ImportOmatic

Best Import Product and User Friendly

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Importing Made Simple

Comentarios: Overall, my experience with Omatic software has been and continues to be great. The customer service is awesome and prompt. I would recommend this software to others because of the customer service and the ease of use of the software.

Puntos a favor:

The most impactful feature of Import-omatic is the ability to create templates that I can reuse. This takes the guesswork out of determining if I have all that I need to run an import and saves a tremendous amount of time. The product is very user-friendly and integration with existing business processes was seamless.

Contras:

I think the most difficult part of using Import-omatic is the regular expressions area of the dictionary. It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly.

Alternativas consideradas: Blackbaud Raiser's Edge NXT

Razones para cambiar a ImportOmatic: We chose Omatic over others because it was the best product for the our needs now and later. It is a product that can grow with our organization and still be beneficial. The seamlessness of integrating the product into our donor database, made it a great choose as well.

it has been extremely difficult

Comentarios: 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?

Puntos a favor:

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

Contras:

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

Import Omatic

Comentarios: Pretty good. Help has been quite responsive and I am glad that for the most part they take the reigns.

Puntos a favor:

Importing and exporting complete data sets - of constituents, gifts, and survey responses - to/from Raisers Edge and Luminate.

Contras:

Adding and changing import/export criteria/fields can be cumbersome.

Alternativas consideradas: Blackbaud Raiser's Edge NXT

Razones para cambiar a ImportOmatic: I was told that Omatic would be more reliable and effective - and have more responsive and hands on customer support.

We spend more time with donors and less time with spreadsheets

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

Puntos a favor:

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.

Contras:

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.