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383 results found

  1. Allow Custom Routing-Omit to compare Source Fields to Destination Fields.

    Use Case: RE-Nxt to Salesforce (for Email)

    We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.

    Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  2. Formula Exceptions Automate Reprocessing/Retrying

    Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)

    1 vote
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  3. Export returned data in the queue

    Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.

    Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…

    3 votes
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  4. Advanced Name Processing for Omatic Cloud

    Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.

    When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.

    The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.

    It is faster for me to review Needs Attention records,…

    40 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  5. BBIP Connector

    Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
    There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
    A formula could do this.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. ability to use logic to pick from multiple source fields

    For instance: Let's say the destination field is Last Name.

    I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Ability to Change an Email/Phone Type based on and Email/Phone Number Match

    We often get a spreadsheet of Emails and/or Phone Numbers that have been discovered to be no good. It would be nice to run these through Omatic and if they match a Phone or Email Number on the record change that Email/Phone Type Category. Example: test12@msn.com has been discovered to be a bad email address. Run it through Omatic and any Email that is test12@msn.com change the email type from Home E-mail Type to Previous E-mail Type. Or even go a step further and only change the Email Type if it is a specific Email or Phone Type. I this…

    8 votes
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  8. EveryAction Field - "Campaign Type"

    It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.

    1 vote
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  9. Ability to import contact record for Organization Gifts in EveryAction

    Currently, we don't have the ability to import the primary contact/relationship for an Organization gift with the EveryAction connector. Adding this functionality would allow for more complete gift records as that is critical information missing.

    0 votes
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  10. Custom Routing - Activity History

    Would be beneficial to see in the activity history when records are deleted/removed due to the custom routing settings. This way if we see x number of records ingested but only see x number in the buckets it can help us audit the numbers we are seeing. Right now records just 'disappear' depending on the settings.

    3 votes
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  11. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  12. Include Marketing Source Code and Receipt Stack

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

    11 votes
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  13. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.

    1 vote
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  14. Add Prospect Status

    From what I can tell Prospect Status is not a field we can currently load to.

    3 votes
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  15. Enable Importing of Pledges from GiveCampus

    The ability to import Pledge Commitments and Pledge Payments through the GiveCampus connector API would be incredibly valuable. Currently these types of gifts can only be processed from a flat file, and this would be an incredibly useful addition to the connector functionality overall.

    0 votes
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  16. Upgrade EveryAction connector to post gifts to EA.

    The EveryAction connector only allows you to sync gifts from EA to RENXT. It would be helpful the option to push giving history to EA as well. It says you can map gift queries and gift lists from RE, but the only endpoints in EA are for people.

    Within the EA API, there are endpoints for posting contributions and bulk uploads, implying that Omatic could implement this feature to create a true bi-directional sync.

    https://docs.everyaction.com/reference/post-contributions
    https://docs.everyaction.com/reference/bulkimportjobs

    3 votes
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  17. Attribute Comment Updating

    When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Ability to increment numbers

    Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
    and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)

    1 vote
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  19. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Include/change the automation for spousal soft credits from the gifts field mapping to a relationship field mapping

    In Omatic Cloud I came across the spouse soft credit under the gifts field mapping and believe this should be changed to the relaionship field mapping. When I add my new parents/grandparents, I would like to mark their spouses as automatically receiving soft credit prior to their first gift being received. That way when I add the gift in the Raisers Edge after my import has successfully been uploaded, I will not have to remember to manually add the sodt credit, it will automatically default to the spouse record.

    1 vote
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