ImportOmatic Questions and "How To" Solutions

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
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...
Fri, Jul 1, 2022 at 12:19 PM
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