Omatic Cloud
317 results found
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Provide a merge option for records merged in RENXT and corresponding records updating in Engaging Networks
Provide a merge option for records merged in RENXT and corresponding records updating in Engaging Networks
3 votes -
Add connector for AlumnIQ
Would like a connector for AlumIQ for BBCRM OC
https://www.alumniq.com/1 vote -
Post-to-GL: Create New Journal or Append to Existing Journal
The process of uploading a file to Post-toGL creates blank or incomplete JE in FE NXT if there are data entry errors in the document that cause the transaction import to fail.
Could the Post-toGL connection be updated to provide the options / ask the question if the user wants to:
- Create a New Journal Entry
- Append to an Existing Journal Entry
This update would reduce the number of empty or incorrect JE that have to be deleted from FE NXT.
3 votes -
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.
6 votes -
Update Matching with Encompass Connector
When going from BBCRM to Encompass Matching only allows for custom options and pre-populates with ALL currently mapped fields.
While this is trying to be helpful, if there are 30 mapped fields it will default to matching all 30. At that point it would be more helpful to not pre-configure matching and let the user configure the matching.
1 vote -
Release Note Subscriptions
Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).
With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.
1 vote -
Automatically delete $0 "donations" when importing
Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."
When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.
Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."
1 vote -
Seeing scheduled dates and times easily
Be able to see scheduled date and times for all formulas on integrations/formulas page.
0 votes -
Adding opportunity_ID to link actions to opportunities (proposals)
In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.
1 vote -
Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.
In Import Omatic we have this option but not in Omatic Cloud.
4 votes -
Add Title as one of the fields for mapping on VolunteerHub
Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub
3 votes -
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 -
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 -
SFTP for P2GL
Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.
4 votes -
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 -
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 -
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 -
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 -
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 -
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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