ImportOmatic Questions and "How To" Solutions

Addressee and Salutation Information in Virtual Fields
Product: ImportOmatic Description: This solution discusses how to map addressee and salutation information in virtual fields Environment: All Version: 2....
Mon, Aug 19, 2019 at 9:25 AM
How to Import Participant Guests to an Event
Product: ImportOmatic Description: This solution describes how to import participant guests to an event in The Raiser's Edge Environment: All Version...
Mon, Oct 7, 2019 at 9:40 AM
What Do the Buttons on the Advanced Address Processing Screen Mean?
Product: ImportOmatic Description: This solution describes the choices on the advanced address processing screen. Environment: All Version: All Answer: The...
Tue, May 23, 2017 at 10:25 AM
How to Use the Solicit/Constituent Code Removal Character
Product: ImportOmatic Description: This solution discusses how to remove a constituent code or solicit code from a record during an import with the solicit/c...
Tue, May 23, 2017 at 10:29 AM
How Phone Numbers and Email Addresses Import
Product: ImportOmatic Description: This solution discusses how phone numbers and email addresses are imported with ImportOmatic Environment: All Version: A...
Tue, May 23, 2017 at 1:38 PM
How to Import Individual Constituent Names That Are Not Parsed
Product: ImportOmatic Description: This solution discusses how to import a full constituent name that has not been previously parsed in the data file Environ...
Tue, May 23, 2017 at 1:40 PM
How to Create a New Profile in ImportOmatic
Product: ImportOmatic  Description: Instructions on creating a new profile in ImportOmatic Environment: All Version: All Answer: For versions bel...
Mon, Oct 14, 2019 at 11:16 AM
How to Check Boxes on a Constituent Record
Product: ImportOmatic Description: This solution discusses how to affect a check box on a constituent record during the importing process Environment: All...
Mon, Oct 14, 2019 at 11:16 AM
How to Use a Batch Template for Gift Importing
Product: ImportOmatic Description: This solution describes how to use a gift batch template within ImportOmatic Environment: All Version: All Answer:...
Wed, Apr 24, 2019 at 2:11 PM
What are Address Processing Rule Options?
Product: ImportOmatic Description: Address Processing Rules are available under the Profile Navigation pane processing options within each profile in Import...
Mon, Feb 18, 2019 at 11:26 AM