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.

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.

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.

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

ImportOmatic is the most flexible and precise importing tool available for Raiser's Edge. It integrates seamlessly and makes possible the importation of both new and established records in Raiser's Edge at the same time. As a Raiser's Edge power user and consultant, my first order of business before beginning any major project in Raiser's Edge is to make sure I have ImportOmatic available. Beyond the base package of ImportOmatic, the ImportOmatic connector for Luminate Online to Raiser's Edge is the best connector available. I prefer to use this connector over the Blackbaud version as it is much more flexible.

I wish ImportOmatic did a better job of matching phone NUMBERS to established constituents, rather that just phone TYPES. It is my biggest aggravation with this product, and I hope it is resolved soon. 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. That said, ImportOmatic is still way better at both of these types of processing that other products.

The Omatic trainers and customer service teams are amazing. They're super quick to respond to cases and easy to work with, in general.

We are so appreciative of the Profiles we were able to build during our training sessions. These have helped us immensely when pulling into RE event registrations or donations from our website.

We are finding that there seems to some gifts that don't import through from our website and sustaining gifts are also hit-or-miss whether they're pulling through correctly (or at all). We continue to work with Customer Support to try and identify these issues and resolve them as quickly as possible.

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.

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.

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.

My overall experience with Omatic is great. It's a timesaver and a tool that contributes to my efficiency.

Omatic has helped me import data into our database in the most effective and efficient way. With the setup of their Profiles/Templates for recurring imports, I can't express how much time it has saved me! My productivity has increased substantially with ImportOmatic and I'm able to focus more on fundraising.

This is a powerful tool and with that comes a lot of options that at times can be overwhelming. Luckily, their support team is great and able to assist in a timely manner.

We've been able to achieve our goal of having ALL gift data recorded in Raiser's Edge, not just names and totals. With events of $3 million, it's essential to use this data for more than just the recording of gifts. It's used to import team, participant and area info from Classy which helps us in too many ways to list.

We like to import ALL data from ACH deposits, from multiple revenue streams. Having IOM allows us to do that after an initial setup and some maintenance. It would be time-prohibitive without the tools.

I would like to be able to add to the dictionary on-the-fly.

I love it and recommend it. It makes using Raiser's Edge much easier and is a tremendous improvement over Raiser's Edge import.

I love the review of constituent records vs incoming information and the ability to make very specific changes to records before committing import. It's much easier than reviewing record by record in Raiser's Edge batch and going through at least 2 tabs per record. It also makes it possible to edit a batch in a spreadsheet or other database software vs using Batch.

Some of the updates caused a loss of attribute information or the need to create more than one profile, but it seems like these unexpected outcomes are corrected in later updates.

ImportOMatic and Omatic Softwares are valued software providers that have reduced our processing time. The ease of use has allowed us to widen the scope of data that we include in our Raiser's Edge database.

Works seemlessly with Raiser's Edge. The duplicate search features and dictionaries drastically reduce the amount of time spent on manipulating data sets that we are importing into our database.

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

The ease of use, fantastic support, and ability to move data in and out of my database with ease.

I love that if I can get the data in a .csv, I can get it into my database. The opportunities are endless.

Sometimes trying to figure out error codes and what they mean can be hard, but support is always there to help.

Omatic helps us uploade data from our Phonathon software to RE every day. We can now bring in our new student record into RE in weeks rather than months

It provide us with the ability to automate many of our import needs

Some of the options are not as intuitive as one would think

I can't recommend them enough. It adds so much functionality to Raisers Edge. It will let you integrate basically any third party software with Raisers Edge almost seamlessly – from email marketing to volunteer management to online donations.

There are a few different import tools for Raisers Edge, but ImportOmatic is the best one by leaps and bounds. The standard Raisers Edge imports work for very basic things, like adding actions, but Omatic is a necessity for anything more complicated. You can add or update name/address/email/phone AND add gifts at the same time. It matches constituents automatically (which actually works well). The best part is that gifts go into a batch, which you can review for accuracy before committing.

The only downside to Omatic is that because it does so many things, it is a little complicated. You need someone on staff who is tech savvy enough to setup the imports and troubleshoot if something changes. If you add new fields to a donate page, you have to update the import profile in Omatic, and that takes attention to detail. Omatic has really good training and help articles though. It's all in plain English and doesn't need any special coding.

We use Omatic to automatically pull queried information from Blackbaud Altru to Luminate Online for scheduled emails.

Omatic has fantastic customer support, and their representatives have worked hard to make the software work for us.

There are features that were once available and have been removed as the focus of Omatic has shifted, and the loss of these features have left us with little reason to keep using Omatic.

Time saver is the biggest thing. 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. It's a great product.

It's a lot easier to use than RE's import and it's move efficient. I love the use of virtual fields. Dictionaries are so helpful too. I appreciate that I don't have to frequently manipulate spreadsheets. Plus, it loads much faster than the RE import and produces errors and makes it easier to identify and import the errors.

My organization imports over 20k records per month, without importomatic duplicates would be a major issue. The ability to match in constituents that are already in the database, select the specific data to correct or modify and edit the import information on the fly, make it an incredible tool.

Customer support process is the one thing about the product I like the least. Creating a case and waiting for a response is frustrating at times.

Overall we have had a very good experience using the import O-Matic products. We also use another product called Mayo automatic and are very happy with that as well.

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

I don’t love the user interface. Wish it could be just a little friendlier. Although importing data is a complex and detailed process.

I use ImportOmatic to import and update records including graduate students' records, Appeals, and Action Reports (Contact Reports).

I like that it is very fast in uploading records into Raiser's Edge. I also like that it scans records and suggests if records being imported into Raiser's Edge should be matched with a record already in Raiser's Edge or if the incoming record should be added as new records, etc.

Setting up dictionaries can be a bit challenging.

Importomatic cannot handle our volume and is not able to distinguish duplicates well. It takes a very long time to maneuver thru all the pop ups and questions it has and then eventually times out because of the volume of data it is trying to process

Retrieves Constituents very nicely. It is very fast an efficient with constituents

Does not retrieve donations well. Cannot handle our volume