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77 results found

  1. Ability to map Action Notepad Type

    When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

    4 votes
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  2. Adding opportunity_ID to link actions to opportunities (proposals)

    In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.

    1 vote
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  3. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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  4. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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  5. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    5 votes
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  6. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

    1 vote
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  7. FindOmatic email search

    We would like to use FindOmatic to search for records using email addresses.

    3 votes
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  8. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    5 votes
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  9. Title part of data differences

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

    3 votes
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  10. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    10 votes
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  11. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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  12. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    4 votes
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  13. Ability to send multiple values to "select multiple" contact field in Emma

    We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.

    3 votes
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  14. 3 votes
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  15. 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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  16. Ability to Schedule Exports from RE/NXT

    It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.

    1 vote
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  17. Adding HubSpot Alternate Email

    It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.

    1 vote
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  18. HubSpot additional Properties under Email Information Group

    For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.

    1 vote
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  19. Request to add more retries to HubSpot endpoint

    No API limit errors between formulas

    0 votes
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  20. Request for First and Last Name fields for attendees in Fundraisers profile/formula

    Ability to import first and last names for event attendees as separate fields

    0 votes
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