Omatic Product Training Resources

Group Trainings are included in your ImportOmatic Implementation Services Package. We believe having a working knowledge of the general layout of the product sets you up for success with your upcoming consulting engagement.

Live Training Options

New to ImportOmatic Training*

December 2022 Training Dates:

Wednesday, December 7th – Thursday, December 8th from 1:00 p.m. – 3:30 p.m. ET

Tuesday, December 13th – Wednesday, December 14th from 10:00 a.m. – 12:30 p.m. ET

In this 2-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 time allocated for questions from users. Installation instructions for on-premises clients can be found in our product user guides located here.  Please contact support if you require product installation assistance.

Session 1: ImportOmatic Overview Preparation and Profile Creation

This training will include:

  • Reviewing the product look, layout, and flow
  • 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

This training will include:

  • Common profile configurations
  • How to process files then make updates based on exceptions
  • How to update and review records throughout the import process
  • Common Error/and Exceptions and how to manage them
*New to ImportOmatic Series Prerequisite: If not hosted by Blackbaud, attendees must have ImportOmatic installed in advance of attending training for their current organization. This training is for new ImportOmatic clients only.