Omatic Cloud
296 results found
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Add option for formulas to consider null vs non-null a match
Currently if a mapped field is configured to be checked for data differences and that field is NULL in either the source or destination record but not the other, the field is flagged as a data difference. In some formulas it would be nice to be able to choose whether to consider NULL vs NOT NULL as a match for each field instead of always defaulting it to a data difference. This is especially relevant when matching on Altru Alt Lookup IDs since those will often be NULL in Altru until they are first populated by an OIC formula.
0 votesThanks for bringing this to our attention! We've got this on the slate to be researched, along with other ways we can improve the handling of common/consistent Data Differences. -
Add the ability to triage on ZIP and other mapped fields
Some of our Mailchimp signup forms collect subscribers' ZIP codes. When pulling those into Altru, it would be helpful to be able to set up the formula to put potential matches in Needs Attention if the Mailchimp ZIP code is different from the mapped Altru ZIP code. Ideally, any mapped field that exists in both MC and Altru should be available to triage on.
0 votes -
make classy url available in connector
The url of the Classy Fundraiser's Page is not available as a field to map in the Classy Connector and would be most useful to be able to capture. We have suggested this to Classy as well.
6 votes -
Add 'Accounting Code' field to available field mapping for LO Calendar Event Profile
Many users are using the 'Accounting Code' to associate RE gift coding with a specific LO Calendar Event - This field does not appear to be an available mapping option on the Calendar Event Attendee profile.
13 votes -
For the VolunteerHub connector, change the date range field from "registration date" to "event date"
When bringing in Volunteer information from VolunteerHub, it would make more sense for the date range to be "event date" rather than "registration date" because the date someone registers for an event doesn't really matter. With this current set-up, it misses people who signed up for an even event before the date range even if they actually volunteered during the date range.
28 votes -
Add an Eventbrite Connector
Create an eventbrite connector to import event registrants to the RE event Module.
37 votes -
Add Ticketmaster Connector
Direct, one-step integration from Ticketmaster would allow non-profit theatres to easily import ticket buyer information directly into Raiser's Edge.
9 votes -
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 -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
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 -
Add connector for Wufoo online forms
It would be worth looking into how to create a connector service to an online forms site where one can easily custom build an online form and link to RE fields. Wufoo is a great site to start with and has an existing API.
6 votes -
Build a Connector for Social Tables
Social Tables is a new application released in 2015 for Event Management with incredible functionality. It would be great to have an integration for it.
7 votes -
Additional Filtering for HubSpot connector
Allow for filtering contacts based on lists/or properties of the contacts. Example: Organization is sending emails to both donors and program participants. They don't want to import program participants into RENXT but also want to reduce management of formulas and continually updating Source settings.
0 votes -
Add a Classy Event Recurring Plan profile type
Classy users have the option to configure an event with Recurring Gift options for donors. A Classy Event Recurring Plan profile type seems to be needed for recurring gifts created on events since those new recurring setups don't come through with the standard Classy recurring plan profile. The recurring installments are able to come down through the donations profile, but none of the existing Classy connector profile types seem to be able to handle the Recurring Setup gift currently if it made on an event record in Classy.
0 votes -
Extend date range to allow for pulling data older than 30 days when MailChimp is the data source
Users need to be able to go beyond the thirty-day date-range limit to process older data from MailChimp when it is the data source for the Omatic Cloud formula.
0 votes -
Add Team Captain Name and Participant Name Fields to LO TeamRaiser Gift
The IDs for gift linking are awesome, but many clients also need to associate the participant name and team captain name with the gift as well (usually a gift attribute or reference). These fields are available through standard LO reports, could these two fields also come down through the connector API?
0 votes
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