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289 results found

  1. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record 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' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Add fields to Altru connector (particularly Volunteer)

    There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.

    There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…

    1 vote
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    0 comments  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Jacky,


    Thanks for the suggestion.  Can you be more specific about which volunteer fields you would want to have included?  In addition, you mentioned other data you would like to see available, can you share that information as well?


    Thank you

    Steve Brewer

  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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.

    18 votes
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    3 comments  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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!

    32 votes
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    2 comments  ·  Admin →
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  16. 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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  17. Ability to Send One by One from Ready

    it would be helpful to have the ability to send records individually from Ready.
    Sometimes a record might need more review while others can be sent to the destination.

    17 votes
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    2 comments  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks Amanda.  Can you share a scenario or two why someone would want to be reviewing records in Ready?  We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed.  Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket?   Meaning, is there some other criteria that calls out the need to review?  If so, what might that be?

  18. 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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  19. 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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  20. 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.

    5 votes
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