ImportOmatic Questions and "How To" Solutions

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
How to Edit or Delete a Value From a Dictionary
Product: ImportOmatic Description: Dictionaries allow multiple values from a data file to be translated into a single value within RE during the import pr...
Mon, Jul 30, 2018 at 9:40 AM
How To Turn On/Off Side By Side Comparison Utility For Bio Field Change Viewing
Product: ImportOmatic Description: This feature allows you to view any bio field values that are different than the current values for bio fields on the con...
Wed, May 31, 2017 at 3:46 PM
How to Add a Constituent Code when promoting a non-constituent list record
Product: ImportOmatic Description:  Environment: All Versions: All Answer: To add a constituent code when promoting a non-constituent list record yo...
Mon, Oct 14, 2019 at 11:50 AM
How to Import an Action and Link to a Proposal
Product: ImportOmatic Description: This solution describes how to link a proposal to an action Environment: All Version: All Answer: The Proposal ...
Fri, Mar 30, 2018 at 1:53 PM
How Do I Find Training for ImportOmatic and Other Omatic Products?
Product: ImportOmatic Description: This provides information on how to locate training resources and tools on our website for ImportOmatic and other Omatic ...
Wed, Apr 3, 2019 at 10:19 AM
How to Import a Solicitor to Actions
Product: ImportOmatic Description: How to import a solicitor to action records Environment: All Versions: All Answer:  You will need either the solicitor&...
Thu, Jun 1, 2017 at 8:50 AM
How to Import Participants as Non-Constituents and Match on Full Constituents
Product: ImportOmatic Description: This solution discusses importing full and non-constituent participants to an event Environment: All Version: All Answe...
Thu, Jun 1, 2017 at 8:52 AM
How to Import Education Relationships
Product: ImportOmatic Description: This solution describes how to import an education relationship Environment: All Versions: All   Answer:  (Mappi...
Mon, Dec 3, 2018 at 9:13 AM