ImportOmatic Questions and "How To" Solutions

How to Import Multiple Event Participants for the Same Constituent
Product: ImportOmatic Description: This solution describes how to import the same constituent multiple times for the same event Environment: All Versions...
Wed, May 2, 2018 at 3:37 PM
How to Soft Credit a Spouse's Gift When Promoting a Non-Constituent Spouse
Product: ImportOmatic Description: This solution discusses the options available for soft crediting the spouse's gifts when promoting a non-constituen...
Thu, May 10, 2018 at 3:17 PM
How to Refresh an Export Source
Product: ImportOmatic Export Description: This solution describes how to refresh an export source Environment: All Versions: 3.2 and above Answer:  ...
Mon, Jul 16, 2018 at 8:56 AM
How to Mark Incoming Phones / Emails as Primary
Product: ImportOmatic Description: This solution discusses how to mark incoming phones and/or emails as primary  Environment: RE v. 7.95 and above Version: ...
Wed, May 16, 2018 at 9:41 AM
How to Map a Letter Code on a Gift Record
Product: ImportOmatic Description: This solution describes how to map a letter code on a gift record Environment: All Version: All Answer: The Raise...
Mon, Jun 4, 2018 at 11:38 AM
Error in Split Gift: Invalid Constituent ID/import ID for soft credit
Product: ImportOmatic Description: Invalid Constituent ID/import ID for soft credit reported when importing soft credit gifts Environment: All Versions: ...
Mon, Jul 9, 2018 at 11:09 AM
How to Reformat Exception File
How to Reformat Exception File Product: ImportOmatic Description: This solution describes how to reformat exception files that populate all data in one co...
Wed, Aug 29, 2018 at 12:32 PM
How to Import Updates to Spouse Last Name Field
Product: ImportOmatic Description: This solution discusses how to import updates to the spouse last name field. Environment: All Version: All Answer: ...
Fri, Jul 27, 2018 at 11:39 AM
How to Sort Dictionary Values
Product: ImportOmatic Description: This solution describes how to sort values within a dictionary. Versions: All Answer:   When you open the dictio...
Mon, Jul 30, 2018 at 9:47 AM
How to Use a Virtual Field to Mark an Action as Completed
Product: ImportOmatic Description: This solution discusses how to use virtual fields to mark an action as complete Environment: All Version: 2.0.0.12 and ...
Mon, Jul 30, 2018 at 11:48 AM