creating an email group takes 3 hours for 30000 records, everytime annual giving wants to send an email – Omatic says that the only resolution is getting faster internet (RE is hosted by Concourse and Luminate Online is hosted by Blackbaud), who needs faster internet?


Lindsay B.

Import Omatic

Pretty good. Help has been quite responsive and I am glad that for the most part they take the reigns.


Josh C.

ImportOmatic review

We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data. We also use it for data cleanup - export data from RE, manipulate it in the spreadsheet, and then reimport it to clean up the records.


Stephanie U.
Industry: Nonprofit Organisation Management
Company size: 11-50 Employees

Automatic omatic

Used Weekly for 2+ years
Reviewed on 1/12/2020
Review Source: Capterra

Not pushy sales people. Willing to show demos and answer questions. Product set up was quick, perhaps too quick. Would have liked the trainer to follow back up with us after our trainings as once we started using the product, we had questions.

Pros

My organization uses three omatic products. They have continued to show their understanding of our industry and design their products so they are easy to use. The product we have been using the longest is Record Radar. If your fundraisers like to visit geographic areas and want to know who else they can visit, this is the tool you need!

Cons

They are not pushy at all with their products and I wish they would be more! By this, I mean that I wish I would have purchased this sooner as it has made a world of difference with our data processing team. I do think their implementation could have gone a bit different for import-o-matic.

Response from Omatic Software

Hi Stephanie, 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michelle N.
Industry: Higher Education
Company size: 1,001-5,000 Employees

Importing Made Simple

Used Weekly for 2+ years
Reviewed on 1/12/2020
Review Source: Capterra

Overall, my experience with Omatic software has been and continues to be great. The customer service is awesome and prompt. I would recommend this software to others because of the customer service and the ease of use of the software.

Pros

The most impactful feature of Import-omatic is the ability to create templates that I can reuse. This takes the guesswork out of determining if I have all that I need to run an import and saves a tremendous amount of time. The product is very user-friendly and integration with existing business processes was seamless.

Cons

I think the most difficult part of using Import-omatic is the regular expressions area of the dictionary. It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly.

Response from Omatic Software

Hi Michelle, 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Nonprofit Organisation Management
Company size: 11-50 Employees

it has been extremely difficult

Used Weekly for 1+ year
Reviewed on 15/2/2019
Review Source: Capterra

Update – we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional services involved to assist with resolving omatic group-sync issues.

currently seeking professional services combination of RELO and Omatic, as these issue remain unresolved with support.

- Run RELO at the same time as Luminate Connector – as the omatic group sync profile is causing too many problems to list
- Can either of these tools bring registrants into the events module, prior to bringing the donations over?
- Can either of these tools prevent the runaway duplicate situation in Luminate Online? I suspect once group sync profile is fixed, this will resolve itself
- Can either of these tools bring constituents over who have not yet made a donation, rather signed up for a newsletter? The omatic constituent import is not working because group sync has overwritten Country from Canada to Cnd and there are thousands of updates (errors) to click through to find one new genuine newsletter subscriber.
- What happens to all the monthly donors that were set up with omatic? a return to RELO would break all those subscribers connections to the original recurring gift.
- Creating an email group takes 3 hours for 30000 records, everytime annual giving wants to send an email – Omatic says that the only resolution is getting faster internet (RE is hosted by Concourse and Luminate Online is hosted by Blackbaud), who needs faster internet?

Pros

the promise of ease and time saving sounded great, unfortunately that has not been our experience

Cons

Luminate Connector is NOT a time saving tool, and profiles still not working months after implementation

Response from Omatic Software

We are sorry to hear that you've had some issues with the Luminate Online connector. The entire Omatic team is committed to working through these problems with you. Please feel free to reach out to me at [email protected] if you would like to discuss your concerns in depth. I'm happy to help!
Marcia

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Lindsay B.
Industry: Nonprofit Organisation Management
Company size: 501-1,000 Employees

Import Omatic

Used Weekly for 1+ year
Reviewed on 1/12/2020
Review Source: Capterra

Pretty good. Help has been quite responsive and I am glad that for the most part they take the reigns.

Pros

Importing and exporting complete data sets - of constituents, gifts, and survey responses - to/from Raisers Edge and Luminate.

Cons

Adding and changing import/export criteria/fields can be cumbersome.

Response from Omatic Software

Hi Lindsay, 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Josh C.
Industry: Higher Education
Company size: 501-1,000 Employees

ImportOmatic review

Used Daily for 2+ years
Reviewed on 21/12/2020
Review Source: Capterra

We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data. We also use it for data cleanup - export data from RE, manipulate it in the spreadsheet, and then reimport it to clean up the records.

Pros

We've used ImportOmatic for years to streamline our import processes - rather than having to use several different RE processes, we can use a single file and a single import process to add/update records. The ability to set up import dictionaries and use the API to manipulate the imported data is tremendously useful.

Cons

I don't have much in the way of cons. ImportOmatic does a great job of addressing some core weaknesses of RE. It's allowed us to function with RE without having to maintain our own custom solutions.

Response from Omatic Software

Hi Josh, 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.5/10
Based on 110 user ratings
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ImportOmatic Pricing

ImportOmatic Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Omatic Software for detailed pricing information.

Contact Omatic Software for detailed pricing information.

Value for Money
4.3/5
Based on 110 user ratings
Compare value for money rating with alternatives
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ImportOmatic Features

ImportOmatic Features

API
Access Control
Activity Dashboard
Activity Tracking
Alerts / Escalation
Auditing
Automatic Notifications
Collaboration Tools
Compliance Management
Data Import/Export
Data Visualisation
Drag & Drop Interface
Monitoring
Real Time Data
Real Time Monitoring
Reporting & Statistics
Role-Based Permissions
Search Functionality
Third Party Integration
Workflow Management
Features
4.3/5
Based on 110 user ratings
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Categories

Additional information for ImportOmatic

Additional information for ImportOmatic

Key features of ImportOmatic

  • Advanced duplicate scoring algorithm
  • Auto-select parameters
  • Bi-directional data import/export capabilities
  • Data export
  • Data import
  • Data migration
  • Data scoring
  • Data search
  • Duplicate management
  • Import from any data source
  • List management
  • Multiple matching options
  • Open technology framework
  • Queries
  • Reset field mapping
  • Scoring settings
  • Searchable online user documentation
  • Standardizes and cleans data during import
  • Virtual fields

Benefits

  • Standardize and cleanse data during import or minimize duplicate records with advanced integration to help save time, money and truly leverage technology investments.

  • ImportOmatic redefines efficient with baked-in intelligence to clean data, smart profiles for tailored processing, and new connectors that make import and export one-step process.

  • Drill down or set up a scheduled import with ImportOmatic, and stay on top of every detail.

  • ImportOmatic Connectors make it possible to move data to and from 3rd party tools like Mailchimp, Classy, and DonorDrive in a single step.

  • Import and export data from any source quickly and easily.

  • ImportOmatic FAQs

    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:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Omatic Software for detailed pricing information.

    Q. What are the main features of ImportOmatic?

    ImportOmatic offers the following features:

    • Advanced duplicate scoring algorithm
    • Auto-select parameters
    • Bi-directional data import/export capabilities
    • Data export
    • Data import
    • Data migration
    • Data scoring
    • Data search
    • Duplicate management
    • Import from any data source
    • List management
    • Multiple matching options
    • Open technology framework
    • Queries
    • Reset field mapping
    • Scoring settings
    • Searchable online user documentation
    • Standardizes and cleans data during import
    • Virtual fields

    Q. Who are the typical users of ImportOmatic?

    ImportOmatic has the following typical customers:

    Non Profit

    Q. What languages does ImportOmatic support?

    ImportOmatic supports the following languages:

    English

    Q. Does ImportOmatic support mobile devices?

    We do not have any information about what devices ImportOmatic supports

    Q. What other apps does ImportOmatic integrate with?

    ImportOmatic integrates with the following applications:

    Blackbaud CRM, Classy, ClickBid, Cvent, Gravity Forms, Mailchimp, Raiser's Edge NXT, Volgistics

    Q. What level of support does ImportOmatic offer?

    ImportOmatic offers the following support options:

    Phone Support, Online Support, Forum, Knowledge Base, Video Tutorials