Resources for Success

Get the Most Out of Your Omatic Software

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

Wednesday, August 5th from 10:00 a.m. – 12:00 p.m. ET
Tuesday, August 18th from 2:30 – 4:30 p.m. ET
Tuesday, September 1st from 10:00 a.m. – 12:00 p.m. ET
Thursday, September 17th from 2:30 – 4:30 p.m. ET
Thursday, October 8th from 10:00 a.m. – 12:00 p.m. ET
Monday, October 19th from 2:30 – 4:30 p.m. ET
Monday, November 9th from 10:00 a.m. – 12:00 p.m. ET
Tuesday, November 17th from 2:30 – 4:30 p.m. ET
Tuesday, December 10th from 10:00 a.m. – 12:00 p.m. ET
Thursday, December 17th from 2:30 – 4:30 p.m. ET

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 Omatic Training Pass

*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 2-Part Training

Tuesday, August 11 – Wednesday, August 12 from 10:00 a.m. – 12:00 p.m. ET
Wednesday, August 26 – Thursday, August 27 from 2:30 – 4:30 p.m. ET
Wednesday, September 9 – Thursday, September 10 from 10:00 a.m. – 12:00 p.m. ET
Tuesday, September 22 – Wednesday, September 23 from 2:30 – 4:30 p.m. ET
Tuesday, October 6 – Wednesday, October 7 from 10:00 a.m. – 12:00 p.m. ET 
Wednesday, October 21 – Thursday, October 22 from 2:30 – 4:30 p.m. ET
Tuesday, November 10 – Wednesday, November 11 from 10:00 a.m. – 12:00 p.m. ET
Wednesday, November 18 – Thursday, November 19 from 2:30 – 4:30 p.m. ET
Wednesday, December 9 – Thursday, December 10 from 10:00 a.m. – 12:00 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 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.