ImportOmatic Software

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ImportOmatic Software

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About ImportOmatic

ImportOMatic is a data integration solution for Blackbaud's Raiser's Edge and Raiser's Edge NXT fundraising solutions. It is deployed as a plug-in for the Raiser’s Edge platform. ImportOMatic allows users to filter and transform data from a variety of sources before exporting it to Raiser’s Edge. Supported third-party applications include MailChimp, Classy, DonorDrive, Luminate Online, Artez and more. Additionally, ImportOMatic offers features such as duplicate record management, engagement scoring, imports scheduling, an open technology framework and a data mapping grid. Services are offered for a one-time fee that includes support over the phone, via email, a community forum and an online helpdesk. ...
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ImportOmatic User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 118 reviews

Stephanie

Bloomsburg University Foundation

Verified reviewer

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed December 2020

Automatic omatic

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.

Reasons for choosing ImportOmatic

The alternatives we were using were home grown utilizing the database export and import functions and excel files. By switching to the omatic products, we were able to gain efficiency and effectiveness within our team, realigning their responsibilities with other tasks that would move our organization forward.

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.

Replied December 2020

MIchelle

Norfolk State University

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Higher Education

Time used: More than 2 years

Review Source: Capterra

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Reviewed December 2020

Importing Made Simple

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.

Reasons for choosing ImportOmatic

We chose Omatic over others because it was the best product for the our needs now and later. It is a product that can grow with our organization and still be beneficial. The seamlessness of integrating the product into our donor database, made it a great choose as well.

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.

Replied December 2020

Bridget

Spectrum Youth & Family Svcs

Verified reviewer

Company size: 51-200 employees

Industry: Individual & Family Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

4

Reviewed June 2021

IOM changed my work life

I just love IOM. I am able to get large numbers of gifts into our system quickly during our busiest time of the year. And we update RE with MailChimp campaign activity, subscribers, unsubscribers, and adding new emails into MailChimp. AND Omatic Support is great - timely, responsive, and so friendly!

Pros

The best thing is the auto-matching to existing records, with the ability to set what it matches on and when to ask you about it before importing. Before IOM we used the Net Community part (RELO) and it took FOREVER to one-by-one match records. We have an event that brings in 100s of donations weekly and I could never keep up with processing them. But now with IOM, I am on top of them every single day. And therefore, we are thanking our donors EVERY day! I also LOVE the ability to have things checked on the records depending on how the data comes in, i.e., if a new donor gift with no address, the "has no valid address" box is checked on the record after IOM imports it. So efficient!

Cons

The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match. So then I spend the time going into the record to see how they are connected, only to discover that they aren't - it's just an expired address. There's no way to search only on active addresses.

Reasons for choosing ImportOmatic

Great reviews, better system, more functionality.

Reasons for switching to ImportOmatic

Efficiency.

Anonymous

Verified reviewer

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

1

Value for money

1

Customer support

2

Functionality

1

Reviewed February 2019

it has been extremely difficult

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

Replied February 2019

Anonymous

Verified reviewer

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed May 2021

Saves so much time!

Positive! Now that I fully understand how to use this product it has saved me a significant amount of time and effort

Pros

This tool, when used correctly, can save you hours upon hours of data entry time. Super helpful and runs really well

Cons

It can be difficult to learn and get the hang of, and there is a lot of coding and programming that goes in to making the software work that can be prohibitive.

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