Welcome to Omatic product training resources! The training videos offer pre-recorded, online training for Omatic products.

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.

MergeOmatic Training

Get acquainted with navigating MergeOmatic and learn to merge duplicate records one by one or in mass.

Additional Training Options

IOM Refresher Live Group Training October 25, 2017 at 2 pm (EST)

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 Omatic Software Consultant, John Shephard. During the training, John will cover the following aspects of the product: Access, Configuration Settings, Retrace and Much More!

Training Agenda

  • IOM Setting
    • Dictionaries
    • Duplicate settings
  • Mapping Refresher
    • Standard mapping, updates from the latest version
    • Virtual fields review
  • Profile Settings Review
    • Basic profile settings to not forget, updates from the latest version
  • Exceptions review
    • Common exceptions and how to work through them

WealthEngine Connector Training

Professional Services WEbinars 2017

Coming Soon!