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

Live Training & Webinar Options


ImportOmatic Refresher Live Training

Thursday, February 20th from 11:00 a.m. – 1:00 p.m. ET
Wednesday, March 4th from 10:00 a.m. – 12:00 p.m. ET
Thursday, March 19th from 3:00 – 5:00 p.m. ET

For Existing ImportOmatic Clients Only*

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, and much more! Cost: $149.99/person

*ImportOmatic Refresher 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.


ImportOmatic Basics Training

Monday, March 2nd – Thursday, March 5th from 3:00 – 5:00 p.m. ET
Monday, March 23rd – Thursday, March 26th from 10:00 a.m. – 12:00 p.m. ET

For Existing ImportOmatic Clients Only*

Register for a special package price of $749.99. Classes can also be purchased individually for $199.99/person per session.

In this 4-part ImportOmatic training series an Omatic Consultant and Instructor will provide training and insights into the key components of ImportOmatic:

  • 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 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.