The Omatic data and address service provides name variants and address formatting for use in duplicate searching when selected in Constituents - Duplicate Search and address formatting for address standardization when selected in Addresses. Name variants/address formatting for use in duplicate searching simply makes the duplicate search more comprehensive and does not alter the data that is being imported.
For example, if the data file contains the name Robert, that name is submitted and variants such as Bob, Rob, Bobby, Robby, etc are returned.
Address formatting will change the imported data to conform to USPS data standards (US and Canadian addresses only).
For example, if the data file contains the address 123 North Main Street, that address is submitted and the standardized format 123 N. Main St. is returned.
The Omatic data and address service is “in the cloud” and does not require any additional software to be installed. Internet access is required to utilize the Omatic data and address service. A browser is required to view usage.
All organizations receive 3000 free uses or “hits” to the service annually. Your annual subscription starts on the date of your first usage and renews on the next anniversary date. For subscription questions or to increase your subscription level, contact your Omatic Software account manager at Sales@OmaticSoftware.com or 888-662-8426, option 1.
How to use the service
You can elect to use the service by selecting the option Use the Omatic Service to find name variants for duplicate searching in Constituents - Duplicate Search or by selecting the option Format addresses using the Omatic Service in Addresses. If either option is selected the message Omatic data and address service in use is displayed in both the profile (all screens) and in the import dialog.
How usage is counted
Each row that contains first name or address data and calls the service for name variants/address formatting for duplicate search purposes or that contains address data and calls the service for address formatting counts as one use.
If a profile is configured for both name variants and address formatting and a row calls the service for both name variants/address formatting for duplicate search purposes and for address formatting, usage is counted as a single use even though it is using the service twice for the row.
If a row does not use the service or if it generates an exception prior to using the service it does not count as a use. Usage is counted for each row using the service even if the import is not committed.
Please use the following link to locate the ImportOmatic User Guide for additional information.