ImportOmatic Questions and "How To" Solutions

How to Export a Dictionary
Product: ImportOmatic Description: This solution describes how to export a dictionary Environment: All Version: 2.7 and above Answer: Export: ...
Tue, Jul 16, 2019 at 9:02 AM
How to Apply Default Sets to ImportOmatic Imports
Product: ImportOmatic Description: How to apply default sets to ImportOmatic imports Environment: All Versions: All Answer:  Default sets allow y...
Mon, Oct 14, 2019 at 9:08 AM
Can IOM automatically close open Declarations when importing in new ones?
Product: ImportOmatic Description: Can IOM automatically close open Declarations when importing in new ones?  Environment: All Version: All Answer: Yes. T...
Fri, Jun 9, 2017 at 11:47 AM
How to Create a Default Set within RE
Product: ImportOmatic Description: This solution discusses how to create a default set within RE. Environment: All Versions: All Answer:  Defa...
Tue, Jun 25, 2019 at 2:57 PM
How to Import Multiple Constituent Codes
Product: ImportOmatic Description: This solution will discuss how to import multiple constituent codes Environment: All Versions: All  Answer: To...
Thu, Jan 11, 2018 at 2:00 PM
How to Import Gift Amendments
Product: ImportOmatic Description: This solution describes how to import gift amendments Environment: All Version: 2.4 and higher Answer: All gift...
Tue, Jan 29, 2019 at 4:10 PM
How to Export Data in .CSV Format From Blackbaud Sphere
Product: ImportOmatic Description: How to export data in.CSV format from Blackbaud Sphere Environment: All Versions: All Answer: Often our clients have qu...
Mon, May 22, 2017 at 4:17 PM
What is the "Base File" in the ImportOmatic Profile and Can it be Changed?
Product: ImportOmatic Description: What is the base file in the ImportOmatic profile and can it be changed? Environment: All Versions: 2.2.5 and earlier Ans...
Mon, May 22, 2017 at 4:19 PM
Can ImportOmatic Update Gifts?
Product: ImportOmatic Description: This solution discusses importing gift adjustments Environment: All Version: All Answer: Note: In versions prev...
Thu, Mar 7, 2019 at 1:41 PM
How to Map Notepads
Product: ImportOmatic Description: This solution describes how to map notepads in a profile Environment: All Versions: All Answer:  The value you...
Fri, Dec 29, 2017 at 10:43 AM