ImportOmatic Questions and "How To" Solutions

How to Locate the Trace Log
Product: ImportOmatic Description: This solution discusses how to locate the trace log Environment: All Version: 3.0 and higher Answer: 1. Open Th...
Wed, Dec 20, 2017 at 8:36 AM
Is ImportOmatic compatible with GDPR and Raiser's Edge Consent functionality?
The General Data Protection Regulations (GDPR) for European residents will take effect on 25 May 2018. These increased regulations are designed to ensure ut...
Wed, Dec 20, 2017 at 9:44 AM
How To Prevent Overwriting the Addressee/Salutation When Importing
Product: ImportOmatic Description: Discusses how to prevent overwriting addressee/salutation when importing Environment: All Version: 3.5.0.25 Answer:...
Mon, Oct 14, 2019 at 1:19 PM
How to Import Comments into the Education Relationship
Product: ImportOmatic Description: This solution discusses importing to the Major/Minor comments field of an Education/School record. Environment: All Ve...
Fri, Jan 26, 2018 at 11:55 AM
How to Mark a Constituent Record with a "No Valid Addresses" Check Box
Product: ImportOmatic Description: This article discusses how to mark a constituent record as having no valid address Environment: All Version: All ...
Fri, Jan 26, 2018 at 2:45 PM
How To Update a Constituent Code Without Updating the Date From Field
Product: ImportOmatic Description: This article discusses how to update a constituent code without changing the date from Environment: All Version: All ...
Mon, Oct 14, 2019 at 1:14 PM
How to Mark a Check Box on a Constituent Record
Product: ImportOmatic Description: This solution discusses how to affect a check box on a constituent record during the importing process Environment: All...
Tue, Feb 6, 2018 at 12:34 PM
How to Map an Action Notepad
Product: ImportOmatic Description: This article discusses how to properly map an action notepad Environment: All Version: All     Answer: To ma...
Mon, Oct 14, 2019 at 1:11 PM
How to Map Consent Fields
Product: ImportOmatic Description: This solution describes how to map consent fields Environment: All Versions: RE 7.96 patch 8 and higher and IOM 3.5.1.0...
Mon, Feb 12, 2018 at 9:27 AM
How to Update Phone Type and Email Type
Product: ImportOmatic Description: This solution describes how to update phone type and email type Environment: All Versions: 3.5.1.0 and higher Answer:...
Mon, Feb 12, 2018 at 10:29 AM