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338 results found

  1. 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…

    21 votes
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  2. 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
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  3. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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_types

    1 vote
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  7. 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
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  8. 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
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  9. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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
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  11. Include flat file name on omatic cloud formula history page

    Include flat file name on omatic cloud formula history page. Currently the page shows information like "Formula file upload started," "formula ingestion completed," and "export completed" for the Event column, and details on the number of records processed in the Description column, but it would be nice to include the name of the uploaded file in the Description column so you can easily identify which file was being handled. We use a flat file formula pretty frequently, with unique file names, and this would be very useful.

    14 votes
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    under review  ·  1 comment  ·  Admin →
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  12. 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
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    0 comments  ·  Salesforce  ·  Admin →
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  13. 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
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  14. 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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  15. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    When we use a query source to both update existing Mailchimp records and to add new Mailchimp records, we would like the ability to assign interest groups to new MC records but not overwrite preferences on already existing records. Currently after the formula processes, we need to go to MC and create a segment using the email added on date to find newly added records and assign them to group(s).

    1 vote
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  16. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    8 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Add UTM fields to GiveCampus connector

    GiveCampus recently added the UTM fields to their Gift API. We would like these added to help with tracking gift appeal data.

    1 vote
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  18. Include Date Added and Date Processed fields to review bucket export

    I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.

    1 vote
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  19. Partial string 'Replace' transformation

    It was a sad day when I realized that there wasn't a Transformation for address abbreviation standardization like there is in IOM (https://support.omaticsoftware.com/s/article/RegularExpressionDictionaryforAddressAbbreviations) and sadder still when I learned that I couldn't create a transformation of my own. While the 'Replace' transformation will IDENTIFY a field value containing a qualifying text string just fine, it will also replace the ENTIRE field value (not just the identified text string) with whatever replacement value you designate. Thought you could use a transformation for common address standardizations like replacing "Street" with "St"? Think again, because the way it exists now will…

    7 votes
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    2 comments  ·  Admin →
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  20. Fuzzy text string matching

    Human beings are imperfect and ever-changing, and I expect OC to accommodate that variability the same way IOM does. If OC cannot find a potential Constituent or Relationship match between nearly identical strings like "Rachel Bailey" and "Rachael Bailey," then I'm forced to use IOM until it does. In the meantime, my organization is paying extra for a software that creates multiple duplicate Constituent, Relationship, and Address Records. See also https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46745101-allow-matching-on-fuzzy-address-formats

    9 votes
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