Training

4-Part ImportOmatic Basics Training Series Enrollment

Jan 28, 10:00am - Jan 31, 12:00pm | EST

For Existing ImportOmatic Clients Only

Register before January 18th for a special package price of $749.99*

In this 4-part ImportOmatic training series, Omatic Consultant and Instructor, Kellie Schafer, will provide training and insights into the key components of ImportOmatic:

  • Monday, January 28th | Session 1: ImportOmatic Product Overview – Prep & Profile Creation and the Data Review Process 
    This training will include an overview of the key components of ImportOmatic including configuration, profiles and processing. During this training you will discover insights into the data review process that are necessary when considering creation of your ImportOmatic profiles. Other areas covered include preparation and review of an import file, an overview of core profile functions in ImportOmatic related to the data review, and what to look out for and how to avoid potential data file issues.
  • Tuesday, January 29th | Session 2: ImportOmatic Mapping Review – Fields & Functions
    This training will provide guidance on mapping your profiles. Topics covered include an extensive review of available mapping fields and the functions associated with them, how to create and utilize virtual fields as well as test code functionality best practices to help you test your mapping and functions.
  • Wednesday, January 30th | Session 3: ImportOmatic Profile Settings – Dictionaries & Duplicates
    This training includes an in-depth review of all available profile settings in ImportOmatic for standard data such as Constituents, Gifts, Actions, Relationships, Tribute and Prospect data (the events and membership modules will not be covered in this session). Settings reviewed will relate to data updates or changes such as duplicate criteria, updating existing records, adding additional data to records and saving exception files.
  • Thursday, January 31st | Session 4: ImportOmatic Import Processing Changes and Exception Handling 
    This training will include all of the options of processing an import, including examples of how to process files then make updates based on exceptions, how to update and review records throughout the import process and how to best decide if a profile update needs to be made. Both the validation and full import processes will also be discussed so that participants understand the differences and when each setting should be utilized. A review of the exceptions file will be conducted to understand the root cause of the exception, where updates need to be made and how to utilize resources for exception handling.

Classes will begin promptly at 10:00 a.m. ET. Each session will provide approximately two hours worth of content with the remaining time allocated for questions from users.