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Importomatic

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  • 1. Import-O-Matic™ - The flexible import solution for TheRaisers Edge® • Import data from banks, lockboxes, mail houses, prospect lists, web sites, and patient or alumni databases efficiently and accurately • Process constituent, address, gift, relationship, volunteer, tribute, and event records simultaneously • On-the-fly duplicate checking allows user to select from a list of possible matches or auto pick an exact match • Create unlimited custom templates to import from nearly any file layout • Import event participants & honor/memorial tribute gifts • Optionally import gifts directly into gift batches • Set default values for nearly any constituent, gift, or participant field "We use Import-O-Matic • Merge/change duplicate records on the fly all the time and it has • Add or update addresses, as appropriate, with the click of a button automated so many • Match constituents on alias or email addresses as well as biographical and address data manual processes we • Automatically proper case biographical information couldn’t manage without • Automatic data clean up and standardisation • Create static result queries for all records modified or added it!" • Automatically create or import constituent action records - UNICEF Australia • Import time sheets and job assignments for volunteer records • Add or update individual, organisation, and educational relationships Address Processing Profile Screen Matching ResultsGet started today. Contact your account representative or email sales@blackbaud.com.au © FebruaryMiller St, North Daniel Island Drive, Charleston, 2 8986 6000 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com 189 2002 | 2000 Sydney, Australia 2060 T. +61 SC 29492 T E. sales@blackbaud.com.au W. www.blackbaud.com.au