ImportOmatic Erfahrungen

It gets data of all kinds into Raiser's Edge much easier than with the traditional import process. And it can import a plethora of vastly different types of data in a single import. Not needing an Import ID for every import makes comparing lists of incomplete information received from external sources against my database a much simpler process than the traditional method. From there, I'm given all kinds of control in whether I want to update the information we have on hand, or simply create a query of people off that list (or both). I can either automate individual options (or the whole thing) or go through them one at a time for full control.

My only small gripe about ImportOmatic is the initial learning curve made figuring out how to use it a bit tricky. When we got IOM some 3 years ago and I was setting up my first few imports... that was a somewhat confusing challenge to navigate all the possible options (even with training). Now that I've been using it for a while, they've improved that process quite a bit and I'm able to get even more types of data in than I initially was. I also have several templates built at this point that allow me to get my complex datasets into Raiser’s Edge with minimal need to build a new import every time.

This software has made the entering of gifts and constituents much easier and faster. It was a learning curve, more so because our online donation forms are intricate. I have saved valuable time and paper using this software. I wish we had done this sooner.

I think what I need is there. It is just learning to use them and the profiles effectively. I don't have anything negative to say. I think most of my issues are actually with our forms and trying to figure out how to incorporate them into the profiles correctly.

The matching algorithm - the software allows you to tweak the settings to precisely determine what is a matching record and for possible matches at what score or threshold level to prompt for user interaction to step in and make that determination if it's not so obvious.

interpreting errors when you generate exception logs- the log captures what looks like java runtime exceptions and most end users are not programmers, so if you can't decipher what the error actually is, you're only option is to search the KB articles or put in a support ticket. I think there needs to be an interpreter software piece that can read in those exception logs and provide something a bit more human readable- I think we spend more time trying to decipher the error logs then actually running the automated process- so is it truly saving the end user time? depends on how many errors there are...

We like to import ALL data from ACH deposits, from multiple revenue streams. Having IOM allows us to do that after an initial setup and some maintenance. It would be time-prohibitive without the tools.

I would like to be able to add to the dictionary on-the-fly.

The support team aiding in set-up made the process seamless. This system has not only reduced duplicate data within our CRM by 95%, but has increased confidence amidst our organization’s leadership with CRM reporting.

I found it somewhat challenging to asses platform error messages. Having an online reference for error messages with troubleshooting measures would be a great resource for consumers. I believe it would not only build confidence through understanding data flow, but also cut back on need of tech support with issues that may be resolved by the user.

It is a great a great platform for RE and NXT for data import. Our department relies on Omatic daily. The best part is the customizable set up on different module to check duplicates. Duplicates is always the issue in our database. The data dictionary and static field can be re-used and cut our development time half every time we create a new job.

Automation in RE desktop version is not available.

I like that I'm able to use Omatic software to help troubleshoot problem areas in our database so that our information is correct and relevant.

Occasionally the software can contribute to our database running slower, but only during high-traffic periods within our company.

This system seems like it will have the functionality for our organization once we can absorb and understand the basic mechanics (or steps) of running.

Integration is still pretty much up in the air. Our support person was very knowledgeable but went very fast and didn't spend enough focus going over the basics. We're still unclear about some of the data pull groups and how to process.
One of the down sides is having to 'babysit' data pulls. So far we've found the system difficult to learn. The online guide is somewhat vague and not easy to follow when you are brand new to the software.

The de-duplication feature offered in the software has been incredible in building up integrity for existing agency data. Being able to merge old records with new and standardize information has advanced our practices significantly, allowing us to better optimize our fundraising data to launch successful new appeals.

It would be wonderful to learn more (or if appropriate, add) a feature to merge non-constituent spousal records.