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Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

69 results found

  1. GiveCampus: Adding "Donor Covered Fees" as a field

    Donor Covered Fees is a field available in GiveCampus, but not yet available to map in either IOM or OC. Organizations would like this available to track in RE/RENXT.

    1 vote
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  2. GiveCampus: Adding Time Zone Selector

    All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in

    1 vote
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    The date/time transform in Omatic Cloud is able to handle the source time format so this suggestion will be closed. A separate User Voice ticket may need to be opened for Classic products (IOM).

  3. Add Salesforce Production to Salesforce Production option to Formula Setup

    Would like the ability to create a report in Salesforce Production and have omatic pull that report and make the updates noted in the formula in Salesforce production at a scheduled time. At this time, I can only schedule automatic updates from Salesforce Production to Salesforce Sandbox, which is useless when trying to keep the data clean in the live database

    2 votes
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    completed  ·  0 comments  ·  Salesforce  ·  Admin →
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  4. 1 vote
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    1 comment  ·  Admin →
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  5. Add optional questions to fundraisers formula type (classy defined and user defined) to OC

    IOM has Option Questions available to map, but they are missing from OC. Please add these to allow more formula usage.

    7 votes
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    completed  ·  1 comment  ·  Admin →
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  6. ability to use 'if / then / else' logic for mapping fields

    My file has some rows with gift data and some rows without gift data. In order to import the gift data, we have to map required fields (ex: gift type). But the rows without gifts are creating exceptions because it is still trying to send in the required field but there are no gifts associated with that row.

    Need to the ability to map fields conditionally:
    if gift data exists, then add them (with the mapped values), else ignore

    In this case (RE NXT), the exception that was generated was not as clear as it could have been: 'the gift_splits…

    14 votes
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    With the recently released updates to Transformations, you can accomplish this use case by stacking different types of transformations together.


    For example, to populate Gift Type only if the incoming Gift Amount is not blank you would: 

    • Map gift amount
    • Add a "Replace" transformation to transform: "If not Blank" to "True", and "If Blank" to "False" (in that respective order)
    • Add a "Concatenation" transformation and add Gift Type
    • Add a "Replace" transformation to transform "If contains False" to "Blank"
    • Add a remove custom text for "True"

    This will ensure that the Gift Type field coming in is only populated if the Gift Amount is populated.


    Depending on your incoming data, there are many variations and approaches you could take to setting up this transformation logic. We will continue to look into adding new Transformation Types in the future to improve efficiency and capabilities. 


    You can find more information about transformations…

  7. Add a time zone selector like IOM.

    I'm having issues with the LO API sending donations in UTC time, which cannot be changed by the "ignore time zone" tool. Having the wrong dates makes reconciliation difficult and looking for donations with wrong dates and changing the manually is very time consuming.

    5 votes
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  8. POM/P2GL: Summarize Filtered Rows

    POM/P2GL can summarize transactions, creating a GL import file that contains 1 bank line and X revenue lines. This functionality is applied at the configuration level - and, therefore, impacts the entire file output.

    We don't currently have a way of identifying selected transactions (e.g. Adj/Rev) where we do not want these summary transactions to be applied.

    I'd like to see the ability to apply filters to the summary criteria to help drive when the summary should be applied.

    1 vote
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    0 comments  ·  Post to GL  ·  Admin →
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    Hi JP,


    Thank you for submitting the idea.  I wanted to make you aware that Post to GL currently supports this use case and summarization can be configured to summarize some transactions and not others.  The only requirement is having the information available in the source data to be able to configure the scenarios needed.


    I know I have seen clients have formulas configured with the following scenarios:

    1.  Summarize non-adjustments but not adjustment transactions

    2. Summarize debit transactions but not credit transactions

    3. Summarize specific account numbers but not other account numbers

    4. Summarize transactions for specific funds but not other funds


    There are definitely others that could be considered.

  9. Ability to filter Salesforce Donations for Posting based on a Salesforce Report (Query)

    Currently, the only filters available for gathering Salesforce donation transactions for P2GL posting include Stage, Campaign, and first-class Date fields on the Opportunity object. Very often, clients have data in other objects in Salesforce that drive the post process. (Payment object and custom object data elements are often needed for filtering.)

    Ideally it would be nice to be able to export transactions based on a Salesforce report (query). This would only work if there were less than 2000 records due to the limit that Salesforce imposes, but clients could control the records appearing in the report themselves by posting more…

    7 votes
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    completed  ·  1 comment  ·  Post to GL  ·  Admin →
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  10. pull pledge payments on pledges with multiple payments

    make payments the center of the decision of data to post instead of opportunities

    2 votes
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    1 comment  ·  Post to GL  ·  Admin →
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  11. Timestamp update after UTC Conversion

    Timestamp to appear with LO time after ignoring UTC conversion clean up.

    0 votes
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    completed  ·  1 comment  ·  Salesforce  ·  Admin →
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  12. Parse part of the incoming data

    Would like to see the ability to Parse only a part of the incoming data. (ie. In plugin we can use the RegEX Parse First Name dictionary found on the Commonly Used Regular Expressions page to return only the first word in a series of words.) Would like to be able to do that in OC as well, so when the data file contains Mickey & Minnie it imports only Mickey.

    8 votes
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    Thank you for this idea! There will be a new transformation type being released tomorrow in Omatic Cloud called "Split".  With this new transformation type, you can set criteria that parse out values from within a string of data. For example, if you have a string of gift amounts separated by semi colons, you’ll be able to divide those values and return specific items. In order to parse out the first word of a string, you would split the string using space as the separator, and return the first position of text. 


    Be on the lookout for this new transformation in Omatic Cloud tomorrow!


    Best,

    Kristen Gajdica

  13. Concatenate mapped field + defined field

    Can we add the ability to concatenate mapped fields with defined fields?

    3 votes
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    completed  ·  Emily Dalton responded

    In the 11/10/22 release, we will be including a new update to the concatenation tool. You will now be able to concatenate a mapped value with a defined value or a current date.

  14. Allow records causing exceptions to be edited before resending to destination

    Occasionally a record will be rejected by the destination app because the data violates some data formatting rule in that app. The main example in my setup is my Mailchimp lists do not allow non-US Zip codes, so when Omatic tries to create or update a subscriber whose Altru Zip is from a different country, it throws an exception. The only way to get the subscriber into Mailchimp is to either add them manually or temporarily remove the Zip from Altru and force the record to go through the Omatic formula again. It would save a lot of time if…

    5 votes
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  15. Post Salesforce Payments in Post-to-GL

    My current understanding is that the P2GL API for Salesforce does not allow posting of payment records that are not themselves SF Opportunities, eg, pledge payments (ie, the pledge is the Opportunity, and payments are payments against the pledge but not Opps themselves. We need to be able to post payments that are not Opportunities.

    When considering pledge fundraising and the ability to properly account for pledge payments against pledge commitments, the payment, and not the opportunity is the fundamental basis for pulling Salesforce data.

    7 votes
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    2 comments  ·  Post to GL  ·  Admin →
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  16. Need Solicit Code End Date field added to BBCRM Fields in OIC/OC

    using Solicit codes to track opt-ins for email subscriptions. The field for Solicit Code End Date isn't available in the fields to map to in OIC.

    0 votes
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  17. add import ID routing

    need to be able to return fields in data differences,

    0 votes
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  18. Add Education>First Post-Secondary School>Major Field to Luminate Online API Call

    Education fields under First Post-Secondary School and Second Post-Secondary School sections in Luminate Online are not available to be mapped in our Luminate Online to Salesforce formula because the majority of the Education fields are not included in the Luminate Online API call. Because we have limited custom fields to use in Luminate, we are using the Major field for our Undergraduate Major tracking. This is crucial to our reporting inside Salesforce and it is a huge limitation that we cannot map the Major field via Omatic Cloud.

    3 votes
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    1 comment  ·  Admin →
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    We have updated the Luminate Online constituent source endpoint to now include each of the first and second post secondary education fields.  These fields are now available for mapping in your Omatic Cloud formulas.

  19. Select mapped fields in transformations

    It would be of incredible added value if it were possible to select a mapped field in the data transformation option, which would give incredible flexibility to the process of mapping and transforming data between information systems.

    example>

    If the field Appeal = "A" then take the value of the field "Date", if the field Appeal <> "A" then the field = BLANK.

    5 votes
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    With the recently released updates to Transformations, you can accomplish this use case by stacking different types of transformations together.

    For example, to populate Gift Type only if the incoming Gift Amount is not blank you would:

    • Map Appeal
    • Add a "Concatenation" transformation to add Date
    • Add a "Replace" transformation to transform "If does not contain A" to "Blank"
    • Add a remove custom text for "A"


    This will ensure that the Date field coming in is only populated if the Gift Appeal is A.


    Depending on your incoming data, there are many variations and approaches you could take to setting up this transformation logic. We will continue to look into adding new Transformation Types in the future to improve efficiency and capabilities.

    You can find more information about transformations here: http://omatic-cloud.helpdocsonline.com/transformations

  20. Include other name fields besides FN, LN in matching to Salesforce

    I'm trying to show an example of data differences with name fields, specifically Middle name and "Nickname" (custom text field on contact record).
    Two things I'm noticing:

    Neither Middle name, nor "Nickname" shows up as a data difference even though there are different names on that record in SF. In the review screen, if I add the middle name and nickname fields to the Summary window in Salesforce, nothing shows in the SF record box.

    When I go to my matching, I can't add additional fields to Name criteria. I also can't include these fields on Name & Address criteria.

    2 votes
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    completed  ·  1 comment  ·  Salesforce  ·  Admin →
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