How To Troubleshoot ImportOmatic Import Profiles for Raiser’s Edge

Jul 20, 2016

Have you ever run an import that produces unexpected results for specific rows of data? Maybe you don’t know why a value for a column is always populated with the same value. Or, perhaps you are getting Invalid Code Table Entry. When situations like this arise, your go-to remedy should be to test your code AKA open your profile, go to Virtual Fields, and click the Test Code button. Then, run your problem rows from a file to check and see what values were changed before unexpected results occurred. You can see the “Test Code” button at the bottom right of the image below.

After you click that “Test Code” button, a window will populate and the following steps will need to be completed.

1) Click the Load from File button and select the file that you want to test. Don’t worry, this is not going to import data but it will use dictionaries to translate values and execute a few events where you might have custom code.
NOTE – Don’t try to use a whole import file but just create a new one with the problem row(s) to isolate those rows of data.

2) Enter the number of rows to test

3) Click the Play button (that green triangle button) right beside the “Load from File” button.

4) Evaluate the results

Your results are displayed in the middle section of the form. The top has the raw data coming into ImportOmatic. The middle section, or middle grid, has the translated values so you can see what dictionaries or code is changing these values too, including Virtual Fields.

Not only that, but you can also stop the test at the various stages. For example, in the image above I have it set to stop at BeforeDictionaries because I want to isolate some code happening just before that event so I can see what my values are BEFORE the dictionary is applied. Pretty cool!

So, next time your import produces unexpected results, run the “Test Code” feature. It will save you a lot of time and headache. Happy importing…

Steve Brewer
Steve is a Technical Consultant on the Professional Services team at Omatic Software, where he helps clients find solutions to a wide range of data and process related challenges as well as assists clients with customization programming. Steve brings over 19 years’ experience working on a broad range of Blackbaud platform’s including The Raiser’s Edge, The Financial Edge, and Blackbaud CRM. Prior to joining Omatic in 2012, Steve worked for several nonprofits, consulting firms, and other industries including the financial services and biotech sectors. Steve got his start in technology at Blackbaud on The Raiser’s Edge 7 development team. With his many years of experience working with nonprofit organizations and Blackbaud products, as well as building custom data solutions, he continues to help organizations improve their data management processes by tailoring Omatic products to their exact needs. Steve graduated from the University of North Carolina in Charlotte and holds a Bachelor of Arts degree in History.