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Two-Part New to ImportOmatic Training
October 8th – 9th| 1:00 PM- 3:30 PM ET

Oct 8, 1:00pm - Oct 9, 3:30pm | ET
In this two-part ImportOmatic training series, an Omatic Consultant and Instructor will provide training and insights into the key components of ImportOmatic. Each session will provide approximately 2.5 hours’ worth of content with the remaining time allocated for questions from users.

Session 1: ImportOmatic Preparation and Profile Creation

  • Reviewing the data file
  • Preparation and review of an import file
  • What to look out for and how to avoid potential data file issues
  • An overview of core profile functions in ImportOmatic related to the data review
  • Configuration of Duplicate criteria & Dictionaries
  • Profile Creations

Session 2: Import Processing & Exception Review

  • Common profile configurations
  • How to process files and then make updates based on exceptions
  • How to update and review records throughout the import process
  • Common Errors/and Exceptions and how to manage them
*New to ImportOmatic Prerequisite: Attendees must have ImportOmatic installed in advance of attending training for their current organization. The training is for new ImportOmatic clients only.
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