ImportOmatic Questions and "How To" Solutions

How to Add Address Attributes
Product: ImportOmatic Description: This solution describes how to import address attributes Environment: All Version: 2.3 and hig...
Thu, Aug 5, 2021 at 4:12 PM
How Do I Bring in New Birth Date Information Without Overwriting the Existing Information Before Previewing
Product: ImportOmatic Description: This solution describes how to view the birth date field prior to updating or overwriting the current contents of the fie...
Mon, Jun 26, 2017 at 3:30 PM
How to Import an Education Relationship Note
Product: ImportOmatic Description: This solution describes how to map education relationship notes in a profile Environment: All Versions: All Answer:  Th...
Mon, Jun 26, 2017 at 3:30 PM
How to Include the Current Date on a Column in the Field Map of a Profile
Product: ImportOmatic Description: This solution discusses how to include the current date in field mapping as a value using functions. Environment: All Ve...
Fri, Oct 18, 2019 at 10:33 AM
How to Identify Which User Created or Last Updated an IOM Profile
Product: ImportOmatic Description: This solution discusses how to identify which user created or updated an ImportOmatic profile. Environment: All Version: ...
Mon, Jun 26, 2017 at 3:31 PM
How to Always Add a New Address
Product: ImportOmatic Description: This solution describes how to always add a new address, regardless of the similarity score Environment: All Version: 2.3...
Mon, Oct 14, 2019 at 11:50 AM
How to Get a Second ImportOmatic License Key for an Additional Production Database
Product: ImportOmatic Description: This solution discusses How to get an additional license key for a secondary RE database Environment: All Version: All A...
Tue, Jun 27, 2017 at 11:02 AM
How to Make IOM Use the Default Batch Settings when Creating a Gift Batch
Product: ImportOmatic Description: This solution describes how to ImportOmatic works with Default Gift Batch Settings Environment: All Version: All Answer:...
Tue, Jun 27, 2017 at 11:03 AM
Can ImportOmatic Alert About the Overpayment of a Pledge or Recurring Gift
Product: ImportOmatic Description: This solution discusses how IOM handles the overpayment of pledges and recurring gifts Environment: All Version: All An...
Tue, Jun 27, 2017 at 11:05 AM
How to Update or Unmark the Deceased Flag on Constituent Records
Product: ImportOmatic Description: This solution provides information regarding affecting the deceased check box on a constituent record through the import...
Tue, Jun 27, 2017 at 11:06 AM