ImportOmatic Features

ImportOmatic

Turn Data into Connections

4.4/5 (119 reviews)

ImportOmatic Feature Summary

  • 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

Competitor Feature Comparison

ACH Payment Processing
API
Accounting Integration
Auto-Matching
Balance Sheet
Credit Card Processing
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Mapping
Data Profiling
Data Synchronization
Duplicate Detection
Electronic Payments
Invoice Management
Multiple Data Sources
Recurring Billing
Rules-Based Workflow
Search Functionality
Third Party Integration
Learn moreCompare App
ACH Payment Processing
API
Accounting Integration
Auto-Matching
Balance Sheet
Credit Card Processing
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Mapping
Data Profiling
Data Synchronization
Duplicate Detection
Electronic Payments
Invoice Management
Multiple Data Sources
Recurring Billing
Rules-Based Workflow
Search Functionality
Third Party Integration
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting Integration
Auto-Matching
Balance Sheet
Credit Card Processing
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Mapping
Data Profiling
Data Synchronization
Duplicate Detection
Electronic Payments
Invoice Management
Multiple Data Sources
Recurring Billing
Rules-Based Workflow
Search Functionality
Third Party Integration
Visit WebsiteCompare App

ImportOmatic Feature Reviews

25 reviewers had the following to say about ImportOmatic's features:

Dawn Walsh

Good tool that we use daily

2019-02-15

Overall we have had a very good experience using the import O-Matic products.

Pros

Import O-Matic makes importing all kinds of data into the Raiser’s Edge so much easier than the native import functionality.

Cons

Although importing data is a complex and detailed process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly Wilkinson

Omatic makes Raisers Edge so much more useful

2019-02-15

It will let you integrate basically any third party software with Raisers Edge almost seamlessly – from email marketing to volunteer management to online donations.

Pros

There are a few different import tools for Raisers Edge, but ImportOmatic is the best one by leaps and bounds.

Cons

You need someone on staff who is tech savvy enough to setup the imports and troubleshoot if something changes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 1001-5000 employees)

ImportOMatic for Raiser's Edge

2019-02-15

The ease of use has allowed us to widen the scope of data that we include in our Raiser's Edge database.

Pros

The duplicate search features and dictionaries drastically reduce the amount of time spent on manipulating data sets that we are importing into our database.

Cons

In interface could be more intuitive to allow for less training of new users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dina Ellis

From day one, the support team has been amazing in my experience.

2018-02-26

Departmental respect for willing to overcome a learning curve in order to better serve our data needs.

Pros

The ability to use csv data files for gift and constituent import into RE is a huge time-saver in the long run.

Cons

I do not specialize in API nor coding, but with the support team I am able to comprehend IOM and use their tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh Cook

ImportOmatic review

2020-12-21

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
YUGANSH GAMBHIR

Manage and analyse data better and integrate fundraising

2020-12-01

Pros

Data imports are quick and reliable and integrating fundraising is great and correct information is imported from the financial system.

Cons

we cannot pause a process in ImportOmatic and data must be exact for format

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Yugansh, 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.

Read more
Helen Kim

Ever since we got IOM, we've been really enjoying what it can do for us.

2017-12-20

I save time and apply consistencies importing data from multiple sources.

Pros

And it's easy to share and train others.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom Klimchak

ImportOmatic is an essential piece of software for anyone organization that uses Raiser's Edge.

2017-12-12

By using ImportOmatic we're able to save an incredible amount of time during our regular imports and we've had a few cases where we could ONLY import data into Raiser's Edge with ImportOmatic.

Pros

The software makes importing data into Raiser's Edge much easier and provides a ton of different data scrubbing and logic options.

Cons

This is a serious data import program, so with that comes a certain amount of complexity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Simon Powell

Essential for integrating RENXT to iSAMS

2020-12-01

Love utilising it.Often finding it easier to implement something rather than using NXT's Import functionality

Pros

The software give you the control to add and update data pretty much how we want it in RENXT

Cons

Deleting fields can be a pain but we can live with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Simon, 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.

Read more
Joel Arnold

ImportOmatic has saved us time on large new constituent and gift entry tasks.

2018-02-26

Our team has been able to use this software to reduce the amount of person hours needed for several recurring large tasks monthly and through out the year.

Pros

It has also allowed us to integrate some third party info into our gift batch processes.

Cons

Some of the phone and address options are not compatible with our current data handling methods, but that is not necessarily a critique of those options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Wil Alveno

Import-O-Everything

2019-02-15

The Omatic Software team overall is very responsive and they DO follow-up to customer issues.

Pros

The flexibility to apply profiles to multiple sources and be accurate on all the data being imported.

Cons

It can use a better user interface to manage settings and tools and to organize profiles.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lef Filippakis

Our digital needs are in a single CRM!

2021-01-27

A great product that has the ability to easily move data in and out of my database.

Pros

Searching for donor data and running reports is extremely easy.

Cons

It has a versatile and functional service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Lef, 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.

Read more
Anonymous
(Higher Education company, 501-1000 employees)

I am a new and infrequent user of IOM (only use for major projects) it has been a great experience.

2018-02-22

Quicker more efficient imports/data.

Pros

It's very straightforward and easy to manage, most times.

Cons

Although, IOM is very straightforward, there can be aspects that a confusing and fields that are not as clear.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Savina Chacheva

Overall, ImportOmatic is easy to use and fairly intuitive to setup.

2018-02-22

Pros

We like having the ability to do imports and get data into Raiser's Edge quicker, especially leading up to our busy Run/Walk event.

Cons

The duplicate search feature doesn't always work as we would like it to, other than that we are pretty happy with this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lindsay Boughey

Import Omatic

2020-12-01

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Adrian Aleman

Efficient, more detailed and feature-packed than RE's Import function. Definitely prefer IOM.

2018-03-01

Any future plans for NXT functionality?

Pros

The fact table categories do not need to be specified in the import file. As opposed to RE's Import, a separate column for the table category is required.

Cons

Don't think I've seen an import function for events in RE.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Waileia Mineshima-Eldredge

Great Fit

2019-02-22

Omatic has been able to mitigate some of those processes for us, during the import process.

Pros

For our complex organization, Omatic is a great fit. With the customization one can make, the software can manage almost any situation.

Cons

At this time, nothing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Erin Boyd

Very helpful tool.

2019-02-22

Great! Once you have mastered or are much more comfortable with setting up profiles, it becomes an amazing tool.

Pros

The ability to import many different data fields via one spreadsheet.

Cons

The learning curve for setting up profiles took some time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim Hendrickson

A Real Time and Headache Saver

2019-02-22

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.

Pros

It gets data of all kinds into Raiser's Edge much easier than with the traditional import process.

Cons

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Milly Jones

Useful but at times frustrating

2019-02-21

Importomatic is definitely a help in getting masses of data into our database.

Pros

It does what we need - enables mass import of large quantities of data

Cons

It's inflexible - we have to do a lot of workarounds to make the data fit Most frustrating - every time Importomatic makes an update, we have to re-map EVERY profile, which is time consuming and frustrating (especially when updates are too frequent) and also means that sometimes things are missed and profiles are not importing everything we thought they were.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew McIntyre

Still figuring things out

2020-12-01

It seems daunting to use at first, but I think with continued use it will get easier and easier to use the software in an efficient way.

Pros

I appreciate how flexible the software is with importing a variety of records and relevant data.

Cons

I always get a large number of exceptions when I import large records and still don't know how to settle them.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Andrew, 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.

Read more
Jacqueline Hogendorp

Hard to get started, even for people with alot of RE experience. Instructions not always too clear.

2018-02-23

Time saver, could check errors before the import was done.

Pros

A lot of fields you can import. Import time reasonably fast.

Cons

A long learning curve. Explanations and instructions not too clear for a new user. Would like some hard copies of the training for training purposes. They updated our version without letting us know what fields had been changed, confusing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Iris Tam

Easy to use for non-technical user

2021-01-22

I'm very satisfied with Import Omatic.

Pros

It is a great a great platform for RE and NXT for data import. Our department relies on Omatic daily.

Cons

Automation in RE desktop version is not available.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Iris, 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.

Read more
Joan Shofner

More efficient using ImportOmatic

2019-02-22

Before ImportOmatic, we would spend two days importing a new grad class.

Pros

We have used ImportOmatic for several years and have been very pleased with the product. Our import processes are much more efficient now as a result.

Cons

I would like the ability to check for phone and email duplicates based on the actual phone number or email address, not just type.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Burlingame

We spend more time with donors and less time with spreadsheets

2017-12-12

Reduced hand-data entry. Reduction in errors.

Pros

I no longer have to prep my spreadsheets for my regular imports. I occasionally forget how amazing of a statement that is.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more