ImportOmatic Questions and "How To" Solutions

How to Copy a Dictionary
Product: ImportOmatic Description: This solution discusses how to copy an existing dictionary Version: All Environment: All Answer: Open RE ...
Thu, Jul 6, 2017 at 4:48 PM
How to Delete A Dictionary
Product: ImportOmatic Description: This solution discusses how to delete an existing dictionary Version: All Environment: All Answer: Open RE ...
Thu, Jul 6, 2017 at 4:50 PM
How to Import Memberships and Bypass the Interactive Membership Form
Product: ImportOmatic Description: This solution discusses how to import memberships and eliminate membership processing form interaction Version: All ...
Mon, Oct 14, 2019 at 2:12 PM
How to Prevent New Phones/Emails from being Added as Primary
Product: ImportOmatic Description: This solution discusses how to prevent phones and emails from being added as primary Environment: RE v. 7.95 and above V...
Mon, Oct 14, 2019 at 2:07 PM
How to Mark a Constituent Code as Primary
Product: ImportOmatic Description: This solution describes how to mark a constituent code as primary Environment: All Version: All Answer: 1. Map th...
Mon, Feb 19, 2018 at 2:21 PM
How to Import Non-Constituent Participant Phone and Email Information
You can import phone and email information for new non-constituent participants, but keep in mind this will not work for non-constituent participants that h...
Fri, Nov 10, 2017 at 9:42 AM
How to Update Existing Membership Records
Product: ImportOmatic Description: This article discusses how to update an existing membership record Environment: All Version: All     Answer: In...
Tue, Feb 6, 2018 at 1:32 PM
How Duplicate Criteria Works
Product: ImportOmatic Description: This solution describes how duplicate criteria works Version: All Environment: All Answer: Duplicate criter...
Tue, Dec 11, 2018 at 1:21 PM
How to Import Individual Relationships
ImportOmatic gives you the ability to import several individual relationships at a time. The main constituent is mapped using the Record Type Constituen...
Tue, Jul 9, 2019 at 10:56 AM
Field Mapping Appears Differently After Updating
The IOM profile field mapping structure was updated to Simplified Field Mapping in version 3.4.0.0 This change in the field mapping makes the previous forma...
Wed, Dec 13, 2017 at 11:33 AM