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

  • 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.

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    ImportOmatic

    4.4 (116)
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    Starting Price

    US$100.00
    US$1,250.00
    year

    Pricing Options

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    Free trial
    Free version
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    Features

    13
    108

    Integrations

    8
    25

    Ease of Use

    3.9 (116)
    4.1 (50)

    Value for Money

    4.3 (116)
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    Customer Service

    4.4 (116)
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    Reviews

    Overall rating

    4.4 /5
    (116)
    Value for Money
    4.3/5
    Features
    4.3/5
    Ease of Use
    3.9/5
    Customer Support
    4.4/5

    Already have ImportOmatic?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 116
    Bridget
    Overall rating
    • Industry: Individual & Family Services
    • Company size: 51–200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    IOM changed my work life

    Reviewed on 3/6/2021

    I just love IOM. I am able to get large numbers of gifts into our system quickly during our busiest...

    I just love IOM. I am able to get large numbers of gifts into our system quickly during our busiest time of the year. And we update RE with MailChimp campaign activity, subscribers, unsubscribers, and adding new emails into MailChimp. AND Omatic Support is great - timely, responsive, and so friendly!

    Pros

    The best thing is the auto-matching to existing records, with the ability to set what it matches on and when to ask you about it before importing. Before IOM we used the Net Community part (RELO) and it took FOREVER to one-by-one match records. We have an event that brings in 100s of donations weekly and I could never keep up with processing them. But now with IOM, I am on top of them every single day. And therefore, we are thanking our donors EVERY day! I also LOVE the ability to have things checked on the records depending on how the data comes in, i.e., if a new donor gift with no address, the "has no valid address" box is checked on the record after IOM imports it. So efficient!

    Cons

    The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match. So then I spend the time going into the record to see how they are connected, only to discover that they aren't - it's just an expired address. There's no way to search only on active addresses.

    Michele
    Overall rating
    • Industry: Higher Education
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • 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.

    Lauren
    Overall rating
    • 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

    Clint
    Overall rating
    • 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.

    Judy
    Overall rating
    • Industry: Fund-Raising
    • Company size: 51–200 Employees
    • Used for 2+ years
    • 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.

    Showing 5 reviews of 116 Read all reviews

    ImportOmatic FAQs

    Below are some frequently asked questions for ImportOmatic.

    ImportOmatic offers the following pricing plans:

    • Starting from: US$100.00
    • Free Trial: Not Available

    Contact Omatic Software for detailed pricing information.

    ImportOmatic has the following typical customers:

    11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    ImportOmatic supports the following languages:

    English

    ImportOmatic supports the following devices:

    ImportOmatic integrates with the following applications:

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

    ImportOmatic offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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