ImportOmatic Questions and "How To" Solutions

How to Import a Gift Batch Number
Product: ImportOmatic Description: This solution discusses how to import a batch number for gifts Environment: All Version: 2.3 and higher Answer: A ...
Fri, Mar 30, 2018 at 3:56 PM
How to Import Registration Fees
Product: ImportOmatic Description: This solution discusses how to import registration fees Environment: All Version: All Answer: The record type for regis...
Wed, Jun 14, 2017 at 10:33 AM
How to Delete a Gift Imported to the Wrong Constituent Record then Import the Same Gift to the Correct Constituent Record
Product: ImportOmatic Description: This solution discusses changes to existing gift records Environment: All Version: All Answer: It is possible to...
Tue, Oct 22, 2019 at 1:37 PM
How to Disable the Default Authorization Code in a Batch Created Via IOM
Product: ImportOmatic  Description: Instructions on how to turn off the default Authorization Code Setting within ImportOmatic Environment: All Version: 2.3...
Thu, Jun 22, 2017 at 3:51 PM
Does ImportOmatic Allow Record Updating
Product: ImportOmatic Description: This solution discusses the types of records that can be updated via ImportOmatic Environment: All Version: All Answer: ...
Thu, Jun 22, 2017 at 3:56 PM
How to Map Gift of Membership Renewal Notice Send To Information and Special Message
Product: ImportOmatic Description: This solution discusses how to locate the fields for mapping Gift of Membership renewal notices and special messages Envi...
Thu, Jun 22, 2017 at 3:57 PM
What Do the Buttons on the Duplicate Search Matching Results Screen Mean?
Product: ImportOmatic Description: This solution describes what the options are on the duplicate search matching results screen. Environment: All Version: A...
Thu, Jun 22, 2017 at 4:01 PM
How to Include the Current Date in a Virtual Field
Product: ImportOmatic Description: This solution discusses how to include the current date in a virtual field using functions. Environment: All Versions: 2...
Thu, Jun 22, 2017 at 4:05 PM
State Abbreviations for Dictionaries
Product: ImportOmatic Description: State Abbreviations for Dictionaries Environment: All Versions: All Answer: When importing addresses into The Raiser&#x...
Wed, May 13, 2020 at 8:34 AM
How to Identify Which User Last Ran an IOM Profile
Product: ImportOmatic Description: This solution discusses how to identify which user last ran an ImportOmatic profile. Environment: All Version: All Answe...
Thu, Jun 22, 2017 at 4:08 PM