ImportOmatic Pricing, Features, Reviews & Comparison of Alternatives

ImportOmatic

Turn Data into Connections

4.37/5 (83 reviews)

ImportOmatic overview

What is 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".
omaticsoftware.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
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ImportOmatic user reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.3
  3.9
  4.3
Michelle Norfleet Irby

Best Import Product and User Friendly

Used weekly for 2+ years
Reviewed 2019-02-15
Review Source: Capterra

Overall ImportOmatic is a great product with more pros than cons. When I've spoken with someone from customer service I have had nothing but great experiences.

Pros
I've been using this product to do imports of various types for 4 years now and I wouldn't use anything else. ImportOmatic takes the guesswork out of getting the data in the database in an effective and efficient way. Having the convenience of Profiles/Templates set up for recurring imports saves so much more time than importing with the database's limited resources. Not having to manipulate the data from the source file is a HUGE time saver! Just being able to create a dictionary to correct the potential "garbage" that could go into the system saves time for me as the only person that does this function in my department and minimizes cleaning up the data. My productivity has increased substantially since I have been using this product.

Cons
The one thing I like least about the product is the limitation of validating only 25 records at a time when you are using ImportOmatic in the hosted environment. Outside of the hosted environment there was no limit on the number of records and the ability to import after validating all the records was seamless. It also seems counter intuitive to allow help tickets to be entered online, but the only way to receive an initial response is a return phone call. I think it would be more productive if there was a chat option.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Karen Burlingame

We spend more time with donors and less time with spreadsheets

Used daily for 2+ years
Reviewed 2017-12-12
Review Source: Capterra

Reduced hand-data entry. Reduction in errors. Increased flexibility.

Pros
I no longer have to prep my spreadsheets for my regular imports. I occasionally forget how amazing of a statement that is. Virtual data fields and dictionaries can be set up ahead of imports, including the ability to skip records that meet certain criteria. It matches or creates records, addresses can be old or slightly different--I choose when to update or ignore It matches on "close" names, if I want it to. I have fewer multi-pass imports, because so many more things can be done with each pass. But the biggest thing is that we are able, with the same number of staff members, to better customize our donor solicitations because we don't have to spend hours and hours pouring over column over column in thousands of lines of spreadsheets. Omatic lets us customize based on what we already know about our donors, which gives us time to continue learning more about them.

Cons
It's sophisticated and robust. Which means if you're someone who hates instructor-led training and just likes to click around to learn, it will take you ages to learn everything it can do. It's SO incredibly customize-able--it will suggest but not dictate for many fields--that people who want full functionality without a learning curve are going to flat-out miss out on all the things it can do for you. If you are constantly in a work environment where you feel it's easier to do something the slow, hard way than figure out an easier way--if there is never an opportunity to slow down and learn something new--you won't realize its full benefits.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

it has been extremely difficult

Used weekly for 1-2 years
Reviewed 2019-02-15
Review Source: Capterra

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 marcia.hightower@omaticsoftware.com if you would like to discuss your concerns in depth. I'm happy to help!
Marcia

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Tim Hendrickson

A Real Time and Headache Saver

Used weekly for 2+ years
Reviewed 2019-02-22
Review Source: Capterra

ImportOmatic has enabled me to import lists of constituents, with their address info, multiple phone numbers and email addresses, multiple pieces of education, and multiple constituency codes all in a single import, without ever needing the Import ID. ImportOmatic has saved me all kinds of time and frustration in importing data, doing comparisons, creating queries of external lists. If given the choice between doing a traditional import or using IOM to do my imports, I don’t think I can imagine a scenario where I would choose the traditional import method.

Pros
It gets data of all kinds into Raiser's Edge much easier than with the traditional import process. And it can import a plethora of vastly different types of data in a single import. Not needing an Import ID for every import makes comparing lists of incomplete information received from external sources against my database a much simpler process than the traditional method. From there, I'm given all kinds of control in whether I want to update the information we have on hand, or simply create a query of people off that list (or both). I can either automate individual options (or the whole thing) or go through them one at a time for full control.

Cons
My only small gripe about ImportOmatic is the initial learning curve made figuring out how to use it a bit tricky. When we got IOM some 3 years ago and I was setting up my first few imports... that was a somewhat confusing challenge to navigate all the possible options (even with training). Now that I've been using it for a while, they've improved that process quite a bit and I'm able to get even more types of data in than I initially was. I also have several templates built at this point that allow me to get my complex datasets into Raiser’s Edge with minimal need to build a new import every time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Crystal Chouinard

Fantastic tool & it makes my job much easier. I can work smarter not harder. The staff are amazing.

Used daily for 1-2 years
Reviewed 2017-12-12
Review Source: Capterra

ImportOmatic allows me to work smarter not harder. I can import files in minutes and know that the information is coming in just the way I want it and not creating duplicate records. I don't have to spend time cleaning each import file because I created a profile once and know that it will take care of the mess for me.

Pros
Setting up the profiles is fun and the tools (dictionaries, virtual fields, automation) are so helpful. I can add or update constituents within minutes with ImportOmatic instead of spending days doing it manually or worrying about issues with the standard import tool in RE. I can setup and change the matching criteria for profiles depending on my trust issues or trust in the file that I am importing. Being able to assign functions and proper casing within the profile means that I don't have to spend time formatting my spreadsheet every time. The training from the Omatic staff is great. Their training method of showing you how to create a profile, creating one with you, and then a following up call for any questions about additional profiles you created is perfect.

Cons
It is hard to think of cons because just in the past year Omatic has expanded the features that I had complaints about before. I miss being able to process a whole import no matter what the size under the validation mode. It just added another safety net to the process.

Rating breakdown

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Ease of use
Features
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Likelihood to recommend: 10/10

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ImportOmatic pricing

Pricing options
Subscription
View Pricing Plans

Contact Omatic Software for detailed pricing information.

ImportOmatic features

Data Import/Export
Search Functionality
Third Party Integration

API (416 other apps)
Access Control (176 other apps)
Activity Dashboard (239 other apps)
Activity Tracking (127 other apps)
Alerts / Escalation (124 other apps)
Auditing (122 other apps)
Automatic Notifications (178 other apps)
Collaboration Tools (111 other apps)
Compliance Management (132 other apps)
Data Visualization (128 other apps)
Drag & Drop Interface (127 other apps)
Monitoring (269 other apps)
Real Time Data (120 other apps)
Real Time Monitoring (151 other apps)
Reporting & Statistics (200 other apps)
User Management (110 other apps)
Workflow Management (140 other apps)

Videos and tutorials

Additional information for ImportOmatic

Key features of ImportOmatic

  • Data search
  • Queries
  • Data migration
  • Data import
  • Data export
  • Duplicate management
  • Data scoring
  • List management
  • Import from any data source
  • Advanced duplicate scoring algorithm
  • Standardizes and cleans data during import
  • Scoring settings
  • Multiple matching options
  • Auto-select parameters
  • Reset field mapping
  • Bi-directional data import/export capabilities
  • Open technology framework
  • Searchable online user documentation
  • Virtual fields
View All Features

Benefits

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.