Omatic Cloud
418 results found
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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…
32 votes -
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…
8 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 -
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 -
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.
17 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…
7 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.
4 votes -
Collapse Formula Tiles
As the number of OC formulas I've created increases, so does the amount of scrolling I do to find formulas with data that need my attention. One of my tabs already has 27 formulas and it's growing. I'd like a way to collapse them that includes an indicator when there are items in triage buckets. Even keeping the header with the formula name and footer (status & below), but collapsing the buckets and file drop section, would be greatly helpful.
2 votes -
Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud
Formula notes are great for describing the purpose of a formula, notes about any needed file clean-up or mapping that needs to be checked before uploading a file, any specific common issues or data checks that need to be watched for when records are in the review buckets. Right now, needing to leave the formula list to click through to the Formula Review screen, or refer to a PDF export or printout of the Formula Review page to see these notes can slow down workflows.
It would be helpful if the Formula Notes, or a truncated version of the notes,…
9 votes -
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.
1 vote -
Opportunity
Make the Opportunity "System record ID" field (“opportunity_id” per the API) available in the "Add/remove fields" modal tree. It is really hard to believe that Omatic Cloud is not letting me precisely specify the exact Opportunity that I want to update via Omatic Cloud.
1 vote -
ability to select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records
Select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records. Right now we are clicking one by one, and it can be time consuming if there are many.
2 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…
1 vote -
Add Fundraiser Event & Fundraiser Data to the Fundraise Up Connector
Could you add support for Fundraise Up Fundraiser records, including a fundraiser creation event trigger and fundraiser fields: ID, Name, Creation Date, End Date, Share URL, Goal Amount, Campaign Name, and Designation.
Currently, we manually create and maintain these fundraiser relationships in Raiser's Edge after they're created. If Omatic could automatically bring these records into Raiser's Edge, it would eliminate a manual process and help keep fundraiser information synchronized.
From what I've seen, fundraiser data appears to be available through the Fundraise Up APIs, but we're happy to reach out to Fundraise Up if any additional API access or configuration…
1 vote -
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.
6 votes -
Option to exclude blanks as a data difference for matching
It would be helpful to be able to specify for matching fields if a blank value is a data difference or is not a data difference (like the Capitalization counts as a data difference, but maybe to be able to specify it for the specific field, not for all the fields).
This would allow me to be able to expand the results of my records that go to the Ready bucket because currently I have to match on First Middle and Last Names (so that we don't overwrite someone's full middle name to a middle initial which is common especially…
1 vote -
Put all status indicators in one place
It would be helpful to have the status of Data Queues also show any exceptions. Having to look at both the "Data/Queue" page AND the Integration/Formula page to check for success/failure seems to be odd.
1 vote -
Batch template for gift import in Omatic Cloud
With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.
7 votes -
The ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the f
In all integrations, we need the ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the full address is the same on both systems. This goes back to making sure that if Address A has 2 Lines and the New Address B only has 1 Line, the New Address B in all systems has 1 line. So changing the system to allow blanking lines without using a workaround.
1 vote
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