ImportOmatic Questions and "How To" Solutions
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
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
Product: ImportOmatic Description: This solution discusses how to copy the constituent's address to a new spouse, individual, and/or organization relatio...
Tue, May 30, 2017 at 11:43 AM
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
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
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
Product: ImportOmatic Description: This solution describes how to import non-constituent participants to an event in The Raiser's Edge Environment: Al...
Tue, Mar 6, 2018 at 5:43 PM
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
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
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