ImportOmatic Questions and "How To" Solutions

How to Import Pledges
Product: ImportOmatic Description: This solution explains what fields are needed when importing pledges. Environment: All Version: All Answer: When ...
Mon, Feb 26, 2018 at 12:58 PM
What is the Duplicate Similarity Score
Product: ImportOmatic Description: This solution discusses the new duplicate similarity score in Auto-pick Environment: All Version: 2.3 and higher Answ...
Mon, May 22, 2017 at 6:08 PM
How to Import Participants to an Event
Product: ImportOmatic Description: This solution describes how to import participants to an event in The Raiser's Edge Environment: All Version: All...
Wed, Sep 8, 2021 at 7:59 AM
How to Link Gifts to an Event as Registration Fees
Product: ImportOmatic Description: This solution discusses how to link gifts as registration fees for an event Environment: All Version: All Answer: For...
Tue, Aug 13, 2019 at 2:34 PM
How to Remove Constituent Attributes Using ImportOmatic
Product: ImportOmatic Description: This solution describes how to remove constituent attributes during an import Environment: All Version: All Answer: Fir...
Fri, Jan 12, 2018 at 1:36 PM
How to Import Assigned Constituent Appeals
Product: ImportOmatic Description: This solution discusses how to import an appeal to a constituent record. Environment: All Versions: All Answer: ...
Thu, Jun 20, 2019 at 7:52 AM
How to Map Attributes
Product: ImportOmatic Description: This solution describes how to map attributes in a profile Environment: All Versions: All Answer: Note: The att...
Fri, Dec 29, 2017 at 10:36 AM
How To Automatically Add Table Values To Existing Tables During Import Processing
Product: ImportOmatic Description: This solution describes how use the option to allow table values to be added automatically during the import process. En...
Tue, Jun 25, 2019 at 3:01 PM
How to Import Organization Relationships
Product: ImportOmatic Description: This solution describes how to import organization relationships Environment: All Version: All Answer: ImportOm...
Tue, Jul 9, 2019 at 10:58 AM
What are Special or Escaped Characters and How to Use Them to Import Notepad Data
Product: ImportOmatic Description: This solution discusses how to use special characters for constituent, education, and gift notepad data being imported th...
Mon, Oct 14, 2019 at 1:41 PM