A flexible import solution for the Raiser's Edge

 Import-O-Matic offers:

• Import data files from banks, lockboxes, mail houses, prospect lists, event participant information, tribute gifts, volunteer data, other databases (chapter, patient, SIS, nationals, church or parishes, check-in systems, etc.) or web sites efficiently and accurately

• Process constituent, address, gift, participant, volunteer, tribute, prospect, and relationship records simultaneously

• Numerous fields for constituent, address, gift, action, attribute, or notepad records can be imported

• On-the-fly duplicate checking allows users to view and select from a list of possible matches

• Automatically set "follow up" attribute flags on constituents and gifts

• Create multiple custom profiles to accommodate nearly any file layout

• Unlimited users per database

• Optionally import gifts directly into gift batches

• Set default values for fields on new constituent or gift records

• Merge/change duplicate records on the fly

• Add or update addresses, as appropriate, with the click of a button

• Automatic field value translations to standardize data on the fly

• Create static results queries for all records modified or added

• Automatically create or import constituent action records

• Import time sheets and job assignments for volunteer records

• Add or update individual, organization, and education relationships
  
  
• Optional add-on to schedule the import
  
  
• Flexible configuration and end user control
  
  
• User friendly interface and easy to understand configuration
  
  
• Better utilize internal resources