ImportOmatic Questions and "How To" Solutions

How to Import to the General Area of the Volunteer Tab
Product: ImportOmatic Description: This solution discusses importing to the general area of the volunteer record Environment: All Version: 2.6 and higher A...
Wed, May 31, 2017 at 3:24 PM
How to Mark an Education Relationship as Primary When an Education Relationship Already Exists on the Record
Product: ImportOmatic Description: This solution discusses marking a newly imported education record as primary when an education record already exists on t...
Fri, Mar 30, 2018 at 3:38 PM
How to Delete a Profile
Product: ImportOmatic Description: Instructions on deleting a profile in ImportOmatic Environment: All Version: All Answer: Highlight a profile and click ...
Mon, Jun 12, 2017 at 11:51 AM
How Do I Stop an Import Before it Finishes? Can I Re-start it Later?
Product: ImportOmatic Description: This solution discusses how to stop an import before it has finished Environment: All Version: All Answer: To terminate...
Wed, May 31, 2017 at 3:25 PM
Do I Need a Constituent Identifier if I Have the Import ID of the Address/Action/Education Relationship That I Wish to Update?
Product: ImportOmatic Description: Do I need a Constituent identifier if I have the Import ID of the address/action/education relationship, etc that I wish ...
Wed, May 31, 2017 at 3:26 PM
Proposal Matching
Product: ImportOmatic Description: This solution discusses how ImportOmatic matches on Prospect Proposals Environment: All Version: All Answer: ImportOmat...
Tue, Feb 2, 2021 at 11:45 AM
How to Add a Constituent Code to New Records Only
Product: ImportOmatic Description: This solution describes how to add a constituent code to new records only during an import Environment: All Version: All ...
Tue, Feb 23, 2021 at 9:31 AM
How to Automatically Add Packages to Appeals When Importing Gifts to Batch
Product: ImportOmatic Description: This solution discusses the check box option for the automatic addition of packages to appeals found in the processing ru...
Wed, May 31, 2017 at 3:34 PM
How to Link Gifts to an Event as Other Donations
Product: ImportOmatic Description: This solution discusses how to link gifts from a different donor to a participant record as an "Other Donation"...
Wed, May 31, 2017 at 3:35 PM
How To Add or Remove a Column Within an Existing Profile
Product: ImportOmatic Description: This solution discusses how to make edits to existing profiles when a column needs to be removed or added in order to ens...
Mon, Oct 14, 2019 at 1:42 PM