Omatic Cloud
414 results found
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Ability to Filter on Refunded Gifts in EveryAction
Currently, our EveryAction API ingests on modified date and that brings in refunded gifts. Those refunded gifts do not have any indication that they are refunded and resemble true gifts. Request is for some filter on refunded gift or the inclusion of Refund/Adjustment information fields.
1 vote -
Ability to Access Emma Sent Email Date
It would be helpful to have the Emma "sent date" for the Email Campaign Activity formula type. We can technically access this through including the "sent" activity in the filtering, however, that adds high record volume that is uncessary and could cause ingestion/processing issues down the line.
1 vote -
Update Transaction Schedule when Recurring Gift Payments are imported into RENXT batch
Gifts for payments to recurring gifts can be linked at time of import into RENXT batch. The gif shows up in the list of transactions and the amount Received is updated, but the Next transaction due: is not. This causes problems with our reminder process. The transaction schedule needs to be incremented as well.
3 votes -
Add the functionality to map 'Class Notes Status' in the Notes field section
The 'Class Notes Status' field is used in RE Database view. We are unable to use Omatic Cloud to import class notes because this field isn't mapped.
3 votes -
Add the "Class Notes Status" field to the Notes field section
Add the "Class Notes Status" field to the Notes field section
1 vote -
Import Processing
I'm just learning Omatic Cloud and a big reservation I have about import processing is that I wish the job would not start processing the second you upload a file. I'd really like to be able to hit 'run' when I am ready for it to do so. There will be times when I upload a file and realize at the last second that I forgot to do something or will realize I've grabbed the wrong file. I just wish there would be the opportunity to say 'are you sure' before it starts running.
1 vote -
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 -
Duplicate data checks between columns
It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.
5 votes -
Match search on existing relationships within record
It would be helpful to match on existing relationships that already exist on a record vs the entire database. For example, if there are duplicates of a non constituent organization relationship, it wouldn't be reasonably possible to narrow down which value was the existing relationship without opening up all the records to review first. Use case - schools, company relationships.
0 votes -
Sort Data Differences in Buckets with Mailchimp Connector
It would be great if we could sort the different Mailchimp connector buckets in a formula by data differences so that they are sorted to the top of the list or bottom depending on preferences. ie. purple highlights at the top or bottom of the list.
1 vote -
Pulling in Mailchimp actions from previous Campaigns sent in previous months, not just current month.
I've noticed that after a mailchimp campaign has been sent, if donor clicks on a link or opens the mailchimp email many weeks or months after it was initially sent, that data does not pull into NXT. It would be great if there was a way to ensure that all mailchimp actions (sent, open, click, unsubscribe, abuse) are pulled into NXT regardless if it's from the current month's mailchimp campaign or an older one.
1 vote -
Add text fields to facilitate documentation of formula configuration background
For each group heading in an ImportOmatic+ formula (in the mapping section of its definition), add text fields to allow the addition of notes by the creators/managers of the formula. This would improve the product by providing a mechanism for documentation directly within the formula. Information that could be included could be explanations of why certain configuration decisions were made, idiosyncrasies and deficiencies expected in the data, where to find current mappings/value lists from data source systems, and other considerations etc.
13 votes -
Set Start Datetime to the Datetime of Last Ingested Transaction
Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?
This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.
2 votes -
Add connector for Marketo
Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.
5 votes -
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 -
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…
22 votes -
Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes -
Improve CSV Export Format for Web Front-End Exceptions
When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.
Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.
Proposed Solution:
Provide the option to export the csv data so that it aligns with the format…3 votes -
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
15 votes -
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.
18 votes
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