Omatic Cloud
418 results found
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modify recurring
Only have newly created recurring gift plans (NOT modified recurring gift plans) run through the integration. We're seeing gifts get caught in the filter when credit card information is updated, for example, but according to the support team there's currently no way to differentiate these from new gifts.
6 votes -
Make System record ID Field for Opportunity available in Omatic Cloud
Make the Opportunity "System record ID" field available in Omatic Cloud. It is hard to believe that this field is not available in the "Add/remove fields" modal tree! For all of the precision I'd expect in importing, this seems to me to be a most unfortunate oversight.
1 vote -
Opportunity
Make the Opportunity "System record ID" field (“opportunity_id” per the API) available in the "Add/remove fields" modal tree. It is really hard to believe that Omatic Cloud is not letting me precisely specify the exact Opportunity that I want to update via Omatic Cloud.
1 vote -
Added formula capability for primary education
We need to be able to write a formula that checks the record for an existing primary education. If one exists then we can import the new education without marking it as primary. If one does not exist, then we can import specific educations as primary in a specified hierarchy. For example, we have some who get an undergrad degree and then come back for a graduate degree so we want the undergrad to remain primary. We have others that come only for graduate degrees so we want to be able to mark those as primary if there is no…
1 vote -
Add Fundraiser Event & Fundraiser Data to the Fundraise Up Connector
Could you add support for Fundraise Up Fundraiser records, including a fundraiser creation event trigger and fundraiser fields: ID, Name, Creation Date, End Date, Share URL, Goal Amount, Campaign Name, and Designation.
Currently, we manually create and maintain these fundraiser relationships in Raiser's Edge after they're created. If Omatic could automatically bring these records into Raiser's Edge, it would eliminate a manual process and help keep fundraiser information synchronized.
From what I've seen, fundraiser data appears to be available through the Fundraise Up APIs, but we're happy to reach out to Fundraise Up if any additional API access or configuration…
1 vote -
Option to exclude blanks as a data difference for matching
It would be helpful to be able to specify for matching fields if a blank value is a data difference or is not a data difference (like the Capitalization counts as a data difference, but maybe to be able to specify it for the specific field, not for all the fields).
This would allow me to be able to expand the results of my records that go to the Ready bucket because currently I have to match on First Middle and Last Names (so that we don't overwrite someone's full middle name to a middle initial which is common especially…
1 vote -
Put all status indicators in one place
It would be helpful to have the status of Data Queues also show any exceptions. Having to look at both the "Data/Queue" page AND the Integration/Formula page to check for success/failure seems to be odd.
1 vote -
The ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the f
In all integrations, we need the ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the full address is the same on both systems. This goes back to making sure that if Address A has 2 Lines and the New Address B only has 1 Line, the New Address B in all systems has 1 line. So changing the system to allow blanking lines without using a workaround.
1 vote -
GiveCampus Connector: Add access to Gift Office module data fields
Provide access to the data fields in the GiveCampus Gift Officer module.
1 vote -
Auto-delete/omit new records
Allow processing to delete New Records bucket automatically or omit new records. I don't want new records added to my system.
5 votes -
Excluding archived records from importing into RENXT
When bringing information from MC to RENXT like the MailChimp ID, it would be great to not bring over the archived record information. This will help prevent records in RE to be connected to more than one MC record.
3 votes -
Add multiple fundraisers to an action using Database Assistant
I am setting up some database assistant formulas for stewardship actions. Whenever the President of the organization is assigned to an action, we would like her assistant to also be assigned so that she can help keep the President on track
Note that this is specifically for a database assistant formula, but I believe it might apply to other situations as well.
1 vote -
Feature request: CyberImpact connector for Canadian users
We currently use Mailchimp with Omatic Cloud to sync data back to RE NXT, but as a Canadian organization, dealing with US compliance regulations has become a major headache. We want to switch over to CyberImpact, a Canadian email provider that handles our domestic privacy laws (like CASL and Quebec’s Law 25) natively and keeps all data hosted locally in Canada.
The issue is that Omatic Cloud doesn't have a pre-built connector for CyberImpact. If we make the switch, we’ll be stuck doing manual file exports and imports to keep our donor database updated, which completely defeats the purpose of…
9 votes -
Include Title Case as an option for Casing Transformation
Please add Title Case as an option for Casing transformations. This is something we commonly need for recognition names, organization names, etc. where any minor words after the first word would be lowercase but names capitalized. The Proper Case option capitalizes words like "and" and "the" that occur in the middle of the data, causing us a lot of manual editing. (Not necessarily needed if there was a transformation option to replace individual words within a field like "replace 'And" with "and")
1 vote -
Allow Fund queries to be used for ReNXT to GiveCampus connector
With the ReNXT to GiveCampus connector going live soon, we would like to use it to import our Fund/Designations into GiveCampus. However, since our current option is to only use a gift query or gift list, we can only send over funds that have received at least one gift. A fund query would allow us to connect new funds when they are created, whether they have received a gift or not yet.
1 vote -
Enable Omatic Cloud the ability to support mapping all of the RE Import ID fields that ImportOmatic currently can
The ability to map a specific import ID to help match to and update specific record types would be incredibly valuable, especially within the 'database assistant' formulas. Currently, the OC mapping options seem to be limiting the mapping of import IDs to only be available for constituents, tributes, or gifts, but users need the ability to map import IDs for all the record types that ImportOmatic currently offers - including import IDs for actions, addresses, phones/emails, ratings, relationships, and many more.
The inclusion of all the record types that IOM can map import IDs for would make the database assistant…
8 votes -
Collapse Formula Tiles
As the number of OC formulas I've created increases, so does the amount of scrolling I do to find formulas with data that need my attention. One of my tabs already has 27 formulas and it's growing. I'd like a way to collapse them that includes an indicator when there are items in triage buckets. Even keeping the header with the formula name and footer (status & below), but collapsing the buckets and file drop section, would be greatly helpful.
2 votes -
New Mailchimp Formula Type & options
I am trying to proactively update emails in RE when they change in Mailchimp. I can create formulas for Subscribed or Unsubscribed Mailchimp contacts, but not Cleaned. Also, when I create a Mailchimp Subscribers to RENXT Constituents formula, it allows me to select records based on Category or Interest but I'd like to use a predefined Segment which allows for greater finesse in the records I update.
1 vote -
Add "skip row" functionality for flat files
Add a function to skip a row of data based on a condition in a flat file process.
1 vote -
Filter by Error Reason
Would like to be able to filter by error reason on Omatic Cloud. This will allow for us to delete or process liked errors all at once.
3 votes
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