ImportOmatic Questions and "How To" Solutions

How to Copy the Constituent Address to a New Relationship Record
Product: ImportOmatic Description: This solution discusses how to copy the constituent's address to a new spouse, individual, and/or organization relati...
Tue, May 30, 2017 at 11:43 AM
What is the Omatic Data and Address Service
Product: ImportOmatic Description: This solution discusses the new Omatic data and address service Environment: All Version: 2.3 and higher Answer: The ...
Fri, May 29, 2020 at 10:37 AM
How to Populate the Marketing Source Code Field on a Gift Record
Product: ImportOmatic Description: This solution discusses how to populate the marketing source code field on a gift record Environment: All Version: All...
Fri, Jan 12, 2018 at 1:51 PM
How to Map an Address Import ID
Product: ImportOmatic Description: This solution describes how to map an address import id Environment: All Version: 2.0 and Higher Answer: For v...
Fri, Jan 12, 2018 at 1:56 PM
How to Import a Non-Constituent as a Participant to an Event
Product: ImportOmatic Description: This solution describes how to import non-constituent participants to an event in The Raiser's Edge Environment: A...
Tue, Mar 6, 2018 at 5:43 PM
How to Map a Soft Credit
Product: ImportOmatic Description: This solution describes how the map a soft credit Environment: All Version: All Answer: The constituent ID or ...
Thu, May 10, 2018 at 3:19 PM
How to Change the Default Error and Exception File Path
Product: ImportOmatic Description: This solution discusses how to change the default error and exception file path. Environment: All Versions: All Answer: ...
Wed, May 31, 2017 at 3:03 PM
How to Link an Existing Gift to a Membership
Product: ImportOmatic Description: This solution discusses how to link an existing gift to a membership Environment: All Version: All Answer: This functio...
Wed, May 31, 2017 at 3:18 PM
How to Link an Existing Gift to an Event
Product: ImportOmatic Description: This solution discusses how to link an existing gift to an event Environment: All Version: All Answer: The Gif...
Tue, Mar 6, 2018 at 5:37 PM
What is Included in the Summary Email From IOM When Import is Complete?
Product: ImportOmatic Description: This solution describes what can be found in the body of the confirmation email Environment: All Version: All Answe...
Wed, May 31, 2017 at 3:23 PM