
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
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"Love the new features in the IOM 1.9!! You guys really listen when those of us in the trenches speak... the new features help tremendously!!"
- Kera H.
Special Olympics Pennsylvania
"Import-O-Matic has increased our gift processing productivity on small gift campaigns by 82% while eliminating some of the human error."
-Bill F.
Teach For America
"We already hired a bunch of temps for our year-end processing, but now I don't know what they're going to do!"
-Frank H.
McCormick Foundation
"Our ROI analysis of Import-O-Matic shows that we are saving over $1,000 per week... your software is rad!"
-Xochitl V.
Prostate Cancer Foundation
"I can't tell you how happy we are that we ran across your company and Import-O-Matic. It not only saved us a significant amount of money and development time ~ it also left us with a product that we could use for other types of imports once our initial migration was complete. Throughout the project, the responsiveness of your staff was truly amazing ~ it has been a pleasure to work with you!"
-Rick S.
Boys Town
"I am so glad that I saw your banner ad last year; IOM is a great tool to simplify and improve the import capabilities of RE. Thanks!"
-Marge M.
American Humane Association
"Import-O-Matic has been the key partner for Mercy Corps in automating nearly 60% of our gift data entry. What took us 4 hours to do now takes about 45 minutes. IOM is reliable, flexible and fast. And the folks behind it have provided consistently outstanding support. I highly recommend Import-O-Matic to anyone looking to speed up and automate much of their gift data entry!"
-Faith D.
Mercy Corps
"I had a Wonderful-O-Matic moment last week, when importing Recurring gifts, which you know is a real chore in batch because you can’t set a default schedule. With IOM and a default gift set, it was a breeze!"
-Nanette K.
Oregon Food Bank
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