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 email@example.com.
Live Training Options
Getting Started: ImportOmatic Basics Training Series
For Existing ImportOmatic Clients Only
In this 6-part ImportOmatic training series, Omatic Consultant and Instructor, John Shephard, will provide training and insights into the key components of ImportOmatic:
- Friday, 3/9/18 – Session 1: ImportOmatic Product Overview – Prep & Profile Creation
This training will include an overview of the key components of ImportOmatic including Configuration, Profiles and Processing. During this training you will receive a demonstration of how to create a profile through processing your data, along with all other essentials for preparing to use ImportOmatic in conjunction with your Raiser’s Edge database.
- Friday, 3/16/18 – Session 2: ImportOmatic Data Review Process
This training will include insights into the data review process that is necessary when considering creation of your ImportOmatic profiles. The three key 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. For this session, you are highly encouraged to bring questions regarding files you would like to build profiles for.
- Friday, 3/23/18 – Session 3: 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 virtual fields and utilizing the functions for these fields, test code functionality best practices to help you test your mapping and functions.
- Friday, 3/30/18 – Session 4: 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.
- Friday, 4/6/18 – Session 5: Explore the options of processing an import
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.
- Friday, 4/13/18 – Session 6: ImportOmatic Exception Handling
This training will include an in-depth review of typical and non-typical exceptions that can be received when running imports in ImportOmatic. 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. An overview of intentional exception creation and the multiple files created due to this will be reviewed.
Classes will begin promptly at 1 p.m. ET. Each session will provide approximately 90 minutes worth of content with the remaining time allocated for questions from users.
ImportOmatic Refresher Live Training
This training is for all user types, from beginner to those already experienced using ImportOmatic but in need of a refresher. During the training, an Omatic Consultant will cover the following aspects of the product: Access, Configuration Settings, Retrace and Much More! Cost: $149.99/person
March 21st: Join us for a three-hour consulting session with Omatic Software Consultant, John Shephard.
During this training, you can expect to learn about the usage of regular expressions within IOM. John will cover what regular expressions are and what they can and can’t do. He will walk through the most commonly used syntax and talk about how they can be used to make your import process more efficient. Cost: $299.99/person