Classic Products
350 results found
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Import Foreign Currency
We would like ImportOmatic to have the ability to import gifts in foreign currency. The following fields would be needed for this:
Gift Currency Amount
Gift Currency Country
Gift Currency Exchange Rate
Gift Currency Receipt9 votes -
View Profile Description during Import
In Import we see the ID of the Import profile and the File to import: Could we also see the Description of the Import profile as this has more information than just the ID.
2 votes -
Change the format of the email which is sent upon completion of import
The email which is sent when an import completes has the same subject line for every email "File Import Complete". This is not is helpful when scanning your emails. It would more helpful if the template name (profile processed) was contained in the subject line along with some indicator specifying whether the import processed without errors or not. For example:
Subject: IOM Lockbox Import File Completed 139 rows added/updated 0 constituents and 139 gifts.
1 voteGood call Zackary, we’ll see if we can get this in!
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Allow updating/changing the phone type
Currently it is not possible to change the phone type (for example from phone1 to phone2 or from email to bademail). We would like to be able to specify in the import file when the type should be changed/what it should be changed to. This is needed when you have many data sources providing phone numbers or email addresses and you need to accomodate the BB rule of not duplicating phone types.
13 votesIOM can do this automatically for you, but you need a space between your phone type and the number, like “phone 1”. Unless I"m misunderstanding you.
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Allow importing of batch description inside an import file or allow scripting to define batch description
We have a naming convention for batch description where the date is the first and then the description. However, in IOM you must append the date on the end. This request is to allow either a scripting option to set batch description, or to allow it to be set inside an import file.
2 votes -
Update existing Ratings using the import ID
It would be very helpful to make this available to allow updaing the source value. We find duplicate ratings and need to change the source value to a different value. Using the import Id allows us to identify the exact record to update. We cannot rely on matching using the source and category.
3 votes -
Ability to create a Import ID file with Proposal ID
IOM has the ability to make Import ID files for the majority of record types. It would be nice to have the ability to export the Proposal ID when importing so that you can link the Proposals to Actions.
2 votes -
25 votes
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move dictionary entries up and down
Since dictionaries are processed from top to bottom it would be great to be able to reorganized them (not just alphabetically). I would like to keep some generic matches at the bottom of the list so that they are only processed if all of the other matches fail.
5 votes -
1 vote
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view phone fields in advanced address processing
need to compare current phones to new without opening address during advanced processing
1 vote -
Pledge and Recurring Gift Warnings
When adding a gift to a batch manually RE can warn you if there is an outstanding pledge or recurring gift payment and allows you to link the gift directly. It would be nice to have this functionality with an import as well.
13 votes -
Allow users to restrict profile editing
It would be nice to have the option of making your profile unable to be edited by other users. Similar to queries where you can choose if others are able to face changes.
10 votes -
See gift history from Membership Import screen
I would love to be able to see a full record when importing gifts and memberships from within the membership import screen. Right now we can see a record, but no gifts or membership information, and that is really useful to be able to see. That or be able to switch out of IOM into RE to see a full record, without opening a new seat on RE.
2 votes -
Allow update with edits for addresses
It would be great if Import-o-matic would allow 'Update with edits' similar to 'Add with edits' but when you have a match on a record. On occasion we have a more recent record come in with new phones/emails, but although the address is the same the update is incorrectly formatted. It would be great to update the formatting on import rather than after import in Raisers Edge.
7 votes -
event sponsor
It would be extremely helpful if you could import an event registrant as a sponsor - for instance, map to (this is an example) EvPrt101is_Sponsor
2 votes -
Add Reset Button to Profile Configuration
When editing an IOM profile, add the functionality to reset the current configuration pane. Place Reset button oppsite Save and Cancel buttons.
Would reset to an "internal" defaults profile, in case the default changes with a existing feature reworking or a new feature is added which affects how a new profile is initially created.
2 votes -
Update existing phone/email number to the one on the import and to move the existing matching phone type to a different number
When updating phone numbers and emails, it would be great to have another option to update the existing phone type with the new number/email and to move that old number/email to the next available phone type with a different number (basically doing the inverse of what is offered currently).
11 votes -
Improve the information in the pop-up after the import is complete.
The current contents of the pop-up only tell you total successfull and total exceptions. The results should indicate how many records were processed, how many resulted in an actual update (a change of some kind to a record) and how many resulted in no updates because all the incoming data already matched the data already on file so no update was needed.
4 votes -
Include RE aliases as part of the duplicate criteria
We have a number of aliases in RE such as 'Celebrity Name' and 'Professional Name' and it would be useful to use these to help identify duplicate records.
5 votes
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