ImportOmatic Questions and "How To" Solutions
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
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
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
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
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
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
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
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
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
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