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305 results found

  1. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    1 vote
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  2. 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
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  3. 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
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  4. Matching on middle names and birthdates

    We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.

    3 votes
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  5. Ability to tag and filter formulas in Omatic Cloud

    Ability to tag and filter formulas in Omatic Cloud. I have over 60 different formulas and most vary from the same set of rules i.e. we have two formulas for one file so we can adjust fields for new and existing records. Right now the tabs are useful but since they are user specific when I sign up a new user I have to spend time helping them find the right formulas. If there were tags I could assign departments, new vs existing, and formula type to make the search easier. It would also be nice to be able to…

    1 vote
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  6. Inactivate old formulas

    It would be helpful to be able to inactivate old Omatic Cloud formulas. I would hate to lose the work by just deleting it, but the list is becoming a lot of noise.

    1 vote
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  7. Ability to map to Mailing ID and Finder Number on gift record

    These fields aren't available through the Blackbaud API, but we have numerous queries and reports that rely on them, dating back to when we first started using RE. We use the Mailing ID field to track the platform through which a gift was made, and the Finder Number field to identify constituents from acquisition mailing finder files. If we can't map to these fields in Omatic Cloud, it will require significant changes to our existing workflows. Currently, I'm adding this data to gift records with a Blackbaud import after importing through IOM+, which is not an efficient process.

    3 votes
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  8. 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
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  9. 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
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  10. Name Formats - Custom Checkbox

    It would be helpful for OC to have the "Custom" Checkbox for Name Formats. This is currently supported by the SKYAPI but not yet available in OC. https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=EditConstituentNameFormat

    1 vote
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  11. Ability to Map "Referring Email Name" for EveryAction

    It would be helpful to have "Referring Email Name" as an endpoint for EveryAction. This field would allow for the tracking of donations attributed from email campaigns.

    1 vote
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  12. Which FE NXT batch(es) errored out?

    With the new batching mechanism that can generate multiple FE NXT journal entry batches at once, we need the ability in the error text file to identify problematic batches. That way, we can delete those and leave the rest. Right now, it’s hard to tell which batches are broken.

    1 vote
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    We already have plans to update error messages when a journal entry cannot be created and FENXT returns an error to include the Batch ID in the error message so that the user has more information.

  13. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
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  14. Engaging Networks P2P Transaction Types

    EN just released new P2P transaction types - when will these be available in Omatic to import?
    https://developer.engagingnetworks.net/site/peer-to-peer/#a_summary_of_the_new_transaction_types

    1 vote
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  15. Fuzzy Organization Name Matching

    Currently, Omatic Cloud does not support fuzzy name matching for organizations. Organizations can only be matched on name exactly. In this case, if you were to try and import employment data, minor variations in organization name will force you to manually match with existing organizations or you will end up with multiple duplicate organizations within your database. Fuzzy organisation name matching would make this process much simpler and streamlined.

    12 votes
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  16. Add ability to import perpetual recurring donations from Encompass

    Perpetual recurring donations is a separate endpoint in Encompass. We would like to be able to import these transactions.

    13 votes
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  17. Implement anti record looping in Mailchimp

    It would be nice to be able to stop records from looping back and forth in Mailchimp. One way to prevent this could be using a custom field such as "last updated by Omatic Cloud" that gets updated when sending records to Mailchimp so that they don't come back through the subscribers formula.

    1 vote
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  18. Add transformations to use for various number formatting options

    It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…

    3 votes
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  19. Import of Fund Relationships

    There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
    Thank you!

    1 vote
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  20. Update ECS Transaction Type for Engaging Networks

    Currently, we are not able to bring over supporter data for Event attendee supporter data with the ETA transaction formula type. The ECS transaction type does support event attendee supporter data in the API but that data is not currently in the EN connector. It would be helpful to have access to Event Attendee supporter data because otherwise, we will need to use a Flat File import.

    1 vote
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