Who Uses This Software?

We offer integration solutions and services for nonprofits of all sizes within Arts & Culture, Faith-based, Foundations & Nationals, Healthcare, K-12 and Higher Education.


Average Ratings

8 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Omatic Software
  • omaticsoftware.com
  • Founded 2002
  • United States

About ImportOmatic

ImportOmatic is fast and easy data integration for Blackbaud's Raiser's Edge and Raiser's Edge NXT. ImportOmatic redefines efficiencies with baked-in intelligence to clean data, smart profiles for tailored processing, and an expanding catalog of connectors (including MailChimp, WealthEngine, Luminate Online and more) that make import and export a one-step process. If you're looking to spend less time manipulating your Raiser's Edge data and more time leveraging it, ImportOmatic is the answer.


ImportOmatic Features

  • Backup
  • Creation / Development
  • Data Migration
  • Data Replication
  • Data Search
  • Database Conversion
  • Monitoring
  • Performance Analysis
  • Queries
  • Relational Interface
  • Virtualization

ImportOmatic Reviews Recently Reviewed!

We spend more time with donors and less time with spreadsheets

Dec 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Overall: Reduced hand-data entry. Reduction in errors. Increased flexibility.

THANK YOU! It's a dream product!

Dec 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: 1. De-duping while importing. 2. Easy mapping. I like the fact that you don't have to type more just to get to the minimum number of characters. I am a database administrator and we value the number of keystrokes. Less is more!

Overall: It saves us hundreds of hours a year. Plus, the deduping while importing is awesome!

We've been using IOM since the beginning and love it.

Dec 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It's functionality, and it's ever changing add-on's to help us do a better job. We love having the ability to have a HUGE spreadsheet that would take days to hand-key, and with a couple of keystrokes it's in Raiser's Edge.

Cons: It has so many bells and whistles that it was difficult for me to learn at first, but once I got the hang of it I flew. :)

Overall: We got some of our precious time back.

ImportOmatic is vital for Raiser's Edge

Dec 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: ImportOmatic is the most flexible and precise importing tool available for Raiser's Edge. It integrates seamlessly and makes possible the importation of both new and established records in Raiser's Edge at the same time. As a Raiser's Edge power user and consultant, my first order of business before beginning any major project in Raiser's Edge is to make sure I have ImportOmatic available.

Beyond the base package of ImportOmatic, the ImportOmatic connector for Luminate Online to Raiser's Edge is the best connector available. I prefer to use this connector over the Blackbaud version as it is much more flexible.

Cons: I wish ImportOmatic did a better job of matching phone NUMBERS to established constituents, rather that just phone TYPES. It is my biggest aggravation with this product, and I hope it is resolved soon. I also find the address scoring feature (for matching an incoming address to a constituent's current address) annoying at times because a +4 on a ZIP code will significantly impact the similarity score between addresses, thereby requiring more "touching" of the record than necessary. That said, ImportOmatic is still way better at both of these types of processing that other products.

Overall: The ability to import records into Raiser's Edge more easily and seamlessly than with any other product or Blackbaud feature.

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Fantastic tool & it makes my job much easier. I can work smarter not harder. The staff are amazing.

Dec 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Setting up the profiles is fun and the tools (dictionaries, virtual fields, automation) are so helpful. I can add or update constituents within minutes with ImportOmatic instead of spending days doing it manually or worrying about issues with the standard import tool in RE. I can setup and change the matching criteria for profiles depending on my trust issues or trust in the file that I am importing. Being able to assign functions and proper casing within the profile means that I don't have to spend time formatting my spreadsheet every time. The training from the Omatic staff is great. Their training method of showing you how to create a profile, creating one with you, and then a following up call for any questions about additional profiles you created is perfect.

Cons: It is hard to think of cons because just in the past year Omatic has expanded the features that I had complaints about before. I miss being able to process a whole import no matter what the size under the validation mode. It just added another safety net to the process.

Overall: ImportOmatic allows me to work smarter not harder. I can import files in minutes and know that the information is coming in just the way I want it and not creating duplicate records. I don't have to spend time cleaning each import file because I created a profile once and know that it will take care of the mess for me.

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ImportOmatic is an essential piece of software for anyone organization that uses Raiser's Edge.

Dec 12, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software makes importing data into Raiser's Edge much easier and provides a ton of different data scrubbing and logic options. The various functions can end up saving an organization hours, if not entire days of work, depending on their import needs and data file. When we've had questions or suggestions they've quickly been addressed and new functions are being added all the time.

Cons: This is a serious data import program, so with that comes a certain amount of complexity. It takes a while to get the gist of how it all works and navigating through the various menu systems and options can be a little daunting at first.

Overall: By using ImportOmatic we're able to save an incredible amount of time during our regular imports and we've had a few cases where we could ONLY import data into Raiser's Edge with ImportOmatic. It improves our data consistency and accuracy by automatic scrubbing and correcting the imported data in order to fit our needs and wants. It's a *must have* for every Raiser's Edge institution.

Easy and cuts down on staff time

Dec 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: How much it speeds up importing and cuts down on duplicates. You have control without it taking hours and hours so sift through and match everything.

Cons: That fact that a lot of things you might need involve formulas you wouldn't know. For example, we needed to import credit card numbers into a batch. The numbers in the excel had a "cc-" in front of it. In order to import the numbers without having to manually remove the "cc-" our support person knew a code to do that, something we couldn't have known ourselves without much much more training.

I love Omatic! The software and the company are tremendous!

Dec 12, 2017
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is so powerful! It can handle almost any field in my database - it handles more fields than the database can! Omatic software improves the functionality of my database.

Overall: Improved accuracy, merged dupe accounts with ease, bring NCOA changes into my database in minutes, track relationships between donors my mailing use to generate 100s of returned mail - now I get one piece returned in a 10,000 piece mailing - because of Omatic!