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, May 18th from 11:00 a.m. – 1:00 p.m. EDT
Thursday, June 10th from 11:00 a.m. – 1:00 p.m. EDT

For Existing ImportOmatic Clients Only*

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 ImportOmatic.

*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.  If classes are cancelled for unforeseeable circumstances, registrants will be registered for the next available training. 

 

ImportOmatic Basics 2-Part Training

Thursday, April 22nd – Friday, April 23rd from 11:00 a.m. – 1:00 p.m. EDT
Wednesday, May 5th – Thursday, May 6th from 11:00 a.m. – 1:00 p.m. EDT
Tuesday, May 25th – Wednesday, May 26th from 1:00 p.m. – 3:00 p.m. EDT
Tuesday, June 8th – Wednesday, June 9th from 1:00 p.m. – 3:00 p.m. EDT
Tuesday, June 29th – Wednesday, June 30th from 1:00 p.m. – 3:00 p.m. EDT

 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:

Session 1: ImportOmatic Preparation and Profile Creation

This training will include:

  • 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

This training will include:

  • 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

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.

If classes are cancelled for unforeseeable circumstances, registrants will be registered for the next available training.