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

49 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 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 and Recovery
  • Data Migration
  • Data Replication
  • Data Security
  • Database Conversion
  • Mobile Access
  • NOSQL
  • Performance Analysis
  • Queries
  • Relational
  • 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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Capterra loader

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
Likely
Extremely
Likely

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.

Capterra loader

Best Import Product and User Friendly

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I've been using this product to do imports of various types for 4 years now and I wouldn't use anything else. ImportOmatic takes the guesswork out of getting the data in the database in an effective and efficient way. Having the convenience of Profiles/Templates set up for recurring imports saves so much more time than importing with the database's limited resources. Not having to manipulate the data from the source file is a HUGE time saver! Just being able to create a dictionary to correct the potential "garbage" that could go into the system saves time for me as the only person that does this function in my department and minimizes cleaning up the data. My productivity has increased substantially since I have been using this product.

Cons: The one thing I like least about the product is the limitation of validating only 25 records at a time when you are using ImportOmatic in the hosted environment. Outside of the hosted environment there was no limit on the number of records and the ability to import after validating all the records was seamless. It also seems counter intuitive to allow help tickets to be entered online, but the only way to receive an initial response is a return phone call. I think it would be more productive if there was a chat option.

Overall: Overall ImportOmatic is a great product with more pros than cons. When I've spoken with someone from customer service I have had nothing but great experiences.

Allows me to import easier than just thru RE7-also has some drawbacks, updating, exceptions report

Mar 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love that I don't have to create ImpID's for every field. I love that it imports so quickly. I love the ease of it.

Cons: Unable to update. Exceptions report has changed since we started using Connector and now I don't receive why something has exception'd out (list the id that it doesn't see, or if it exception'd out because someone has the record open). During a simply import like adding only an appeal code to an existing record it exceptions out and then wants to add as a full constituent.

Overall: Easier Importing!

Vendor Response

by Omatic Software on March 06, 2018

Hi Susan-
Thank you for taking the time to respond! I am sorry you haven't been able to update. I see that you had an open ticket with our Customer Support team regarding this issue but it has been closed. I will have someone else on the team reach out to help resolve this issue.
Thanks,
Marcia Hightower
Customer Success Manager

Capterra loader

I want more than a one night stand with IOM. I want a long term relationship.

Dec 21, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ImportOmatic is totally dreamy. It has revolutionized my job and allows me to import data in ways that I could not even have imagined in the past. It is incredibly flexible and saves me time, headaches, and money, while increasing data integrity through decreasing human error. I've never wanted to make out with a piece of software until I met ImportOmatic. After the demo and trying it out I realized that I didn't just want a one night stand with IOM - I wanted a long term relationship. And here we are.... more than 7 years as a client and two different institutions. IOM and I are still going strong. I have no plans to end my relationship. :)

Cons: Because the tool is so powerful and flexible there are a LOT of options to set. It is important to go through each of the settings when setting up an initial template to ensure that it is doing everything one wanted from it. But, when it gets tricky, support is there to help as are other users via the forums.

Overall: I've saved time, money, and headaches from this! Using IOM has allowed me to solve problems which were previously unsolvable!

Omatic makes Raisers Edge so much more useful

Feb 15, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: There are a few different import tools for Raisers Edge, but ImportOmatic is the best one by leaps and bounds. The standard Raisers Edge imports work for very basic things, like adding actions, but Omatic is a necessity for anything more complicated. You can add or update name/address/email/phone AND add gifts at the same time. It matches constituents automatically (which actually works well). The best part is that gifts go into a batch, which you can review for accuracy before committing.

Cons: The only downside to Omatic is that because it does so many things, it is a little complicated. You need someone on staff who is tech savvy enough to setup the imports and troubleshoot if something changes. If you add new fields to a donate page, you have to update the import profile in Omatic, and that takes attention to detail. Omatic has really good training and help articles though. It's all in plain English and doesn't need any special coding.

Overall: I can't recommend them enough. It adds so much functionality to Raisers Edge. It will let you integrate basically any third party software with Raisers Edge almost seamlessly - from email marketing to volunteer management to online donations.

ImportOmatic Makes Batching Easier

Feb 15, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love the review of constituent records vs incoming information and the ability to make very specific changes to records before committing import. It's much easier than reviewing record by record in Raiser's Edge batch and going through at least 2 tabs per record. It also makes it possible to edit a batch in a spreadsheet or other database software vs using Batch.

Cons: Some of the updates caused a loss of attribute information or the need to create more than one profile, but it seems like these unexpected outcomes are corrected in later updates.

Overall: I love it and recommend it. It makes using Raiser's Edge much easier and is a tremendous improvement over Raiser's Edge import.

Overall, I love the product. We've had our issues in the past on various things, but support helps.

Dec 15, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's a lot easier to use than RE's import and it's move efficient. I love the use of virtual fields. Dictionaries are so helpful too. I appreciate that I don't have to frequently manipulate spreadsheets. Plus, it loads much faster than the RE import and produces errors and makes it easier to identify and import the errors.

Overall: Time saver is the biggest thing. Because it's easier to use than RE Import, it saves time on a lot of various tasks, from the use of virtual fields and dictionaries, to easily reloading errors. It's a great product.

ImportOMatic for Raiser's Edge

Feb 15, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Works seemlessly with Raiser's Edge. The duplicate search features and dictionaries drastically reduce the amount of time spent on manipulating data sets that we are importing into our database.

Cons: In interface could be more intuitive to allow for less training of new users.

Overall: ImportOMatic and Omatic Softwares are valued software providers that have reduced our processing time. The ease of use has allowed us to widen the scope of data that we include in our Raiser's Edge database.

Capterra loader

We've used Importomatic for 5 years...configuration was difficulty, but now easy to use

Mar 01, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Reliable, bug-free product. Adding/configuring multiple data points/record types makes this a much better solution than the standard Import function of RE.

Cons: Error messages are non-user-friendly, not easily diagnosed. There is a current bug in 3.5.1.2 that no longer renames the import file after the import is complete. We've had to change our processes until this bug is fixed.

Overall: Streamline out daily import/updates

Good tool that we use daily

Feb 15, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Import O-Matic makes importing all kinds of data into the Raiser's Edge so much easier than the native import functionality.

Cons: I don't love the user interface. Wish it could be just a little friendlier. Although importing data is a complex and detailed process.

Overall: Overall we have had a very good experience using the import O-Matic products. We also use another product called Mayo automatic and are very happy with that as well.

OMagic

Feb 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of mapping fields and detailed process doc makes importing records easy. The added feature of creating a gift batch or adding records to an existing gift batch is also very handy.

Cons: We do not have any negative experience to share

Overall: We are very happy with IOM and have been using for the past five years plus. It makes importing easy for all level RE users.

Wonderful experience using this software.

Mar 01, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The profile creation is pretty much seamless. I prefer using ImportOmatci versus the classic RE import option.

Cons: I wish support had a chat option- creating a ticket is often not the option best suited for my needs at times.

Vendor Response

by Omatic Software on March 06, 2018

Hi Krystal-
Thank you very much for taking the time to respond. We are thrilled you've had a great experience with ImportOmatic.
Our Customer Support team is always interested in making our clients lives easier. They have some great things on the horizon for 2018!
Thanks
Marcia Hightower
Customer Success Manager

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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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 have been using IOM for 6 years now and have loved how easy it makes transferring data by import.

Feb 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love that if I can get the data in a .csv, I can get it into my database. The opportunities are endless.

Cons: Sometimes trying to figure out error codes and what they mean can be hard, but support is always there to help.

Overall: The ease of use, fantastic support, and ability to move data in and out of my database with ease.

Good, does what is says it will do.

Feb 26, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: basic and simple, straight forward. Integration with Google is as we hoped. We hope to continue using this product as it evolves

Cons: renewing the license causes some hickups. As features are added, we needed to change our licenses which caused some issues.

Powerful tool

Feb 17, 2019
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
Likely
Extremely
Likely

Pros: It provide us with the ability to automate many of our import needs

Cons: Some of the options are not as intuitive as one would think

Overall: Omatic helps us uploade data from our Phonathon software to RE every day.

We can now bring in our new student record into RE in weeks rather than months

Importing Phonathon gifts and appeal responses into RE

Feb 26, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The ease and effectiveness of getting a large amount of data into Raiser's Edge. No need to clean the data prior to the import

Cons: No clear explanation of errors when import doesn't go as expected. Pretty complicated way to set up an import profile.

Capterra loader

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
Likely
Extremely
Likely

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.

ImportOmatic helped us to overcome challenges we faced with appends and updates that are more comple

Feb 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease if use! Simple field selections allowusers of all levels to adjust to their departments needs.

Cons: Minor compatibility issues with Blackbaud products. Stellar staff at ImportOmatic helped us to overcome.

it has been extremely difficult

Feb 15, 2019
2/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money

Pros: the promise of ease and time saving sounded great, unfortunately that has not been our experience

Cons: Luminate Connector is NOT a time saving tool, and profiles still not working months after implementation

Overall: Update - we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional services involved to assist with resolving omatic group-sync issues.

currently seeking professional services combination of RELO and Omatic, as these issue remain unresolved with support.



- Run RELO at the same time as Luminate Connector - as the omatic group sync profile is causing too many problems to list

- Can either of these tools bring registrants into the events module, prior to bringing the donations over?

- Can either of these tools prevent the runaway duplicate situation in Luminate Online? I suspect once group sync profile is fixed, this will resolve itself

- Can either of these tools bring constituents over who have not yet made a donation, rather signed up for a newsletter? The omatic constituent import is not working because group sync has overwritten Country from Canada to Cnd and there are thousands of updates (errors) to click through to find one new genuine newsletter subscriber.

- What happens to all the monthly donors that were set up with omatic? a return to RELO would break all those subscribers connections to the original recurring gift.

- Creating an email group takes 3 hours for 30000 records, everytime annual giving wants to send an email - Omatic says that the only resolution is getting faster internet (RE is hosted by Concourse and Luminate Online is hosted by Blackbaud), who needs faster internet?

Ever since we got IOM, we've been really enjoying what it can do for us.

Dec 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the fact that it uses Raiser's Edge term, therefore it's very user friendly. And it's easy to share and train others.

Overall: I save time and apply consistencies importing data from multiple sources.

Omatic has saved me so much time in importing data, but it is somewhat confusing to get a hold of it

Jan 09, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I love the vast amounts of data it can handle at once-- it has saved so much time in importing both gifts large and small, and constituent information.

Cons: Getting your feet wet with this software is somewhat daunting, as there are many intricacies in the software and imports cannot be reversed. It is also difficult in that some missing fields lead to constituents and gifts with information that need to be corrected.

Overall: It saves vast amounts of time and is quite a robust operation.

Best software to import mass data effectively with flexibility

Dec 18, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ability to customize all fields, create virtual fields, score data and preview import before committing

Cons: minor thing is that the view on certain importing fields is small and training others to create maps and set up is difficult

Overall: capabilities to connect 2 databases and analyze more effectively our customers

ImportOmatic has been a great investment for our organization

Feb 22, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: You can import data from basically any source and you get to customize the import profile to fit your needs.

Cons: The only thing that is inconvenient is updating profiles and/or dictionaries after a version update.

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
Likely
Extremely
Likely

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!

It's very useful software, however local support in Australia can be lacking

Mar 01, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It adds a lot of great functionality that isn't in RE but should be. It's also probably quite a bit easier to use than the Blackbaud Import, however we're well trained in that so we still use it at times

Cons: Mainly the lack of Australian support, and that I always feel like we aren't taking full advantage of it

Overall: We are able to setup imports to RE without having to do too much work on the incoming files

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
Likely
Extremely
Likely

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.

Hard to get started, even for people with alot of RE experience. Instructions not always too clear.

Feb 23, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Once you do get started,it integrates real well with Raisers Edge. A lot of fields you can import. Import time reasonably fast. I like the function that you can pull up the RE record right on the same screen.

Reasonably priced.

Cons: A long learning curve. Explanations and instructions not too clear for a new user. Would like some hard copies of the training for training purposes. They updated our version without letting us know what fields had been changed, confusing!

Overall: Time saver, could check errors before the import was done.

Capterra loader

ImportOmatic has saved us time on large new constituent and gift entry tasks.

Feb 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Using ImportOmatic has allowed us to reduce the number of staffers needed and time taken on our large new constituent loads. It has also allowed us to integrate some third party info into our gift batch processes.

Cons: Some of the phone and address options are not compatible with our current data handling methods, but that is not necessarily a critique of those options. We've also experienced the need to change the same linking across multiple individual, but related, profiles when there were changes in methods within the source of the data.

Overall: Our team has been able to use this software to reduce the amount of person hours needed for several recurring large tasks monthly and through out the year.

From day one, the support team has been amazing in my experience.

Feb 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The ability to use csv data files for gift and constituent import into RE is a huge time-saver in the long run. Over the last decade, our data entry projects have grown exponentially and this tool is exactly what we needed.

Cons: The learning curve is difficult, but with patience and practice it gets better. I do not specialize in API nor coding, but with the support team I am able to comprehend IOM and use their tools. Once data is imported we use integrity reports to help fine tune our data to our internal standards.

Overall: Departmental respect for willing to overcome a learning curve in order to better serve our data needs.

Capterra loader

Honestly, I hardly ever use it, but when I do it's great.

Dec 18, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Importomatic is definitely easier to use than Raiser's Edge's import tool. I like the side by side matching function. We have duplicates in our database that I clean out from time to time, so this allows me to makes sure I get the right info on the right record.

Cons: It's still a little complicated to use. I wish there was a way to make this less jargony, more point and click-ey. I think I made that up... :) I guess what I am saying is I wish there was a tool that was super SUPER easy. I also would like it if there were a pay per use option. I only use it a couple times a year.

Great overall experience.

Feb 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It truly works as it says it does. Information goes into our database with ease and accuracy. The importing process is seamless once the profile is set up.

Cons: It wasn't as seamless of a process to get everything going once we were in the hosted environment. This may not be as much of an issue now, but some consideration for staying in constant contact with all parties involved to ensure all parts are connected and running properly by promised date.

Overall: The greatest benefits of this software have been the ease an accuracy of getting new and updated information into our database.

Efficient, more detailed and feature-packed than RE's Import function. Definitely prefer IOM.

Mar 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact table categories do not need to be specified in the import file. As opposed to RE's Import, a separate column for the table category is required. And I also really enjoy the side-by-side comparison of new and existing data in the database.

Cons: Don't think I've seen an import function for events in RE. Having this would be ideal for event imports for constituents and non-constituents.

Overall: Faster, easier, more efficient processes of getting new/updated data into the RE database. Any future plans for NXT functionality?

Helpful for the right users

Feb 15, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Import multiple values into the system quickly. More flexible than the Blackbaud Import features allowing for more importing from our users.

Cons: The support side is a little bit hard to wrap my mind around. If you are not a frequent user it is easy to miss the nuances of the import and the support/knowledgebase can be limiting.

Overall: Overall it has been ok. We are thankful to have a system that integrates into Blackbaud. I haven't been happy with some of the glitches in the system which disables some of my profiles.

ImportOmatic takes RE importing to the next level. It saves time and decreases duplicates.

Dec 13, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: IOM's best feature is its ability to identify duplicates and potential duplicates and its ease in merging.

Cons: I wish you could stop midway in an import file and pick back up later where you left off. With large imports, we have to break them up into chunks.

Great Product, Customer Support Somewhat Lacking

Feb 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The software is easy to use. The profiles take a bit of time to set-up in the beginning, but once you have them set-up importing data is simple and efficient.

Cons: My least favorite aspect of purchasing this software was the customer service. In the initial purchasing stage, I experienced terrible customer service with trying to get the contract implemented and scheduling introductory conference calls. Not sure how a company that supports so many customers is lacking in the customer service area.

Overall: Ease of use, efficient, streamlined processes

Vendor Response

by Omatic Software on March 02, 2018

Hi Monique-
Thank you for taking the time to respond. I am sorry you had a bad experience during implementation. I will be in touch early next week to discuss how we've made improvements. Have a great weekend!
Thanks,
Marcia Hightower
Customer Success Manager
Omatic Software

Great to use, and great customer service.

Mar 07, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software can do so much for your data. Gone are the days where everything needs to be hand-keyed. Once a profile is created you can copy and adjust as necessary. The training offered is great and the customer service is exceptional.

Cons: For some of us it was difficult to use at first. It can do so much, that some of our staff missed a few steps in the beginning.

Overall: We no longer have to hand key our information into our database.

Overall, ImportOmatic is easy to use and fairly intuitive to setup.

Feb 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: We like having the ability to do imports and get data into Raiser's Edge quicker, especially leading up to our busy Run/Walk event.

Cons: The duplicate search feature doesn't always work as we would like it to, other than that we are pretty happy with this software.

Product saved us so much time

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The company s so amazing. They are one of the most helpful company's that I had the pleasure to work with. Not only do they tailor their software to your organizations needs, they are always transparent and respond so quickly. It is a lot of work to set up your import for your organization, but they dedicate hours of training and one-on-one conferences to help you. Everything is really taken step-by-step, which helps for the process to not be overwhelming. They work with you to make a schedule and plan. Everything is set up pretty fantastically.

Cons: I honestly can't even think of something that I don't like wit this software yet.

I am a new and infrequent user of IOM (only use for major projects) it has been a great experience.

Feb 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the efficiency and ease of use that IOM provides. It's very straightforward and easy to manage, most times.

Cons: Although, IOM is very straightforward, there can be aspects that a confusing and fields that are not as clear.

Overall: Quicker more efficient imports/data.

I work with Imports daily so that our system contains information of volunteers & employees.

Mar 02, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Pros: The software makes possible to accomplish task that without it would become so much time consuming. It makes our life easier.

Cons: When working from a remote location, it takes up to double the time to complete a task if using Importomatic.

Shaky beginning due to poor training - unsure if that's my company's fault or yours.

Feb 22, 2018
3/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Being able to get days of work done in a few hours. Now that I have this tool, my workload has been quite a bit better and less stressful. I appreciate that tremendously.

Cons: Not as intuitive as I would like - I have to manipulate my data quite a bit. I believe we could have used a full fledged, in person type of training. I'm unsure if the company's contract doesn't cover that and perhaps that is why we were lost for the first few months of using it. Once we went through things with one of your reps, she was so patient with us and walked us through it until the bulb went off in our brains! I wish I could remember her name because she is awesome!

Vendor Response

by Omatic Software on March 02, 2018

Hi Mary-
We appreciate your feedback. I would love the chance to speak to you about your experiences with Omatic. I will reach out early next week. Have a great weekend!
Marcia Hightower
Customer Success Manager
Omatic Software

Nice Add-on Tool

Feb 15, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: How it integrates with Raiser's Edge in the importing of files

Cons: The complexity of setting up the file - it would be nice if templates were available

It is worth the money and has made importing process a breeze.

Feb 26, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Importing process is much easier. No previous clean up and creating records before import process. I use it for both importing Luminate Gifts - and csv spreadsheets.

Cons: Hard to get on the phone with support staff. So if you are in a middle of importing - you have to wait to hear back from the support staff. Instant support whether chat/phone will be great addition.

a huge timesaver

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ImportOmatic helps reduce the number of duplicate records that naturally occur when importing compared to using the import tool with the Raiser's Edge

Cons: Our biggest obstacle with ImportO Matic is the inability to pause the process. We've had to take larger imports and break them down into a number of smaller projects

ImportOmatic

Feb 15, 2019
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: I have been using this software for the last year and love how it can automate processes for our team! It can be a slight learning curve but the ImportOmatic team is quick to educate and help with any issues that come up.

Cons: The setup time was tedious, time-consuming, and non-user friendly.

ImportOmatic

Feb 15, 2019
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: The ability to sync field from MailChimp to Raisers Edge.

Cons: How complex it is to sync information between MailChimp and Raisers Edge. Too many things can go wrong.

Overall: It took me a while to complete a successful import and export. But, I can still appreciate how useful this plugin is.