ImportOmatic Software

4.37 / 5 (83)

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.



Read More

Supported Operating System(s):

Web browser (OS agnostic)

83 Reviews of ImportOmatic

Average User Ratings

Overall

4.37 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(41)

4 stars

(33)

3 stars

(8)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 83 reviews

Do you use this product?Write a review

December 2017

Karen from MultiCare Health System

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

We spend more time with donors and less time with spreadsheets

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.

February 2019

Tim from Orthopaedic Research and Education Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

A Real Time and Headache Saver

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.

December 2017

Jamie from Rocky Mountain Children's Health Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

December 2017

ImportOmatic is vital for Raiser's Edge

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. 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.

Cons

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.

December 2017

Crystal from Jewish Family Service of San Diego

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2017

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

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.

February 2019

Michelle from Norfolk State University

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

February 2019

Best Import Product and User Friendly

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.

February 2019

Judy from The Family Place

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Customer support

4.0

Functionality

4.0

February 2019

ImportOmatic Review

We have an annual fundraising event where we sell cards to individuals where those cards can be used to receive a 20% discount on items purchased at over 750 retailers during a specific 10 day period. The volume of cards sold is huge, and every card sold has the purchaser info contained on the sales form (contact info). The data on each sales form must be entered into Raiser's Edge. Using ImportOmatic to export sales data entry info through our website into a csv file which is then imported using the scheduler tool has been a tremendous time saver and allows the info to flow into Raiser's Edge on a much quicker basis. This gives us access to potential new donors on a much more timely basis for use with our other appeals.

Pros

With the use of the scheduler tool in conjunction with the ImportOmatic software tool, large volumes of data can be imported into Raiser's Edge without the need for touching each record...only those records that don't conform to the screening criteria need human touch. This greatly reduces the amount of time needed for volume imports.

Cons

Sometimes the complexity involved when setting up a good configuration for a template can be a real challenge. It is a delicate balancing act to get a template set up that is tight enough not to reject a high volume of records versus not enough tightness that results in too many records being imported that really did need some human touch.

February 2019

George from Biola University

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

February 2019

The right Raiser's Edge tool for the job

I'm using ImportOmatic to append or update data to the Raiser's Edge for data integrity and accuracy. The data is then used for fund raising and prospect research.

Pros

The ImportOmatic tool saves me time by skipping the Blackbaud Raiser's Edge import process. The tools allows me to address Raiser's Edge importing issues. This tools has saved me a tremendous amount of time and allowed me to get me job done. Without this tool, I would not be able to complete several of my projects. This tool is hightly recommended if you are serious about moving data into Raiser's Edge.

Cons

This software has a steep learning curve. I wish there were short 5-10 minute Youtube videos to address advance processes so I can just watch and learn. (ie. remove attribues fields, names matching, scoring, etc.) This saves me a call to Omatic or refer to the 793 page user's guide.

February 2019

Bridget from Spectrum Youth & Family Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Omatic has made all the difference

We have an event every March and ask our registrants to fund raise for us, via Luminate. Prior to getting the Omatic Luminate Connector we were using RELO and importing gifts took SO long. I would spend all my days between February and March just trying to get through them all and catch up. And then we got Omatic and my work life changed. So fast, so efficient - it has really made all the difference.

Pros

The speed at which I can import donations and it's ability to find matches is invaluable. We were originally using RELO and it took FOREVER to import gifts and I was always behind and so stressed. But as soon as we got Omatic, my work life changed and I could easily and quickly get them into the database and get thanking!

Cons

I wish there was some more functionality on matching imports info to defaults in the batch. For instance, if a person is a certain age, they get this particular solicit code and constituent code on their record. I also wish there was a chat function. Sometimes I just have a quick question and don't want to open a whole ticket.

March 2018

Susan from Oregon Health and Sciences University Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

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

Easier Importing!

Pros

I love that I don't have to create ImpID's for every field. I love that it imports so quickly. I love the ease of it.

Cons

Unable to update. Exceptions report has changed since we started using Connector and now I don't receive why something has exception'd out (list the id that it doesn't see, or if it exception'd out because someone has the record open). 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.

Response from Omatic Software of Omatic Software

Replied March 2018

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

December 2017

Carlene from Dexter Southfield School

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2017

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

I've saved time, money, and headaches from this! Using IOM has allowed me to solve problems which were previously unsolvable!

Pros

ImportOmatic is totally dreamy. It has revolutionized my job and allows me to import data in ways that I could not even have imagined in the past. It is incredibly flexible and saves me time, headaches, and money, while increasing data integrity through decreasing human error. I've never wanted to make out with a piece of software until I met ImportOmatic. After the demo and trying it out I realized that I didn't just want a one night stand with IOM - I wanted a long term relationship. And here we are.... more than 7 years as a client and two different institutions. IOM and I are still going strong. I have no plans to end my relationship. :)

Cons

Because the tool is so powerful and flexible there are a LOT of options to set. It is important to go through each of the settings when setting up an initial template to ensure that it is doing everything one wanted from it. But, when it gets tricky, support is there to help as are other users via the forums.

February 2019

Kelly from Louisville Public Media

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2019

Omatic makes Raisers Edge so much more useful

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.

Pros

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