Classic Products
350 results found
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Omatic data Service needs to follow Canada post standards too
Omatic data Service currently corrects addresses to USPS standards ONLY . So all our Canadian mailing addresses are adjusted incorrectly during import.
So I'm not sure why you would claim it corrects Canadian addresses when it corrects to the wrong format?? In Canada we follow Canada-post standards.2 votes -
Be able to add Recurring Gift Attributes to DD Payments
When importing DD recurring gift payments, it would be useful to also pick up and add gift attributes from the DD recurring gift set up.
1 vote -
GiveCampus: Adding Time Zone Selector
All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in
1 vote -
Set a default save location for exporting ImportOmatic profiles
We have only been using our profiles for a little while now, and we're still making minor updates to them - so I have been regularly making backups of them. Every time I export a profile to a JSON file, I have to navigate all the way back to my desired save location. It would be amazing to be able to set a default save location for profile export files.
1 vote -
Check addresses if they are shared
The biggest pain point when I do imports right now is address processing, specifically the lack of ability for IOM to detect whether or not an addressed is shared.
There's a lot of constituents that are linked to org records and have the shared business address as their preferred address. It would be great if I can skip over a record if an address is shared so it can be processed manually. Or have any option to check if an address is shared, do x-y-z. Right now I have the profile set up so that the address processing form pops…
1 vote -
Have FindOmatic pull up full List Management records, not just certain tabs.
When I search for a List Management record using FindOmatic, I'm not able to see all the tabs of information or edit all the information that I can if I access the record directly from List Management (adding notes, viewing actions, etc). It'd be great if these aligned so that I'd have the same access to view/edit a record whether I opened it within List Management or through FindOmatic. Right now we have to go through extra steps to look for a record in FindOmatic and then go over to List Management to find the same record there in order…
2 votes -
Luminate Connector - Group Update -- Attributes in RE
Every group update coming into RE from Luminate is added as its own individual attribute. It would be so much cleaner if the connector would make one attribute category for Group Updates and then use the description field to delineate the various groups. There are only a few attributes viewable within RENXT and the Group Updates attribute process is mucking it all up. ;) Thanks!!!
1 vote -
Make import errors succint and meaningful
I should be able to glance at my errors file to know what the errors are, but that isn't possible because errors are embedded within a matrix of additional characters, like this:
"ImportOM.CImport.#=qHCvmi4yKU3h72m95Fq3A==(Int32 #=qESIR8RSK4nFcxXlmotMK3g==, CFieldDefaultServer #=qPG1vt7y6pju1ncFErw$tHA==, Int32 #=q9045qYcqGZ4AtwaHC4NjHg==, Int32 #=quj$9R2qbHcVM7uzv7UkZQ==, Int32 #=qvs5cejVTUixwy2BZktbeow==, IBBConstitUIHelper #=q28JqKq8pvpX3nEY00XcKQ==, String #=qSSAeUG48AJCg8yolrFJxQ==, Int32& #=qo5A9puDpIuFz8GCMTpAy1biys68B1ou7USyekMTiFOI=, StreamWriter& #=qzEQCYoqDveT3tdPic1i7w==, St"
It would be nice to be able to quickly and accurately map my errors file to my exceptions file, without bringing in another 3rd party tool.
1 vote -
Ability to Change Existing Email Type to a Specified Type (i.e. Email 1, Email 2, Email 3)
Either change the "add existing phone/email as attribute to: **" option to "Add existing email as email type: **" and let us choose the appropriate email type OR allow users to do the inverse of "assign to next available number" and put the option as "Add the new value as new with the type identified and change existing email type to next available number."
2 votes -
IOM Address Processing: Duplicate Criteria: Turn off Zip+4
We would love to be able to have a checkbox that allows us to match duplicate addresses based off of 5-Digit Zip Code VS. Zip +4 (maybe even in the "Go Faster" Options
1 vote -
Please allow mapping of Attribute Import IDs
Please allow mapping of Attribute Import IDs in Importomatic. Using a deterministic scheme for these is a great insurance policy for fixing imports gone awry as they're then easy to update or delete.
3 votes -
Add the card token field to Gift Amendments not just the main gift fields
We currently use card tokens and masked cards via ImportOmatic to setup Recurring Gifts.
However when it comes to updating the card on the gift the amendment option in importomatic only has Card Number and not the accompanying card token to make the amendment. Meaning although we can set up RGs with tokenised cards we can't change the card on an existing RG.
3 votes -
The ability to update an link existing spouse addresses.
I know that you can select the option to link NEW Spouse addresses during import - but I need the same thing to happen when I am updating existing Spouse addresses. In other words import a spreadsheet with both Main ID and Spouse address data and tell IOM to not only copy the address from the Main record to the spouse but also link them. It is such a common problem in RE where this needs to be cleaned up to make sure they both have the same address and are linked to keep them the same for the future.…
1 vote -
1 vote
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Add ability to export from the grid in List Management
Would love the ability to export information from the grid in List Management - specifically the column showing which lists a record lives in if multiple lists, and the column showing the number of lists someone appears in.
1 vote -
Allow adding Benefits to existing gifts via IOM import
Currently, IOM doesn't allow you to update gifts with an import. I understand this for the core data on a gift (amount, fund, etc), but I think there should be an ability to update the "Benefits" section of an existing gift.
2 votes -
Fix Bug with RE Exports
I am wanting to use RE Exports for Export profiles in IOM, but it doesn't like it when you want to add/remove columns in the Export and then try to refresh the profile mapping.It causes an error.
Steps to follow:
1) Create Export Profile that uses RE Export.
2) Modify RE Export to add a column.
3) Go back to Export Profile, and refresh the source using RE Export > Match existing fields by name. And you get this error:
"There was an error showing the source configuration: Object Reference not set to an instance of an object"No updates…
1 vote -
Add annotation (alert) to a number of records
There are a number of occasions when we want to add an annotation (or Alert in webview) to a large number of records. We would also want to be able to select the "Display Annotation Automatically" checkbox.
1 vote -
Match on notepad type
Match on existing notepad type. If a note with a specific notepad type is already existing on a constituent, do not add it again.
1 vote -
Add on to comments during imports
When an import matches with an existing phone or email, add the possibility of having comments add to the end of existing comments instead of overwriting the comments completely.
2 votes
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