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141 results found

  1. Export transformation values from Omatic Cloud to csv AND more efficient sorting

    I would like to be able to export transformation values from Omatic Cloud to csv to easily review all transformation values. The window in Omatic Cloud is too small to thoroughly review values when we have hundreds of transformations within one category (for example, we use the "replace" transformation for hundreds of Appeals, each of which may have multiple corresponding Luminate form IDs to replace).

    Also would like more efficient options to sort transformations. The drag and drop is very slow and again, the small size of the window is problematic for this task.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  2. Add connector for RENXT and Cvent

    Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.

    4 votes
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  3. Constant Contact Preference Updates

    It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Selecting Mailchimp Journeys for Import

    We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.

    4 votes
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  5. Make popular / favourited translations available with one click

    In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.

    3 votes
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  6. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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    planned  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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    planned  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Add Google Drive/Sheets Connector

    We are a Google Workspace customer. We often get event registrations and other data that goes from a form to a Google Sheet. It would be fabulous to be able to use a Google Sheet as a data source to import data to Raiser's Edge without having to download it to Excel, recheck and fix the formatting since Excel always messes with field formatting and leading zeros, then upload the Excel file to Omatic Cloud.

    3 votes
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  9. ability to use logic to pick from multiple source fields

    For instance: Let's say the destination field is Last Name.

    I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.

    3 votes
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  10. Allow defined type property for the column

    The table, when it doesn't explicitly know the data type of a column, defaults to sorting its values as strings. This causes numbers to sort incorrectly (e.g., '10' appears before '2'). For proper numerical or date sorting, the table requires either a defined type property for the column (e.g., type: 'number') or a custom sort function that understands how to compare the specific data type.

    3 votes
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  11. MailChimp SMS into RENXT

    Have MailChimp SMS data recorded in RENXT using the connector in the same way the Email data is.

    3 votes
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  12. Add Org Relationships Second Time

    When importing organizational relationships, the organization relationship may exist already with an end date. We would like to add an additional org relationship with a current start date. Currently, it is matching to the existing organizational relationship and erroring out because "start date cannot be before end date".

    Therefore, we must manually add the relationship if the relationship already exists. Example, we want to upload a new employee to our database but they were a former employee 20 years ago and that org relationship is recorded as a former org relationship on their record to our university. Therefore, I cannot…

    3 votes
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  13. Export from RENXT to flat file

    I would like to have an automated export in Omatic Cloud from RENXT to a flat file. This will help automate data to other systems in our organization.

    3 votes
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  14. Add Sent Email API for Engaging Networks

    Engaging Networks offers a paid API service in addition to their Bulk API that is the only way to extract specific email send information, regardless of a user's interaction with that email. We need to be able to import email activity into Raiser's Edge, including what email a constituent was sent so we can report on appeal response, but can only do so with the Sent Email API.

    3 votes
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  15. Map multiple fields to NXT

    Make the ability to map multiple fields from Mailchimp to a note in an action in NXT.

    3 votes
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  16. Add Packages to Appeals During Import

    When we do an import of assigned appeals, we'd love to have packages added to the appeal record if they do not already exist

    3 votes
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  17. Make System record ID Field for Opportunity available in Omatic Cloud

    Make the Opportunity "System record ID" field available in Omatic Cloud. It is hard to believe that this field is not available in the "Add/remove fields" modal tree! For all of the precision I'd expect in importing, this seems to me to be a most unfortunate oversight.

    3 votes
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  18. Provide the ability to overwrite an existing value with a null value in MailChimp

    Currently, date fields with null values are not sent through the MC connector. I'm not sure if this also applies to other types of fields.

    This means that if a date field is populated in MC, then updated to a null value in RE, the date will not be overwritten in MC with the new value.

    Because we use these date fields (expiration date, date joined, etc) as segmentation criteria, this affects our marketing campaigns to targeted audiences and can cause significant problems.

    3 votes
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  19. Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.

    Omatic has gotten TeamRaiser donations to flow really well from Re to LO, but the missing piece is still the offline registrations that need to go from RE to LO. Currently we have to use Blackbaud's arcaic upload system and then still rely on RELO to pull them down into RE because the import for registrations either does not have the ability to recognize offline registrations or cannot recognize the time stamp the LO uses for offline uploads of registrations.

    3 votes
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  20. Classy Transaction Type in the connector section

    We need to have the Classy transaction type from the payout report in the connector.

    3 votes
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