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Omatic Product Training Resources

Group Trainings are now included with the Omatic Training Pass subscription! Discover the ins and outs of Omatic products with the convenience of online class atmosphere. For support concerns please contact support@omaticsoftware.com.

Live Training & Webinar Options

ImportOmatic Refresher Live Training*

2022 dates coming soon

This training is for those already experienced using ImportOmatic but in need of a refresher. The training will be led by an Omatic Software Consultant. During the training, the consultant will cover the following aspects of the product: access, configuration settings, and much more!

Cost: $149/person *Fee does not apply to current subscribers of Omatic Training Pass.

*ImportOmatic Training Prerequisite: Attendees must have ImportOmatic installed at their current organization and must have had some experience working with the product. This training is intended to be a refresher for current users only.  If classes are cancelled for unforeseeable circumstances, registrants will be registered for the next available training. 

ImportOmatic Basics 2-Part Training


Monday, November 29th – Tuesday, November 30th from 10:00 a.m. – 12:00 p.m. ET 

 For Existing ImportOmatic Clients Only*

Register for a special package price of $349. *Fee does not apply to current subscribers of Omatic Training Pass

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

Session 1: ImportOmatic Preparation and Profile Creation

  • 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
*ImportOmatic Basics Series Prerequisite: Attendees must have ImportOmatic installed at their current organization and must have had some experience working with the product. The training focuses on general functionality and the organizations specific processes for using the product should be reviewed before attending the training.
If classes are canceled for unforeseeable circumstances, registrants will be registered for the next available training. 

Moving Past the Basics – Gifts*

2022 dates coming soon

This training is for those already experienced using ImportOmatic but who want to learn more advanced skills. The training will be led by an Omatic Software Consultant. During the training, the consultant will cover the following aspects of the product: gift fields, mapping, importing and validation plus so much more!

Cost: $149/person *Fee does not apply to current subscribers of Omatic Training Pass.

*ImportOmatic Training Prerequisite: Attendees must have ImportOmatic installed at their current organization and must have had some experience working with the product. This training is intended to be an advanced session for current users only. If classes are cancelled for unforeseeable circumstances, registrants will be registered for the next available training.