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ImportOmatic
Description de ImportOmatic
ImportOmatic, la solution phare d'Omatic pour l'intégration de données à but non lucratif, importe les données dans Edge NXT de Raiser provenant de n'importe quelle source externe, en prenant en charge tous types et formats d'informations et en nettoyant les données au cours du processus. ImportOmatic redéfinit l'efficacité grâce à une intégration intelligente qui retrouve les informations avec précision, élimine les doublons et normalise les données pendant l'importation.
Qui utilise ImportOmatic ?
L'éditeur propose des solutions et des services d'intégration pour les organismes à but non lucratif de toutes tailles dans les domaines des arts et de la culture, de la fonction confessionnelle, des fondations et établissements nationaux, des soins de santé, de l'enseignement primaire et secondaire et de l'enseignement supérieur.
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Avis sur ImportOmatic
We have been using IOM for 6 years now and have loved how easy it makes transferring data by import.
Commentaires : The ease of use, fantastic support, and ability to move data in and out of my database with ease.
Avantages :
I love that if I can get the data in a .csv, I can get it into my database. The opportunities are endless.
Inconvénients :
Sometimes trying to figure out error codes and what they mean can be hard, but support is always there to help.
IOM changed my work life
Commentaires : I just love IOM. I am able to get large numbers of gifts into our system quickly during our busiest time of the year. And we update RE with MailChimp campaign activity, subscribers, unsubscribers, and adding new emails into MailChimp. AND Omatic Support is great - timely, responsive, and so friendly!
Avantages :
The best thing is the auto-matching to existing records, with the ability to set what it matches on and when to ask you about it before importing. Before IOM we used the Net Community part (RELO) and it took FOREVER to one-by-one match records. We have an event that brings in 100s of donations weekly and I could never keep up with processing them. But now with IOM, I am on top of them every single day. And therefore, we are thanking our donors EVERY day! I also LOVE the ability to have things checked on the records depending on how the data comes in, i.e., if a new donor gift with no address, the "has no valid address" box is checked on the record after IOM imports it. So efficient!
Inconvénients :
The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match. So then I spend the time going into the record to see how they are connected, only to discover that they aren't - it's just an expired address. There's no way to search only on active addresses.
Usability
Commentaires : The Omatic trainers and customer service teams are amazing. They're super quick to respond to cases and easy to work with, in general.
Avantages :
We are so appreciative of the Profiles we were able to build during our training sessions. These have helped us immensely when pulling into RE event registrations or donations from our website.
Inconvénients :
We are finding that there seems to some gifts that don't import through from our website and sustaining gifts are also hit-or-miss whether they're pulling through correctly (or at all). We continue to work with Customer Support to try and identify these issues and resolve them as quickly as possible.
Réponse de l'équipe de Omatic Software
il y a 4 ans
Hi Candace, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.
We spend more time with donors and less time with spreadsheets
Commentaires : Reduced hand-data entry. Reduction in errors. Increased flexibility.
Avantages :
I no longer have to prep my spreadsheets for my regular imports. I occasionally forget how amazing of a statement that is. Virtual data fields and dictionaries can be set up ahead of imports, including the ability to skip records that meet certain criteria. It matches or creates records, addresses can be old or slightly different--I choose when to update or ignore It matches on "close" names, if I want it to. I have fewer multi-pass imports, because so many more things can be done with each pass. But the biggest thing is that we are able, with the same number of staff members, to better customize our donor solicitations because we don't have to spend hours and hours pouring over column over column in thousands of lines of spreadsheets. Omatic lets us customize based on what we already know about our donors, which gives us time to continue learning more about them.
Inconvénients :
It's sophisticated and robust. Which means if you're someone who hates instructor-led training and just likes to click around to learn, it will take you ages to learn everything it can do. It's SO incredibly customize-able--it will suggest but not dictate for many fields--that people who want full functionality without a learning curve are going to flat-out miss out on all the things it can do for you. If you are constantly in a work environment where you feel it's easier to do something the slow, hard way than figure out an easier way--if there is never an opportunity to slow down and learn something new--you won't realize its full benefits.
ImportOmatic review
Commentaires : We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data. We also use it for data cleanup - export data from RE, manipulate it in the spreadsheet, and then reimport it to clean up the records.
Avantages :
We've used ImportOmatic for years to streamline our import processes - rather than having to use several different RE processes, we can use a single file and a single import process to add/update records. The ability to set up import dictionaries and use the API to manipulate the imported data is tremendously useful.
Inconvénients :
I don't have much in the way of cons. ImportOmatic does a great job of addressing some core weaknesses of RE. It's allowed us to function with RE without having to maintain our own custom solutions.
Réponse de l'équipe de Omatic Software
il y a 4 ans
Hi Josh, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again.
