ImportOmatic Questions and "How To" Solutions
Product: ImportOmatic Description: This solution discusses how to link gifts from a different donor to a participant record as an "Other Donation"...
Thu, Apr 6, 2023 at 5:00 PM
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
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
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
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
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
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
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
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
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