Resources for Success

Get the Most Out of Your Omatic Software

Omatic Product Training Resources

Discover the ins and outs of Omatic products with the convenience of online training. Each video can be run on demand with the ability to pause, replay, and stop at any point. Videos can be accessed and viewed as many times as needed for your entire organization. For support concerns please contact support@omaticsoftware.com.

Live Training & Webinar Options

Trainings

ImportOmatic Basics Training Series

For Existing ImportOmatic Clients Only

December 4th, 5th, 11th and 12th at 9 a.m. ET
Register early for a special package price of $749.99* or register for an individual session at $199.99/person:

  • 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.
  • 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. 
  • 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. 
  • 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.

Each session will provide approximately two hours worth of content with the remaining time allocated for questions from users.

 

ImportOmatic Importing Specific Types of Data Training Series

For Existing ImportOmatic Clients Only

November 26th, 27th, December 3rd & 6th at 1 p.m. ET
Register before November 21st for a special package price of $749.99* or register for an individual session at $199.99/person:

In this 4-part series for ImportOmatic users, Omatic Consultant and Instructor, Allison Bolduc, will provide an in-depth training on specific types of imports. Each session will focus on a unique category including their specific preparation, multiple imports or special settings/mapping. Sessions will be two hours long and include demonstrations, practice sessions, and interaction with the consultant. Classes will begin promptly at 1:00 p.m. ET.

  • Session 1: Event – Participants
    Session one will focus on importing data to the Events module, specifically Participant data. This will include all aspects of the participant record such as registration fees and other donations. Discussions and demonstrations of Sponsor records will be included within the two-hour session.
  • Session 2: Relationships – Individual & Organizations
    Importing multiple relationships can be challenging. Join us for a two-hour session focused on importing Individual and Organization relationships where we will discuss IOM profile settings and scenarios for potential multi-pass imports.
  • Session 3: Payment Schedules – Pledges & Recurring Gifts
    As organizations receive gifts they may be receiving pledges and payments at the same time as recurring gifts. Creating these gift records may require multi-pass imports and knowledge of the specific schedule fields that Raiser’s Edge requires. In this session, we will review the multi-pass process, discuss the schedule field requirements and review settings in the IOM profile to help the import process.
  • Session 4: Multi Pass Imports – Tributes 
    Bringing in tribute data can be complex due to the structure that Raiser’s Edge requires for the Tribute module. During this two-hour session, we will review the required format within Raiser’s Edge and how IOM profiles need to be structured.  Settings options and mapping fields will also be discussed since they play an imperative role in the import process for Tribute data.

 

ImportOmatic Refresher Live Training

Tuesday, November 27th at 9:00 a.m. ET
Tuesday, December 4th at 3:00 p.m. ET
Wednesday, December 19th at 9:00 a.m. ET

This training is for all user types, from beginner to 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, Retrace and much more! Cost: $149.99/person

List Management Refresher Live Training

Friday, November 30th at 9:00 a.m. ET

The List Management Refresher Live Training is designed for existing users of List Management who would like to sharpen their skills and learn about recent updates to the product. This will be a two-hour, interactive session to refresh your skills with List Management. Cost: $149.99/person

 

 

Webinars

Insights With Experts: Database Audit Strategies

Tuesday, December 4th at 1:00 p.m. ET

Are you aware of some of the shortcomings of your database, but feel at a loss as to where the cleanup should begin? Do you observe problem areas with your data but need validation to communicate the extent and impact of the issue? Are you hesitant to move to Raiser’s Edge NXT because you believe a large percentage of your database is inactive? All of these crossroads are good points at which to consider a database audit.