When organizations are making the leap to quick and easy data imports for Raiser’s Edge™, many opt to initially test their newly created ImportOmatic profiles in their sample database. After testing and checking, the profiles are then transferred to their live...
Amanda Tetanich (bCRE) is an Omatic Software Consultant that also knows Blackbaud products inside and out. Prior to her work at Omatic, she held several roles in Customer Support and Training at Blackbaud, including being the Product Lead for Blackbaud’s Target...
More often than not, organizations will have multiple data sources that they need to import into Raiser’s Edge™. For example, K-12 and higher education institutions often house student information in external databases. Then, during graduation season, it becomes...
Sean Lottman, bCRE, is a Software Solutions Consultant with Omatic. The Omatic crew is thrilled to have him on board as a relatively new team member! When Sean is not enjoying hiking, he conducts Raiser’s Edge (RE) and fundraising consulting engagements. He also...
Previously, we examined some of the transformational ways that List Management boosts the power of Raiser’s Edge™. You may now be wondering how you can implement List Management into your importing practice. With that in mind, below are four example scenarios where...
Prospects are the lifeblood of fundraisers, which you probably already know full well. For many organizations, there is a strong inclination to import and gather as much information on prospects as possible. Am I right? Then, you’re faced with the question – how do...
