Omatic Cloud
327 results found
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Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes -
Improve CSV Export Format for Web Front-End Exceptions
When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.
Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.
Proposed Solution:
Provide the option to export the csv data so that it aligns with the format…3 votes -
Add text fields to facilitate documentation of formula configuration background
For each group heading in an ImportOmatic+ formula (in the mapping section of its definition), add text fields to allow the addition of notes by the creators/managers of the formula. This would improve the product by providing a mechanism for documentation directly within the formula. Information that could be included could be explanations of why certain configuration decisions were made, idiosyncrasies and deficiencies expected in the data, where to find current mappings/value lists from data source systems, and other considerations etc.
12 votes -
Name Formats - Custom Checkbox
It would be helpful for OC to have the "Custom" Checkbox for Name Formats. This is currently supported by the SKYAPI but not yet available in OC. https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=EditConstituentNameFormat
0 votes -
Don't Update Existing Blank Values in Destination when Default Data Difference is Destination
When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.4 votes -
Ability to Map "Referring Email Name" for EveryAction
It would be helpful to have "Referring Email Name" as an endpoint for EveryAction. This field would allow for the tracking of donations attributed from email campaigns.
1 vote -
Pull Opt-Outs from Specific Subscription Lists in Emma
Currently, there is no way to tell how the connectors are configured if someone opts out of a specific subscription list.
USE CASE: We would like to add Solicit Codes/Attributes in RE based on if they unsubscribed from a specific list to manage preferences.
Issue: No way to tell in SOR what preferences have changed.
5 votes -
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 -
Include Marketing Source Code and Receipt Stack
Please include the following fields for mapping:
- Marketing Source Code
- Receipt Stack6 votes -
merge
Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution
1 vote -
Engaging Networks P2P Transaction Types
EN just released new P2P transaction types - when will these be available in Omatic to import?
https://developer.engagingnetworks.net/site/peer-to-peer/#a_summary_of_the_new_transaction_types1 vote -
Implement anti record looping in Mailchimp
It would be nice to be able to stop records from looping back and forth in Mailchimp. One way to prevent this could be using a custom field such as "last updated by Omatic Cloud" that gets updated when sending records to Mailchimp so that they don't come back through the subscribers formula.
1 vote -
Allow us to stop/pause formula when running
Give us the ability to "Pause" or "Stop" processing. We currently have to open a ticket with support to kill a process. It would be more efficient and timely if we have that control.
8 votes -
Add transformations to use for various number formatting options
It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…
3 votes -
Import of Fund Relationships
There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
Thank you!1 vote -
Comparative Logic for Date Inputs
We would greatly benefit from the addition of a function within transforms to compare a date input with a dynamic date provided at runtime. For example: if End date < Today’s Date then Replace input value with “Inactive”.
In our Raiser’s Edge database, we rely on the Constituent Code “Start date” and “End date” fields to determine when a donor opted into a program and whether they are still active with that program.
Presently, to update the status fields in our destination records, we’re forced to build a distinct NXT List for each pairing of program and status, as well…
20 votes -
Update ECS Transaction Type for Engaging Networks
Currently, we are not able to bring over supporter data for Event attendee supporter data with the ETA transaction formula type. The ECS transaction type does support event attendee supporter data in the API but that data is not currently in the EN connector. It would be helpful to have access to Event Attendee supporter data because otherwise, we will need to use a Flat File import.
1 vote -
Importing data to a field on a top level object ONLY if the field is blank and ignoring it if it's already populated
We have fields we'd like to import into a top-level object but only want them to import if the field in Salesforce is blank. If the field is already populated, then skip importing that field from Import Omatic.
3 votes -
Ability to "deactivate" user without deleting in Omatic Cloud
If a user needs to go on extended leave but should not have access to Omatic Cloud, the only current option is to delete their record (and possible history associated with the record). It would be helpful to have the option to temporarily deactivate a non temporary user.
0 votes -
Enable File-to-File Transformation & Export in Omatic Cloud
Currently, Omatic Cloud only allows transformations when importing data into Raiser’s Edge or other connected systems. However, it would be extremely beneficial to have a file-to-file processing option. This would allow users to:
Upload a spreadsheet, apply transformations, and export the transformed data as a new file (CSV, Excel, etc.).
Use Omatic’s powerful transformation tools without requiring integration with an external database.
Improve data cleaning and preparation workflows for reporting, imports, and other external processes.
This feature would save time and expand Omatic Cloud’s usability beyond direct imports. Please consider adding this functionality in a future update!1 vote
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