Omatic Cloud
440 results found
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Enable Omatic Cloud the ability to support mapping all of the RE Import ID fields that ImportOmatic currently can
The ability to map a specific import ID to help match to and update specific record types would be incredibly valuable, especially within the 'database assistant' formulas. Currently, the OC mapping options seem to be limiting the mapping of import IDs to only be available for constituents, tributes, or gifts, but users need the ability to map import IDs for all the record types that ImportOmatic currently offers - including import IDs for actions, addresses, phones/emails, ratings, relationships, and many more.
The inclusion of all the record types that IOM can map import IDs for would make the database assistant…
11 votes -
Auto-delete/omit new records
Allow processing to delete New Records bucket automatically or omit new records. I don't want new records added to my system.
5 votes -
Organizational relationship mapping limited to relationships on matched constituent record only
When importing organizational relationships, Omatic Cloud tries to match on EVERY RELATIONSHIP IN THE ENTIRE DATABASE that has a similar name.
This is problematic because it creates an "all or nothing" scenario where you can either choose not to match on any relationships, which potential adds duplicate info, or if the organization name is common, it will not work at all when there are more than 30 other organizational relationships with that organization name across the whole database.
In terms of Omatic Cloud and Raiser's Edge WebView, you would need to remove all of the organizational relationships and create a…
33 votes -
Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.
When importing a large set of event gifts that comes with several new donors. Those donors are imported but do not have a gender, prefix, Addressee/Salutation line assigned. There ought to be a way for us to map this out for new donors. At the end of every section there is that question (How do you want to process this data?) Match to existing RENXT or Add file upload data as new address. This should be available in the constituent section. When a match is found keep RENXT Constituent Data as is. When a match is not found- add file…
8 votes -
Add ability to compare one field to another in field mapping and custom routing
Currently we can compare an incoming field to a defined string. It would be really helpful to be able to compare an incoming field to another incoming field to build decision logic into either the field mapping or into custom routing. For example, I may want to enter a purchase a particular way if the billing and shipping addresses are different, and either enter differently or route to omit those if they are the same.
I could also use this for data cleanup. I could create a separate column with expected information for each subset of data in my spreadsheet,…
7 votes -
Show "created by" and "last modified by" in NXT based on the Omatic Cloud user that did the action
When processing data in Omatic Cloud it shows the last person to modify a record is based on the connection, not the user. We would like it to show it based on the Omatic Cloud user that processed the record in the formula.
9 votes -
modify recurring
Only have newly created recurring gift plans (NOT modified recurring gift plans) run through the integration. We're seeing gifts get caught in the filter when credit card information is updated, for example, but according to the support team there's currently no way to differentiate these from new gifts.
6 votes -
Match on preferred name in NXT !
We need to be able to check incoming first name against both 'first name' AND 'preferred name/nickname' fields. THIS IS CRITICAL and is causing a much inefficiency and possible data corruption.
22 votes -
Feature request: CyberImpact connector for Canadian users
We currently use Mailchimp with Omatic Cloud to sync data back to RE NXT, but as a Canadian organization, dealing with US compliance regulations has become a major headache. We want to switch over to CyberImpact, a Canadian email provider that handles our domestic privacy laws (like CASL and Quebec’s Law 25) natively and keeps all data hosted locally in Canada.
The issue is that Omatic Cloud doesn't have a pre-built connector for CyberImpact. If we make the switch, we’ll be stuck doing manual file exports and imports to keep our donor database updated, which completely defeats the purpose of…
9 votes -
Added formula capability for primary education
We need to be able to write a formula that checks the record for an existing primary education. If one exists then we can import the new education without marking it as primary. If one does not exist, then we can import specific educations as primary in a specified hierarchy. For example, we have some who get an undergrad degree and then come back for a graduate degree so we want the undergrad to remain primary. We have others that come only for graduate degrees so we want to be able to mark those as primary if there is no…
2 votes -
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.
5 votes -
Allow a list of values in one condition or Replace
Each condition can test only one value, and each Replace can replace only one value. Checking whether an account type is any of 15 codes takes 15 condition lines, and replacing 9 tax codes with the same GL account takes 9 Replace lines.
Example: a GL account cell that maps tax codes by account type needed 168 separate lines. With list support, it would have taken about 20.
Request: an “is one of” comparison that accepts a list of values, such as 19, 22, 23 and so on, and a Replace that accepts several values with one result, similar to…
2 votes -
Import a formula from JSON (P2GL)
P2GL can export a formula as JSON, but it can’t import one. Without import, there’s no way to restore a backup, copy a formula between clients or environments, or apply a prepared set of changes. Every change has to be entered by hand in the UI.
Request: allow importing a formula from a JSON file, ideally as a new copy so the original is never overwritten.
1 vote -
Autosave or draft recovery for formula edits
A page reload during a long editing session can erase all unsaved formula work with no way to recover it. Complex formulas can take hours of one-line-at-a-time entry, so one reload can cost a full rebuild.
Request: autosave formula edits as you go, or keep a recoverable draft after an unexpected reload, plus a warning before leaving a page with unsaved changes.
3 votes -
Warn when a multi-condition If/Then is missing its grouping parentheses, and/or apply parenthesis automatically
Warn when a multi-condition If/Then is missing its grouping parentheses and/or apply parentheses automatically.
When an If/Then has more than one condition (two or more ORs or ANDs), P2GL requires Grouping parentheses: “(” on the first condition and “)” on the last. Without them, only the last condition is applied. The formula saves and runs with no error, and the results are quietly wrong.
Example: a condition of
IF AccountTypeCode is 45 OR 56 OR 57 THEN replace value A with value B
with no grouping changes only the type 57 rows. Those rows with types 45 and 56 were…2 votes -
Fundraise Up: Make DAF fields Available for Mapping
In Fundraise Up the following fields are available via the Donations Endpoint, but not in the Connector Fields.
dafexternalid
string or null
required
The external grant ID assigned by Chariot to the Donor-Advised Fund (DAF) grant. Returns null unless payment.method is daf.Example:
010c5aa7-28f5-426f-b31f-9ba77754055f
dafsponsorfund
string or null
required
The name of the Donor-Advised Fund (DAF) sponsor organization. Returns null unless payment.method is daf.Example:
Fidelity Charitable
daftrackingid
string or null
required
The Chariot tracking ID of the Donor-Advised Fund (DAF) grant. Returns null unless payment.method is daf.Example:
1e60800e-849b-43d1-870e-57afc8d754733 votes -
Make DAF fields available in Omatic Cloud
can you please add DAF Sponsor Fund (dafsponsorfund) as well as dafexternalid and daftrackingid to Omatic Cloud for FRU to NXT gifts?
3 votes -
Concatenation text limit
When building a concatenation to go into the Notes field of an Action - adding a text part is limited to 50 characters. I think this could be larger - say 100 characters would more useful
1 vote -
Add "Campaign" field to EveryAction Contributions end point
There is a field (non-custom) that is visible on EveryAction Contributions called "Campaign". It does not look like Omatic has access to this field, but it's important for determining funds and campaigns in RENXT.
1 vote -
Enhancement Request - Non Primary Email
Currently, Omatic only matches Raiser Edge primary emails. Our Raiser Edge constituents generally have several emails on file. We would like for Omatic to scan for different email types other than primary email. With the current settings, we have thousands of records stuck in the 'needs attention' bucket simply because the email is not the primary email on file.
1 vote
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