ImportOmatic Questions and "How To" Solutions

How to Stop the Post Date from Defaulting to the Import Date
Product: ImportOmatic Description: This solution discusses how to change the post date on a gift record Environment: All Version: All Answer: To stop the ...
Wed, Jun 14, 2017 at 10:06 AM
What is the Naming Convention for the Files that ImportOmatic Can Output?
Product: ImportOmatic Description: This solution discusses the naming convention for the files that IOM outputs Environment: All Version: All Answer: Impo...
Wed, Jun 14, 2017 at 10:11 AM
How Do I Request New Functionality in IOM?
Product: ImportOmatic Description: This solution discusses how to request new functionality in ImportOmatic Environment: All Version: All Answer: You can...
Wed, Jun 14, 2017 at 10:12 AM
How to Copy a Profile
Product: ImportOmatic Description: Instructions on how to copy a profile Environment: All Version: All Answer: If you need to create...
Thu, Aug 19, 2021 at 10:59 AM
How to Remove Leading Zeros from Constituent IDs
Product: ImportOmatic Description: This solution describes how to remove a string of leading zeros on a constituent id during importing Environment: All Ver...
Wed, Jun 14, 2017 at 10:14 AM
How to Locate the Latest Version of ImportOmatic
Product: ImportOmatic Description: This solution describes how to locate the latest version of ImportOmatic Environment: All Version: All Answer: T...
Wed, Oct 18, 2017 at 4:49 PM
Why are Some of the Tabs Such as Gifts and Relationships Missing When I Open a Record From the Duplicate Search Matching Screen?
Product: ImportOmatic Description: This solution describes why one may see a limited view of a constituent record when opened from the duplicate search ma...
Wed, Jun 14, 2017 at 10:30 AM
How to Map Gift Benefits
Product: ImportOmatic Description: This solution discusses how to map gift benefits. Environment: All Versions: All Answer: You must map the actual gift b...
Mon, Jul 12, 2021 at 7:57 AM
How to Allow RE to Assign Constituent IDs Instead of Self Assignment through ImportOmatic
Product: ImportOmatic Description: This provides information on how to allow The Raiser's Edge to assign constituent ids instead of assigning them in y...
Wed, Jun 14, 2017 at 2:16 PM
Which Unique Identifiers Can be Used to Locate Existing Constituent Records through ImportOmatic
Product: ImportOmatic Description: This provides information on which unique identifiers can be used to locate existing constituent records when importing w...
Wed, Jan 24, 2018 at 1:32 PM