ImportOmatic Questions and "How To" Solutions

How to Import Using the Output Exceptions.csv File
Product: ImportOmatic Description: This solution describes how to import using the output exceptions.csv file Environment: All Version: All Answer: 1. Lo...
Mon, Aug 6, 2018 at 1:31 PM
How to Update the Letter Code on an Existing Gift
Product: ImportOmatic Description: This solution discusses updating the letter code of an existing gift Environment: All Version: All Answer: Currently, ...
Tue, Aug 7, 2018 at 1:12 PM
How to Import and Map Action Attributes
Product: ImportOmatic Description: This solution describes how to map action attributes in a profile Environment: All Versions: All Answer: For fu...
Tue, Aug 7, 2018 at 1:38 PM
How to Map and Import Actions
Product: ImportOmatic Description: This solution describes how to map actions for import Environment: All Versions: All Answer: Actions may be map...
Wed, Aug 18, 2021 at 8:28 AM
How to Select Which Phone Type is Updated When Importing Multiple Phone Types
Product: ImportOmatic Description: This solution discusses selecting specific phone types for updating when importing multiple phone types Environment: Al...
Wed, Aug 8, 2018 at 8:51 AM
How Gift Dates are Assigned when Incoming Gift Date Field is Blank
Product: ImportOmatic  Description: This solution explains how gift dates are assigned when incoming gift date field is blank. Environment: All Version: All...
Wed, Aug 15, 2018 at 1:43 PM
How to Populate a Constituent Code Based on Another Field Value
Product: ImportOmatic Description: This solution describes how to populate a constituent code based on another field value Environment: All Version: All ...
Wed, Aug 15, 2018 at 11:39 AM
How to Import to the Gift Reference Number Field
Product: ImportOmatic Description: This solution describes how to import to the gift reference number field Environment: All Version: All Answer: ...
Wed, Aug 15, 2018 at 1:17 PM
How to Mark New Gifts as Receipted and Acknowledged
Product: ImportOmatic Description: This solution describes how to import gifts as receipted and acknowledged directly to the constituent record or to a gif...
Wed, Aug 15, 2018 at 1:12 PM
How to Update Existing Fund Relationships
Product: ImportOmatic Description: This solution describes how to update existing fund relationships Environment: All Version: All Answer: In ord...
Wed, Aug 15, 2018 at 12:49 PM