About ImportOmatic

ImportOmatic enables quick data integration for Blackbaud's Raiser's Edge and Raiser's Edge NXT. The solution redefines efficiencies with baked-in intelligence to clean data, smart profiles for tailored processing, and an expanding catalog of connectors (including MailChimp, WealthEngine, Luminate Online and more) that make import and export a one-step process.

Key features include an advanced duplicate scoring algorithm that uncovers potential matches and assigns a confidence level, separate scoring settings for constituents and relationships, and multiple matching options for constituent code and attributes. ImportOmatic allows users to set and automatically enforce distinct parameters for constituents and relationships, and take advantage of hotkey shortcuts to speed up interactive import screens.

ImportOmatic also includes an intuitive data mapping grid, bi-directional data import/export capabilities, and easily searchable online user documentation. Users are able to reset field mapping while maintaining values in other screens, and automatically add data that doesn't exist in a file with "virtual fields".

Key benefits of ImportOmatic

  • Standardize and cleanse data during import or minimize duplicate records with advanced integration to help save time, money and truly leverage technology investments.

  • ImportOmatic redefines efficient with baked-in intelligence to clean data, smart profiles for tailored processing, and new connectors that make import and export one-step process.

  • Drill down or set up a scheduled import with ImportOmatic, and stay on top of every detail.

  • ImportOmatic Connectors make it possible to move data to and from 3rd party tools like Mailchimp, Classy, and DonorDrive in a single step.

  • Import and export data from any source quickly and easily.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Images

    ImportOmatic Main Screen
    ImportOmatic Profile Page
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    ImportOmatic video ImportOmatic video ImportOmatic video ImportOmatic video ImportOmatic screenshot: ImportOmatic Main Screen ImportOmatic screenshot: ImportOmatic Profile Page

    Features

    Total features of ImportOmatic: 10

    • Data Import/Export
    • Data Mapping
    • Data Migration
    • Data Profiling
    • Duplicate Detection
    • Match & Merge
    • Multiple Data Sources
    • Rules-Based Workflow
    • Search/Filter
    • Third Party Integrations

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    Reviews

    Overall rating

    4,4 /5
    (117)
    Value for Money
    4,3/5
    Features
    4,3/5
    Ease of Use
    3,9/5
    Customer Support
    4,4/5

    Already have ImportOmatic?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 117
    Stephanie U.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Automatic omatic

    Reviewed on 2020/12/01

    Not pushy sales people. Willing to show demos and answer questions. Product set up was quick,...

    Not pushy sales people. Willing to show demos and answer questions. Product set up was quick, perhaps too quick. Would have liked the trainer to follow back up with us after our trainings as once we started using the product, we had questions.

    Pros

    My organization uses three omatic products. They have continued to show their understanding of our industry and design their products so they are easy to use. The product we have been using the longest is Record Radar. If your fundraisers like to visit geographic areas and want to know who else they can visit, this is the tool you need!

    Cons

    They are not pushy at all with their products and I wish they would be more! By this, I mean that I wish I would have purchased this sooner as it has made a world of difference with our data processing team. I do think their implementation could have gone a bit different for import-o-matic.

    Response from Omatic Software

    Hi Stephanie, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.

    Michelle N.
    Overall rating
    • Industry: Higher Education
    • Company size: 1 001-5 000 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Importing Made Simple

    Reviewed on 2020/12/01

    Overall, my experience with Omatic software has been and continues to be great. The customer...

    Overall, my experience with Omatic software has been and continues to be great. The customer service is awesome and prompt. I would recommend this software to others because of the customer service and the ease of use of the software.

    Pros

    The most impactful feature of Import-omatic is the ability to create templates that I can reuse. This takes the guesswork out of determining if I have all that I need to run an import and saves a tremendous amount of time. The product is very user-friendly and integration with existing business processes was seamless.

    Cons

    I think the most difficult part of using Import-omatic is the regular expressions area of the dictionary. It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly.

    Response from Omatic Software

    Hi Michelle, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.

    Verified Reviewer
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    it has been extremely difficult

    Reviewed on 2019/02/15

    Update – we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional...

    Update – we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional services involved to assist with resolving omatic group-sync issues.

    currently seeking professional services combination of RELO and Omatic, as these issue remain unresolved with support.

    - Run RELO at the same time as Luminate Connector – as the omatic group sync profile is causing too many problems to list
    - Can either of these tools bring registrants into the events module, prior to bringing the donations over?
    - Can either of these tools prevent the runaway duplicate situation in Luminate Online? I suspect once group sync profile is fixed, this will resolve itself
    - Can either of these tools bring constituents over who have not yet made a donation, rather signed up for a newsletter? The omatic constituent import is not working because group sync has overwritten Country from Canada to Cnd and there are thousands of updates (errors) to click through to find one new genuine newsletter subscriber.
    - What happens to all the monthly donors that were set up with omatic? a return to RELO would break all those subscribers connections to the original recurring gift.
    - Creating an email group takes 3 hours for 30000 records, everytime annual giving wants to send an email – Omatic says that the only resolution is getting faster internet (RE is hosted by Concourse and Luminate Online is hosted by Blackbaud), who needs faster internet?

    Pros

    the promise of ease and time saving sounded great, unfortunately that has not been our experience

    Cons

    Luminate Connector is NOT a time saving tool, and profiles still not working months after implementation

    Response from Omatic Software

    We are sorry to hear that you've had some issues with the Luminate Online connector. The entire Omatic team is committed to working through these problems with you. Please feel free to reach out to me at [email protected] if you would like to discuss your concerns in depth. I'm happy to help!
    Marcia

    Josh C.
    Overall rating
    • Industry: Higher Education
    • Company size: 501-1 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    ImportOmatic review

    Reviewed on 2020/12/21

    We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users...

    We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data. We also use it for data cleanup - export data from RE, manipulate it in the spreadsheet, and then reimport it to clean up the records.

    Pros

    We've used ImportOmatic for years to streamline our import processes - rather than having to use several different RE processes, we can use a single file and a single import process to add/update records. The ability to set up import dictionaries and use the API to manipulate the imported data is tremendously useful.

    Cons

    I don't have much in the way of cons. ImportOmatic does a great job of addressing some core weaknesses of RE. It's allowed us to function with RE without having to maintain our own custom solutions.

    Response from Omatic Software

    Hi Josh, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.

    Lindsay B.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 501-1 000 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Import Omatic

    Reviewed on 2020/12/01

    Pretty good. Help has been quite responsive and I am glad that for the most part they take the...

    Pretty good. Help has been quite responsive and I am glad that for the most part they take the reigns.

    Pros

    Importing and exporting complete data sets - of constituents, gifts, and survey responses - to/from Raisers Edge and Luminate.

    Cons

    Adding and changing import/export criteria/fields can be cumbersome.

    Response from Omatic Software

    Hi Lindsay, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.

    Showing 5 reviews of 117 Read all reviews

    ImportOmatic FAQs

    Below are some frequently asked questions for ImportOmatic.

    ImportOmatic offers the following pricing plans:

    • Starting from:
    • Free Trial: Not Available

    Contact Omatic Software for detailed pricing information.

    We do not have any information about ImportOmatic features

    ImportOmatic has the following typical customers:

    11-50, 51-200, 201-500, 501-1 000, 1 001+

    ImportOmatic supports the following languages:

    English

    ImportOmatic supports the following devices:

    ImportOmatic integrates with the following applications:

    Blackbaud CRM, Blackbaud Raiser's Edge NXT, Classy, ClickBid, Cvent Event Management, Gravity Forms, Mailchimp, Volgistics

    ImportOmatic offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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