Two-Part New to ImportOmatic Training
Dec 13-14| 10:00 AM- 12:30 PM ET

Dec 13, 10:00am - Dec 14, 3:30pm | ET
This training is for customers that are New to Omatic. 

In this 2-part new client training series, an Omatic Consultant and Instructor will provide training and insights into the key components of ImportOmatic. Each session will provide approximately 2.5 hours worth of content with the remaining time allocated for questions from users.

Session 1: ImportOmatic Overview, Preparation, and Profile Creation

  • Reviewing the product look, layout, and flow
  • Reviewing the data file
  • Preparation and review of an import file
  • What to look out for and how to avoid potential data file issues
  • An overview of core profile functions in ImportOmatic related to the data review
  • Configuration of Duplicate criteria & Dictionaries
  • Profile Creations

Session 2: Import Processing & Exception Review

  • Common profile configurations
  • How to process files then make updates based on exceptions
  • How to update and review records throughout the import process
  • Common Error/and Exceptions and how to manage them
*New to ImportOmatic Prerequisite: Attendees must have ImportOmatic installed in advance of attending training for their current organization. The training is for new ImportOmatic clients only.