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271 results found

  1. Pull Tribute Data from the Encompass Transactions

    Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.

    6 votes
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    0 comments  ·  Admin →
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  2. Upload source files directly from Integrations/Formulas page

    I'd like to upload the Source files for Flat File as-a-source formulas directly from the Integrations/Formulas pages, without the need to navigate back to Data Queue page and search for my formula every time.

    1 vote
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  3. Post-to-GL prepost feature

    Many Salesforce and Virtuous clients who have FE NXT but migrated from RE NXT are used to the 'prepost' feature in RE / FE integration.

    P2GL for Salesforce or Flat File does not have a similar feature that can be used to validate a posting before it creates an open J/E batch in FE NXT. A number of clients have asked about this.

    1 vote
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    0 comments  ·  Post to GL  ·  Admin →
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  4. Option to add mapped data only if records are new

    We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.

    For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.

    So it would be nice to have a blanket "Always add address for new records"

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  5. Populate More Example Rows from Luminate Surveys

    It would be good to have more example rows populating for Luminate Surveys when working on the Data Mapping page in a formula. When building transformations it's nice to cycle through a few records to make sure the data is transforming as expected.

    3 votes
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  6. Allow for email campaigns to be excluded from data push to database of record

    Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.

    3 votes
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    1 comment  ·  Blackbaud CRM  ·  Admin →
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  7. SFTP for P2GL

    Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.

    4 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  8. FindOmatic email search

    We would like to use FindOmatic to search for records using email addresses.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  9. Daylight Savings Time

    When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.

    8 votes
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    0 comments  ·  Admin →
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  10. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  11. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. Allow 'Replace' transformation option to include operators for 'greater than', 'less than' and 'between'

    It would be great to be able to specify a range in order to have more conditional behavior within the 'Replace' transformation. For example, if I want to assign the gift letter code or acknowledgement status based on the gift amount.

    12 votes
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    3 comments  ·  Admin →
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  15. Add a DonorDrive bi-directional workflow from SOR>DD

    The Native DonorDrive connector with Salesforce is bi-directional, allowing the syncing of constituent/contact updates from NPSP/NPC to DonorDrive

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  16. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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  17. Convert existing dictionaries to transformations

    As I am getting started with the Omatic Cloud, it would be wonderful to be able to convert existing dictionaries to transformation or at least copy and paste into a transformation rather than enter line by line. Thanks!

    24 votes
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    2 comments  ·  Admin →
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  18. Organize formula's in a way that makes sense to me

    In Omatic Cloud, on the Integrations page, it already organizes formulas by datasource, but I would like to organize them in a different way that makes more sense to my organization/data flow.

    I may want to organize them by business flow (ex: Email Activity formulas vs Constituent formulas).

    I propose a way to create a custom organization for my formulas on the Integrations page that allows me to be more efficient in my day to day.

    18 votes
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    5 comments  ·  Admin →
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  19. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  20. Add Table Entry If It Doesn't Exist

    It would be very helpful if Omatic Cloud could add a table entry during the import if it doesn't already exist. This is IOM functionality that is needed in Omatic Cloud.

    10 votes
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    2 comments  ·  Admin →
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