ImportOmatic Questions and "How To" Solutions

How Does Auto-Pick Criteria Selection Process Records for Matching
Product: ImportOmatic Description: This solution describes how auto-pick criteria selections are processed Environment: All Version: All Answer: ...
Wed, Aug 15, 2018 at 12:32 PM
Unable to Create a New Profile Add Button is Grayed Out
Product: ImportOmatic Description: This solution discusses why the Add button is grayed out when attempting to create a new profile Environment: All Versions...
Mon, Aug 20, 2018 at 12:08 PM
What are the Constituent Attribute Settings
Product: ImportOmatic Description: This solution describes the functionality of constituent attribute settings Environment: All Versions: All Answer:...
Thu, Sep 6, 2018 at 9:08 AM
Unable to Export Non-Constituent Records using RE:Export Source
Product: ImportOmatic Description: This solution discusses why non-constituents are not exported using the RE:Export source Environment: All Versions: Al...
Wed, Sep 19, 2018 at 11:05 AM
How to Translate an Incoming Value to Blank Using a Dictionary
Product: ImportOmatic Description: This solution describes how to create a dictionary to translate an incoming value into a blank value Environment: All ...
Tue, Sep 25, 2018 at 8:30 AM
How to Backup Import Profiles
Product: ImportOmatic Description: This solution discusses how to backup IOM profiles Environment: All Versions: All Answer: All components of IO...
Tue, Sep 25, 2018 at 8:45 AM
How to Export Non-Constituents using IOM Export
Product: ImportOmatic Description: This solution describes how to export non-constituents in IOM Export Environment: All Versions: All Answer:  W...
Wed, Nov 20, 2019 at 3:40 PM
Can You Export List Management List Members Through IOM Export
Product: ImportOmatic Description: This solution describes how to export List Management list members in IOM Export Environment: All Versions: All An...
Mon, Oct 1, 2018 at 2:34 PM
How to Turn Off Duplicate Searching To Eliminate Record Matching and Add All Records As New
Duplicate Match Screen Appears When There is No Record Match Product: ImportOmatic Description: This solution describes how to turn off duplicate searchin...
Fri, Oct 12, 2018 at 11:05 AM
Imported Fund Relationship is Overwritten Instead of Added
Product: ImportOmatic Description: This solution describes how to add a new fund relationship instead of updating the existing fund relationship Environme...
Fri, Oct 19, 2018 at 12:33 PM