ImportOmatic Questions and "How To" Solutions

How to Import a Solicit Code
Product: ImportOmatic Description: This solution discusses how to import solicit code data Versions: All Answer:  Map the column from your data file th...
Thu, Sep 2, 2021 at 8:55 AM
How To Auto-Pick Using Similarity Scoring
Product: ImportOmatic Description: Instructions on how to auto-pick using the scoring option Environment: All Version: All Answer: ImportOmatic can a...
Wed, Jan 19, 2022 at 4:11 PM
How to Update Existing Email or Phone Number
Product: ImportOmatic Description: Instructions on how to update an existing email and/or phone number Environment: All Version: All Answer: To update ...
Thu, Jun 9, 2022 at 8:01 AM
How To Add Multiple Values to a Dictionary at Once
Product: ImportOmatic Description: Instructions on how to copy and paste values to a dictionary in mass Environment: All Version: All Answer: You will ...
Fri, Aug 19, 2022 at 1:18 PM
How to Update an Existing Constituent Record
Product: ImportOmatic Description: Instructions on how to update an existing constituent record Environment: All Version: All Answer: When updating a cons...
Wed, Sep 7, 2022 at 9:17 AM
How to Assign a Non-System Generated Finder Number
Product: ImportOmatic List Management Description: This solution describes how to assign an outside finder number to list members or full constituent record...
Thu, Oct 27, 2022 at 1:17 PM
How to Export a Barcode for List Records
Product: List Management Description: Discusses how to assign barcodes to list records  Environment: All Version: All Answer: Please try a setup simila...
Wed, Feb 15, 2023 at 1:17 PM