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

Monday, January 21st at 1:00 p.m. ET
Wednesday, February 13th at 9:00 a.m. ET
Tuesday, March 12th at 10:00 a.m. ET
Monday, March 25th at 1:00 p.m. ET

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, Retrace and much more! Cost: $149.99/person


ImportOmatic Basics Training

For Existing ImportOmatic Clients Only

January 28th-31st at 10:00 a.m. ET
February 4th-7th at 1:00 p.m. ET
March 18th-21st at 1:00 p.m. ET

Register early for a special package price of $749.99*

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 Unique Data Trainings

For Existing ImportOmatic Clients Only

Cost: $199.99/person per session

Event-Participants: Tuesday, March 5th at 1:00 p.m. ET: This session will focus on importing data to the Events module, specifically Participant data. Omatic Consultant and Instructor, Allison Buldoc, will include all aspects of the participant record such as registration fees and other donations. Discussions and demonstrations of Sponsor records will be included within the two-hour session.

Relationships-Individual & Organizations: Wednesday, March 6th at 1:00 p.m. ET: Importing multiple relationships can be challenging. Join us for a two-hour session where Omatic Consultant and Instructor, Allison Buldoc, will focus on importing Individual and Organization Relationships. She will also discuss IOM profile settings and scenarios for potential multi-pass imports.

Payment Schedules-Pledges & Recurring Gifts: Thursday, March 7th at 1:00 p.m. ET: As organizations receive gifts they may be receiving pledges and payments at the same time as recurring gifts. Creating these gift records may require multi-pass imports and knowledge of the specific schedule fields that Raiser’s Edge requires. In this session, Omatic Consultant and Instructor, Allison Buldoc, will review the multi-pass process, discuss the schedule field requirements and review settings in the IOM profile to help the import process.

Multi-Pass Imports-Tributes: Friday, March 8th at 1:00 p.m. ET: Bringing in tribute data can be complex due to the structure that Raiser’s Edge requires for the Tribute module. During this two-hour session, Omatic Consultant and Instructor, Allison Buldoc, will review the required format within Raiser’s Edge and how IOM profiles need to be structured.  Settings options and mapping fields will also be discussed since they play an imperative role in the import process for Tribute data.

List Management Refresher Live Training

Thursday, February 21st at 1:00 p.m. ET

The List Management Refresher Live Training is designed for existing users of List Management who would like to sharpen their skills and learn about recent updates to the product. This will be a two-hour, interactive session to refresh your skills with List Management. Cost: $149.99/person 


Luminate Online Refresher Live Training

Tuesday, March 19th at 10:00 a.m. ET

In this session, an Omatic Consultant will help existing users revitalize their knowledge of the integrations processes and functions. Attendees will receive a full refresher on the product’s functionality and processes with an import demonstration. This session will review the steps of updating profiles, copying profiles to create new profiles, and changing data sources for users who may have multiple profiles. Cost: $149.99/person