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ImportOmatic
Conheça ImportOmatic
Solução principal da Omatic para integração de dados de ONGs, o ImportOmatic importa dados para o Edge RE NXT, da Raiser, de qualquer fonte externa, oferecendo suporte a todos os tipos e formatos de registros e limpando dados ao longo do caminho. O ImportOmatic redefine a eficiência com uma integração inteligente que combina adequadamente os registros, elimina duplicações e padroniza os dados à medida que são importados.
Quem usa ImportOmatic?
Soluções e serviços de integração para organizações sem fins lucrativos de todos os tamanhos em arte e cultura, organizações religiosas, fundações e organizações nacionais, saúde, ensinos fundamental e médio e ensino superior.
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Avaliações do ImportOmatic
ImportOmatic is vital for Raiser's Edge
Comentários: The ability to import records into Raiser's Edge more easily and seamlessly than with any other product or Blackbaud feature.
Vantagens:
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.
Desvantagens:
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.
ImportOmatic review
Comentários: 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.
Vantagens:
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.
Desvantagens:
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.
Resposta do Omatic Software
há 4 anos
Hi Josh, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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.
Usability
Comentários: The Omatic trainers and customer service teams are amazing. They're super quick to respond to cases and easy to work with, in general.
Vantagens:
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.
Desvantagens:
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.
Resposta do Omatic Software
há 4 anos
Hi Candace, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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.
Omatic makes things much easier!
Comentários: My overall experience with Omatic is great. It's a timesaver and a tool that contributes to my efficiency.
Vantagens:
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.
Desvantagens:
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.
Resposta do Omatic Software
há 4 anos
Hi Christian, 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.
Indispensable Tool
Comentários: 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.
Vantagens:
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.
Desvantagens:
I would like to be able to add to the dictionary on-the-fly.
Resposta do Omatic Software
há 4 anos
Hi Donna, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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.
