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.


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)

41

4 stars

(33)

33

3 stars

(8)

8

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 83 results

February 2019

Michelle from 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

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.

December 2017

Karen from MultiCare Health System

Company Size: 10,000+ employees

Industry: Hospital & Health Care

Time Used: More than 2 years

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

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

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

Replied February 2019

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

February 2019

Tim from Orthopaedic Research and Education Foundation

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

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

Industry: Fund-Raising

Time Used: More than 2 years

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.