Top Ten ImportOmatic Tips from the Omatic Support Team

Sep 5, 2013

Below is a list of 10 of the most commonly asked questions our support team gets, we hope it helps!

1. Explanation of interactive pop-up boxes
Do you have the IOM User Guide?  The most current User Guide is available on our website.

The section titled “Import Processing” contains detailed explanations of each of the interactive pop-up boxes you may encounter during an import, along with explanations of all of the options on each one. The entire User Guide is a fantastic resource, but I find this particular section to be invaluable during an import.

2. Hosted by Blackbaud and not seeing ImportOmatic In your plugins section?
For clients who are Hosted by Blackbaud: If you cannot find IOM in your Plugins section, are you in the BBNC link for RE? All plugins are suppressed, by Blackbaud, in this link. You must access RE via the “regular” RE 7.9.2 link to see IOM, and your other plugins.

3. Can’t find ImportOmatic’s configuration section?
If you cannot see IOM Configuration, and therefore cannot edit existing profiles nor create new ones, then your organization has selected the option to only allow Blackbaud’s The Raiser’s Edge 7 users with Supervisor rights to access IOM Configuration. You will need to contact this individual at your organization to assist with editing your profile.

4. Required fields
Does your import contain all required fields, including those that are required specifically by your organization, in addition to the ones RE requires by default? This can be a common area left off when importing, but is important for a successful import. Make sure you have looked over your profiles to include all required fields needed.

5. Editing a Profile
Do you need to add, or remove, columns from the Field Map, or Virtual Fields, in an existing profile? You can easily manipulate any columns needed by simply using the right click menu in those screens.

6. Default a Profile
Want the profile you were just working on to automatically be the one in the “Import Profile” box when you go to Import Processing? All you need to do is open your profile and click the “Default Profile” box in the upper right corner of your profile. NOTE: This is a global setting, so your profile will now be the one in the box for all IOM users.

7. Default Data Folder
Want to have IOM already be in the folder with your import files, when you are in Import Processing? Simply open a profile and go to the Defaults section of each profile, there is an option to set a “Default data folder.” Set this to be the location where your data files for this profile are stored. Then, when you choose this profile in Import Processing and browse for the file to import, you will already be in the right folder and simply have to choose your file!

8. Error and Exception Files
Unsure where your Error and Exception files are being automatically saved? You can find the location by looking here in your IOM profile: Open the desired profile —>Output—>Files—> Location for error/exception files: <path>.

9. Renaming an Import File
Did your file get renamed during your import, but you need to run it again and you forgot to rename it before you browsed in the Import Processing window? Never fear!

When you get to the location of the file, change the files type drop down to “All Files” from .CSV or .TXT. Then, when you find your file single click on it to highlight it, then single click again (give it a couple of seconds between clicks so your computer doesn’t think you double clicked), and you will be able to rename it right there. Many of you have seen me do this with you on screen sharing. Now you know my secret.

10. Contacting Support

Do you need to contact Omatic Support for assistance? Maybe you just want to chat, or ask us how the weather is today? We’d love to hear from you!

Omatic Software
Omatic Software is dedicated to integrating disparate systems and democratizing data access for today’s nonprofits. Founded in 2002, Omatic has worked with thousands of nonprofits globally to remove their data barriers by integrating systems and enabling nonprofit teams to leverage their donor data rather than be burdened by it. The Omatic team has one goal – unleashing the power of data to show a complete view of your donor, enabling data-driven decision making and opportunity creation for your organization.