ImportOmatic Questions and "How To" Solutions

How to Map a Solicitor to a Gift Record
Product: ImportOmatic Description: This solution describes how the map a solicitor to a gift record while importing Environment: All Version: All Answer: ...
Wed, Jun 14, 2017 at 2:17 PM
How to Mark Phone Numbers or Email Addresses as Do Not Contact
Product: ImportOmatic Description: This solution describes how to indicate phone numbers and email addresses as Do Not Contact during import Environment: Al...
Wed, Jun 14, 2017 at 2:18 PM
How to Import Pledge Payments
Product: ImportOmatic Description: This solution explains how to import pledge payments. Environment: All Versions: All Answer:  If you are taking the gif...
Wed, Jun 14, 2017 at 3:53 PM
How To Import Multiple Address Records
Product: ImportOmatic Description: In order to add multiple addresses to a Constituent record, multiple passes are required when using ImportOmatic. This so...
Wed, Jul 3, 2019 at 3:03 PM
How to Map a Profile to Import Canvassers / Solicitors to Actions
Product: ImportOmatic Description: How to map a profile to import a canvasser / solicitor to action records  Environment: All Versions: All Answer:  ...
Fri, Mar 30, 2018 at 10:01 AM
How to Apply an Individual Default Set
Product: ImportOmatic List Management Description: This solution describes how to apply an individual default set Environment: All Version: All Answer: To...
Thu, Jun 15, 2017 at 2:46 PM
How to Set the Query Category for Output Queries
Product: ImportOmatic Description: This solution discusses setting the query category for output queries Environment: All Version: All Answer: At this ti...
Thu, Jun 22, 2017 at 3:31 PM
How to Link an Existing Gift to a Proposal
Product: ImportOmatic Description: This solution discusses how to link an existing gift to a proposal Environment: All Version: All Answer: The Gift ID or...
Tue, Sep 29, 2020 at 12:31 PM
How to Match or Auto-Pick on Alias
Product: ImportOmatic Description: This solution discusses how ImportOmatic auto-picks to an alias on a constituent's record Environment: All Version: ...
Thu, Jun 22, 2017 at 3:42 PM
How Does ImportOmatic Match to and Update Existing Education Relationships
Product: ImportOmatic Description: This solution discusses how ImportOmatic matches to an existing education relationship record Environment: All Version: ...
Thu, Jun 22, 2017 at 3:43 PM