Did you know that creating ImportOmatic profiles in your live database doesn’t have to be risky business? I often get asked if there is a benefit to working in a live database when teaching ImportOmatic, and the answer is yes! Although working in a sample database can...
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...
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...
When bringing new information into your donor database, ImportOmatic can both streamline the process and ensure that the right data makes its way into Raiser’s Edge™ (RE). Users can learn how ImportOmatic “thinks” by learning the three main types of interactions that...
Let’s face it, anyone can get easily overwhelmed when it comes to planning their next campaign or event. But, there is a silver lining! Planning doesn’t have to be a headache. As a project manager, I believe that every plan can be confidently and successfully executed...
