ImportOmatic

Gestion de base de données pour les organismes à but non lucratif

4,4 /5 (101 avis) Donnez votre avis !

ImportOmatic - Présentation

Description du logiciel ImportOmatic

ImportOmatic permet une intégration rapide des données pour Raiser's Edge et Raiser's Edge NXT de Blackbaud. La solution redéfinit l'efficacité avec une intelligence intégrée pour nettoyer les données, des profils intelligents pour un traitement sur mesure et un catalogue croissant de connecteurs (notamment MailChimp, WealthEngine, Luminate Online et autres) qui permettent d'importer et d'exporter en un processus.

Les fonctionnalités clés incluent un algorithme avancé de notation des doublons qui révèle les correspondances potentielles et attribue un niveau de confiance, des paramètres de scission distincts pour les constituants et les relations, ainsi que de multiples options de correspondance pour le code des constituants et les attributs. ImportOmatic permet aux utilisateurs de définir et d'appliquer automatiquement des paramètres distincts pour les constituants et les relations et de tirer parti des raccourcis clavier pour accélérer les écrans d'importation interactifs.

ImportOmatic comprend également une grille de cartographie de données intuitive, des fonctionnalités d'importation/exportation de données bidirectionnelles et une documentation utilisateur en ligne facilement consultable. Les utilisateurs peuvent réinitialiser le mappage des champs tout en conservant les valeurs dans d'autres écrans et ajouter automatiquement des données qui n'existent pas dans un fichier contenant des "champs virtuels."

ImportOmatic - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

ImportOmatic - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Australie
Langues
anglais

Médias

ImportOmatic Main Screen
ImportOmatic Profile Page
Capture d'écran pour ImportOmatic : ImportOmatic Main Screen Capture d'écran pour ImportOmatic : ImportOmatic Profile Page

ImportOmatic - Avis

ImportOmatic - Avis

Note globale
4,4
/
5
Excellent
49

Très bien
41

Moyen
10

Médiocre
1

Mauvais
0

Rapport qualité-prix
4,3
Fonctionnalités
4,3
Simplicité d'utilisation
3,9
Support client
4,3
89% des utilisateurs recommandent cette application
Michelle N.

Best Import Product and User Friendly

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.


Traduire avec Google Translate
Karen B.

We spend more time with donors and less time with spreadsheets

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


Traduire avec Google Translate
Utilisateur vérifié

it has been extremely difficult

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?


Traduire avec Google Translate
Tim H.

A Real Time and Headache Saver

ImportOmatic has enabled me to import lists of constituents, with their address info, multiple phone numbers and email addresses, multiple pieces of education, and multiple constituency codes all in a single import, without ever needing the Import ID.

ImportOmatic has saved me all kinds of time and frustration in importing data, doing comparisons, creating queries of external lists. If given the choice between doing a traditional import or using IOM to do my imports, I don’t think I can imagine a scenario where I would choose the traditional import method.


Traduire avec Google Translate
Crystal C.

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

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.


Traduire avec Google Translate
Michelle N.
Secteur d'activité: Enseignement supérieur
Taille de l'entreprise: 1 001-5 000 employés
Traduire en français
Traduire en français

Best Import Product and User Friendly

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 15/02/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Karen B.
Secteur d'activité: Hôpitaux et soins de santé
Taille de l'entreprise: 10 000+ employés
Traduire en français
Traduire en français

We spend more time with donors and less time with spreadsheets

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/12/2017
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Gestion d'organisme à but non lucratif
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

it has been extremely difficult

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 15/02/2019
Provenance de l'avis : Capterra

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?

Avantages

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

Inconvénients

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

Traduire en français

Réponse de Omatic Software

We are sorry to hear that you've had some issues with the Luminate Online connector. The entire Omatic team is committed to working through these problems with you. Please feel free to reach out to me at marcia.hightower@omaticsoftware.com if you would like to discuss your concerns in depth. I'm happy to help!
Marcia

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 0.0/10

Tim H.
Secteur d'activité: Gestion d'organisme à but non lucratif
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

A Real Time and Headache Saver

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 22/02/2019
Provenance de l'avis : Capterra

ImportOmatic has enabled me to import lists of constituents, with their address info, multiple phone numbers and email addresses, multiple pieces of education, and multiple constituency codes all in a single import, without ever needing the Import ID.

ImportOmatic has saved me all kinds of time and frustration in importing data, doing comparisons, creating queries of external lists. If given the choice between doing a traditional import or using IOM to do my imports, I don’t think I can imagine a scenario where I would choose the traditional import method.

Avantages

It gets data of all kinds into Raiser's Edge much easier than with the traditional import process. And it can import a plethora of vastly different types of data in a single import. Not needing an Import ID for every import makes comparing lists of incomplete information received from external sources against my database a much simpler process than the traditional method. From there, I'm given all kinds of control in whether I want to update the information we have on hand, or simply create a query of people off that list (or both). I can either automate individual options (or the whole thing) or go through them one at a time for full control.

Inconvénients

My only small gripe about ImportOmatic is the initial learning curve made figuring out how to use it a bit tricky. When we got IOM some 3 years ago and I was setting up my first few imports... that was a somewhat confusing challenge to navigate all the possible options (even with training). Now that I've been using it for a while, they've improved that process quite a bit and I'm able to get even more types of data in than I initially was. I also have several templates built at this point that allow me to get my complex datasets into Raiser’s Edge with minimal need to build a new import every time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Crystal C.
Secteur d'activité: Services à la personne et aux familles
Taille de l'entreprise: 201-500 employés
Traduire en français
Traduire en français

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/12/2017
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
8,5/10
Basé sur 101 avis utilisateurs
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives

ImportOmatic - Prix

ImportOmatic - Prix

À partir de
N/A
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,3/5
Basé sur 101 avis utilisateurs
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives

ImportOmatic - Fonctionnalités

ImportOmatic - Fonctionnalités

API
Alertes et remontée des problèmes
Audit
Contrôle d'accès
Données en temps réel
Fonctionnalité de recherche
Gestion de la conformité
Gestion des flux de travail
Gestion des utilisateurs
Importation et exportation de données
Interface glisser-déposer
Intégration de tiers
Monitoring
Notifications automatiques
Outils de collaboration
Rapports et statistiques
Suivi des activités
Surveillance en temps réel
Tableau de bord d'activités
Visualisation de données
Fonctionnalités
4,3/5
Basé sur 101 avis utilisateurs
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

ImportOmatic - FAQ

ImportOmatic - FAQ

Voici quelques-unes des questions fréquentes sur ImportOmatic.

Q. Quels sont les types de licence disponibles pour ImportOmatic ?

Types de licences disponibles pour ImportOmatic :

Type de licence: Abonnement

Essai gratuit: Non disponible

Q. Quelles sont les principales fonctionnalités du logiciel ImportOmatic ?

Nous n'avons pas d'informations sur les fonctionnalités de ImportOmatic.

Q. Qui utilise ImportOmatic ?

Utilisateurs habituels du logiciel ImportOmatic :

À but non lucratif

Q. Dans quelles langues ImportOmatic est-il disponible ?

Langues dans lesquelles ImportOmatic est disponible :

anglais

Q. Quels sont les types de licence disponibles pour ImportOmatic ?

Types de licences disponibles pour ImportOmatic:

Abonnement

Q. ImportOmatic prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par ImportOmatic.

Q. Avec quelles applications ImportOmatic peut-il s'intégrer ?

Applications s'intégrant à ImportOmatic :

Blackbaud CRM, Classy, ClickBid, Cvent, Gravity Forms, Mailchimp, Raiser's Edge NXT, Volgistics

Q. Quelles sont les ressources d'aide disponibles pour ImportOmatic ?

Ressources d'aide disponibles pour ImportOmatic :

Support téléphonique, Support en ligne, Forum, Base de connaissances, Tutoriels vidéo