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Erin

← Customer Feedback for ImportOmatic

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13 results found

  1. Change Omatic Output encoding from Unicode (UCS-2 LE BOM) to UTF-8.

    14 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. List Management ID

    4 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Erin commented  · 

    Hi Omatic i just saw your response below - you cant use Export to export list management records. When you choose Export as the Export option (instead of Query or SQL query) the option to export List Management records dissapears. If there is a different way around this i would love to hear it if you could email me directly ehamalainen at hollows.org

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  3. Ability for a better Export Function in List Management

    3 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. Output Most Recent Appeal

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  5. last gift date

    3 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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  6. Allow Deduplication to check List Management records

    1 vote

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    0 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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  7. Seperate "Add New" and "Updated" No Valid Address

    2 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Erin commented  · 

    Hi Omatic Team.
    The data file we are importing is an Online Donations file downloaded from our website CMS. Some addresses are blank (address not advised by the donor), or invalid/incomplete.
    We have a macro that runs over the file and makes the necessary changes (adding e-receipt attributes to predefined columns, adding Yes to a No Valid Address columns for the import) for those addresses that are found to be invalid.
    We have "clear no valid address when updating or adding" ticked in the defaults settings, as we want to update address changes for those who do provide a valid address update. But for those new addresses that are invalid, we want them marked as No Valid Address (as per our import profile) so that our system doesn't generate a receipt or mailings to them. However I believe by having the default, ticked it actually removes the tick as the address is being added as new in the data import.
    So by separating these options, it means when adding a new constituent we can import then as No Valid Address ticked, withouht needing to run a follow up action.
    Hope that helps

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  8. Add the ability to pause an import

    166 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  9. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

    54 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  10. Update dictionary table entries

    51 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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  11. Allow RG field Receipt Stack to RG AMendmend Field List

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  12. Add Receipt Stack as an import field for AU and NZ stamped database

    8 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  13. Import a Recurring Gift Notepad

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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