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*

Tuesday, December 6, 2022, from 11:00 AM – 1:00PM

This training is for those already experienced using ImportOmatic but in need of a refresher. The training will be led by the Omatic Technical Trainer. During the training, the instructor 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 canceled for unforeseeable circumstances, registrants will be registered for the next available training. 

ImportOmatic Basics 2-Part Training

Wednesday, December  14th- Thursday, December 15th from 1:00 p.m. – 3:00 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 the Omatic Technical Trainer 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 and 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 organization’s 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*

This training is for those already experienced using ImportOmatic but who want to learn more advanced skills. The training will be led by the Omatic Technical Trainer. During the training, the instructor 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 canceled for unforeseeable circumstances, registrants will be registered for the next available training.

Introduction to Regular Expressions for ImportOmatic – Basic*

TBD

This training is for those already experienced using ImportOmatic but who want to learn more advanced skills. The training will be led by the Omatic Technical Trainer. During the training, the instructor will cover the following aspects of the product: Defining Regular Expressions, Metadata characters, and using Regular Expressions in ImportOmatic. Additional time is allocated for questions and problem-solving.

Cost: $179/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 canceled for unforeseeable circumstances, registrants will be registered for the next available training.

Introduction to Regular Expressions for ImportOmatic – Intermediate*

TBD

This training is for those already experienced using ImportOmatic but who want to learn more about Regular Expressions. The training will be led by the Omatic Technical Trainer. This course will explore Regular Expressions in more depth, providing the learner with more challenging concepts.

Cost: $179/person *Fee does not apply to current subscribers of Omatic Training Pass.

*ImportOmatic Training Prerequisite: Attendance of the Introductory course is required. 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 canceled for unforeseeable circumstances, registrants will be registered for the next available training.