ImportOmatic Features List

ImportOmatic Reviews

ImportOmatic

Database management for nonprofits

4.44/5 (36 reviews)
1,194

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

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Data Import/Export (68 other apps)
Drag & Drop Interface (77 other apps)
Monitoring (172 other apps)
Projections (59 other apps)
Real Time Data (64 other apps)
Real Time Monitoring (70 other apps)
Real Time Reporting (53 other apps)
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ImportOmatic Feature Reviews

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

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

Explanations and instructions not too clear for a new user. Would like some hard copies of the training for training purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Likelihood to recommend

6/10
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

Once data is imported we use integrity reports to help fine tune our data to our internal standards.

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
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

I like the fact that it uses Raiser's Edge term, therefore it's very user friendly.

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
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
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
Jamie Heslin

ImportOmatic is vital for Raiser's Edge

2017-12-12

The ability to import records into Raiser's Edge more easily and seamlessly than with any other product or Blackbaud feature.

Pros

ImportOmatic is the most flexible and precise importing tool available for Raiser's Edge.

Cons

I also find the address scoring feature (for matching an incoming address to a constituent's current address) annoying at times because a +4 on a ZIP code will significantly impact the similarity score between addresses, thereby requiring more "touching" of the record than necessary.

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
Brian Goetzinger

Omatic has saved me so much time in importing data, but it is somewhat confusing to get a hold of it

2018-01-09

It saves vast amounts of time and is quite a robust operation.

Pros

I love the vast amounts of data it can handle at once-- it has saved so much time in importing both gifts large and small, and constituent information.

Cons

Getting your feet wet with this software is somewhat daunting, as there are many intricacies in the software and imports cannot be reversed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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: Other

Likelihood to recommend

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

Great Product, Customer Support Somewhat Lacking

2018-02-22

Ease of use, efficient, streamlined processes

Pros

The profiles take a bit of time to set-up in the beginning, but once you have them set-up importing data is simple and efficient.

Cons

My least favorite aspect of purchasing this software was the customer service. In the initial purchasing stage, I experienced terrible customer service with trying to get the contract implemented and scheduling introductory conference calls. Not sure how a company that supports so many customers is lacking in the customer service area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Omatic Software


Hi Monique-
Thank you for taking the time to respond. I am sorry you had a bad experience during implementation. I will be in touch early next week to discuss how we've made improvements. Have a great weekend!
Thanks,
Marcia Hightower
Customer Success Manager
Omatic Software

Read more
Carlene Johnson

I want more than a one night stand with IOM. I want a long term relationship.

2017-12-21

I've saved time, money, and headaches from this!

Pros

It has revolutionized my job and allows me to import data in ways that I could not even have imagined in the past.

Cons

Because the tool is so powerful and flexible there are a LOT of options to set.

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
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: Other

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan Redding

Allows me to import easier than just thru RE7-also has some drawbacks, updating, exceptions report

2018-03-01

Easier Importing!

Pros

I love that it imports so quickly.

Cons

During a simply import like adding only an appeal code to an existing record it exceptions out and then wants to add as a full constituent.

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

Response from Omatic Software


Hi Susan-
Thank you for taking the time to respond! I am sorry you haven't been able to update. I see that you had an open ticket with our Customer Support team regarding this issue but it has been closed. I will have someone else on the team reach out to help resolve this issue.
Thanks,
Marcia Hightower
Customer Success Manager

Read more
Hannah Wolod

Honestly, I hardly ever use it, but when I do it's great.

2017-12-18

Pros

Importomatic is definitely easier to use than Raiser's Edge's import tool. I like the side by side matching function.

Cons

. :) I guess what I am saying is I wish there was a tool that was super SUPER easy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Regina Dodge

Overall, I love the product. We've had our issues in the past on various things, but support helps.

2017-12-15

Because it's easier to use than RE Import, it saves time on a lot of various tasks, from the use of virtual fields and dictionaries, to easily reloading errors.

Pros

It's a lot easier to use than RE's import and it's move efficient.

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
MichaelAnn Pineda

ImportOmatic has been a great investment for our organization

2018-02-22

Pros

You can import data from basically any source and you get to customize the import profile to fit your needs.

Cons

The only thing that is inconvenient is updating profiles and/or dictionaries after a version update.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Beata Payerhin

Importing Phonathon gifts and appeal responses into RE

2018-02-26

Pros

No need to clean the data prior to the import

Cons

No clear explanation of errors when import doesn't go as expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nancy Clein Tafoya

We've used Importomatic for 5 years...configuration was difficulty, but now easy to use

2018-03-01

Streamline out daily import/updates

Pros

Adding/configuring multiple data points/record types makes this a much better solution than the standard Import function of RE.

Cons

There is a current bug in 3.5.1.2 that no longer renames the import file after the import is complete.

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
Read more
Adrian Aleman

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

2018-03-01

Faster, easier, more efficient processes of getting new/updated data into the RE database.

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
Lisa Rizzo

Best software to import mass data effectively with flexibility

2017-12-18

capabilities to connect 2 databases and analyze more effectively our customers

Pros

Ability to customize all fields, create virtual fields, score data and preview import before committing

Cons

minor thing is that the view on certain importing fields is small and training others to create maps and set up is difficult

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
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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

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

2017-12-12

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.

Pros

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.

Cons

I miss being able to process a whole import no matter what the size under the validation mode.

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
Jay Crawford

ImportOmatic takes RE importing to the next level. It saves time and decreases duplicates.

2017-12-13

Pros

IOM's best feature is its ability to identify duplicates and potential duplicates and its ease in merging.

Cons

I wish you could stop midway in an import file and pick back up later where you left off.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

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

a huge timesaver

2017-12-21

Pros

ImportOmatic helps reduce the number of duplicate records that naturally occur when importing compared to using the import tool with the Raiser's Edge

Cons

We've had to take larger imports and break them down into a number of smaller projects

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

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

Easy and cuts down on staff time

2017-12-12

Pros

How much it speeds up importing and cuts down on duplicates.

Cons

For example, we needed to import credit card numbers into a batch.

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
Anonymous
(Higher Education company, 1001-5000 employees)

Great overall experience.

2018-02-27

The greatest benefits of this software have been the ease an accuracy of getting new and updated information into our database.

Pros

Information goes into our database with ease and accuracy. The importing process is seamless once the profile is set up.

Cons

This may not be as much of an issue now, but some consideration for staying in constant contact with all parties involved to ensure all parts are connected and running properly by promised date.

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