ImportOmatic Questions and "How To" Solutions

How to Prevent Other Users from Changing Mapping in Profiles
Product: ImportOmatic Description: This solution discusses how to limit user access to IOM configuration Environment: All Version: All Answer: Please foll...
Thu, Jun 22, 2017 at 4:11 PM
How to Promote a Non-Constituent Relationship to a Full Constituent
Product: ImportOmatic Description: This solution describes how to promote a non-constituent relationship to a full constituent during the import process. En...
Fri, Dec 7, 2018 at 7:49 AM
How to Filter the Query List
Product: QueryOmatic  Description: This solution discusses how to filter the query list Environment: All  Versions: All  Answer: Type - Select...
Thu, Jun 22, 2017 at 4:14 PM
How to Link a Proposal to an Action
Product: ImportOmatic Description: This solution describes how to link a proposal to an action during import Environment: All Version: All Answer: Propos...
Mon, Jun 26, 2017 at 2:40 PM
What Are the Minimum RE Security Rights Required to Import via ImportOmatic
Product: ImportOmatic Description: This solution discusses RE Security Rights Required to Import via ImportOmatic Environment: All Version: All Answer: A...
Mon, Jun 26, 2017 at 2:43 PM
How to Update a Volunteer Job Assignment
Product: ImportOmatic Description: This solution discusses how to update a job assignment with ImportOmatic Environment: All Version: 2.6 and higher Answer...
Mon, Oct 14, 2019 at 1:47 PM
How to Update the Birth Date Field For Existing Records
Product: ImportOmatic Description: Provides information on ensuring settings are correct to allow updates to the birth date field Environment: All Version: ...
Mon, Jun 26, 2017 at 2:45 PM
How to Add Country Table Values
Product: ImportOmatic Description: This solution discusses adding country table values during importing Environment: All Version: All Answer: Adding a cou...
Mon, Jun 26, 2017 at 2:46 PM
How to Match on Non-Constituent Participants Using the Duplicate Matching Screen
Product: ImportOmatic Description: This solution discusses the duplicate matching screen functionality in regard to matching non-constituent participant rec...
Mon, Jun 26, 2017 at 2:47 PM
How to Match to a Specific Existing Bank when Importing Bank Information on Gift Imports
Product: ImportOmatic Description: This solution describes how to make bank information specific for matching to existing banks when importing Environment: ...
Fri, Oct 18, 2019 at 10:40 AM