Omatic Cloud
396 results found
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Functionality to Map Bank Information with Direct Debit Gifts
When the pay method is "Direct Debit" for a gift that is brought in through regular Omatic processes (not via a batch), Omatic will leave the "Bank/Financial Institution" field empty in Raiser's Edge Database view. This field does not exist in RENXT, but it is a required field in DBV in order to use the payment method of "Direct Debit". Therefore, there isn't a way to map bank details or relationships at this time within Omatic Cloud formulas.
Because my team almost exclusively uses DBV, our Finance team cannot reconcile the gifts that do not have the "Bank/Financial Institution" field…
3 votes -
Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.
When importing a large set of event gifts that comes with several new donors. Those donors are imported but do not have a gender, prefix, Addressee/Salutation line assigned. There ought to be a way for us to map this out for new donors. At the end of every section there is that question (How do you want to process this data?) Match to existing RENXT or Add file upload data as new address. This should be available in the constituent section. When a match is found keep RENXT Constituent Data as is. When a match is not found- add file…
1 vote -
Export transformation values from Omatic Cloud to csv AND more efficient sorting
I would like to be able to export transformation values from Omatic Cloud to csv to easily review all transformation values. The window in Omatic Cloud is too small to thoroughly review values when we have hundreds of transformations within one category (for example, we use the "replace" transformation for hundreds of Appeals, each of which may have multiple corresponding Luminate form IDs to replace).
Also would like more efficient options to sort transformations. The drag and drop is very slow and again, the small size of the window is problematic for this task.
1 vote -
global change
It would be cool if we could apply a group change to ready records before pushing to RE by field. For example, I want all my gifts to go to one batch and so need to change the batch description to all be the same for each gift. Currently have gifts come into ready with date & timestamp to assist with troubleshooting mapping in Omatic but once I send them to RE, I want all that info to be the same to push them through to one batch.
1 vote -
Add ability to compare one field to another in field mapping and custom routing
Currently we can compare an incoming field to a defined string. It would be really helpful to be able to compare an incoming field to another incoming field to build decision logic into either the field mapping or into custom routing. For example, I may want to enter a purchase a particular way if the billing and shipping addresses are different, and either enter differently or route to omit those if they are the same.
I could also use this for data cleanup. I could create a separate column with expected information for each subset of data in my spreadsheet,…
2 votes -
Adding Email & Phone Number to Actions
Ability to add the email or phone number when importing actions through Omatic Cloud like you can in Database view.
1 vote -
Add Packages to Appeals During Import
When we do an import of assigned appeals, we'd love to have packages added to the appeal record if they do not already exist
3 votes -
Automatically remove currency symbols
Please make it so that all currency values in a file remove the currency formatting. Every time I have a flat file that requires a calculation between 2 existing values on the file, I have to either remember to format my flat file before import, or I have to figure out how to do a custom code to do the calculation instead.
1 vote -
ability to select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records
Select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records. Right now we are clicking one by one, and it can be time consuming if there are many.
2 votes -
Enhanced Batch Controls for Safer NXT Data Processing
Introduce safeguards that allow users to validate and, if needed, stop or reverse large batch submissions to NXT. When processing high volumes of records, a single wrong button push or selection error can impact thousands of records with little ability to intervene once a send is initiated (ask me how i know). Adding a pre-send validation layer would help identify anomalies before data is committed. In addition, the ability to pause or cancel a batch in progress, along with clear status visibility, would provide critical control during processing. A limited rollback or undo capability, supported by an audit trail, would…
1 vote -
Map multiple fields to NXT
Make the ability to map multiple fields from Mailchimp to a note in an action in NXT.
3 votes -
Import File History with File Name
Similar to the classic Omatic, a history that shows import file location, name, import date, and number of imported records. In the Cloud version, it just shows number of records imported.
3 votes -
Mark a record as “Needs Attention” based on specific criteria
Similar to routing or custom routing rules, the idea is that a record must be manually reviewed and validated when certain conditions are met (other than a match to a platform record like Salesforce or RE).
Example:
I have a standard donation form, but if a particular element is present, I would like a human to review it.A concrete case: on the donation form, there is an option to enter a company name (so the donation shifts from an individual to an organization). However, sometimes this is not an actual company, but rather an employer associated with a workplace…
1 vote -
Additional Mapping Properties in HubSpot
Right now, we can only map to/from contact properties in HubSpot. Would love to be able to map to tickets, deals, events, etc.
1 vote -
Add a Bloomerang (Qgiv) connector
We use Bloomerang for online giving. It would be nice to have a connector.
1 vote -
Add Sent Email API for Engaging Networks
Engaging Networks offers a paid API service in addition to their Bulk API that is the only way to extract specific email send information, regardless of a user's interaction with that email. We need to be able to import email activity into Raiser's Edge, including what email a constituent was sent so we can report on appeal response, but can only do so with the Sent Email API.
3 votes -
Export from RENXT to flat file
I would like to have an automated export in Omatic Cloud from RENXT to a flat file. This will help automate data to other systems in our organization.
3 votes -
LO Donation Form Filter Improvement
I'd like a better filter for donation forms. We have multiple donation forms in LO (e.g. restricted, unrestricted, monthly first, etc) and I've had to create formulas that fit the needs of those forms and it's difficult to have to keep adding them every time there is a new form and to add them in the correct formula. It's time consuming and also we have a lot of missing donations when we forget to add a donation form and have to add them and rerun the formula after the fact again.
2 votes -
Additional Date Format Option
I recently came across the KB article How to Map a Batch Number Using Transformations Where None Are Provided and realized that this would help us cleanup some of our post import process. However, as I was going through the steps I found that none of the existing date formats match what we need. It would be very helpful to us if there was an option to format a date as MMDDYYYY. There is already a format of YYYYMMDD, so it seems like this should be an easy option to provide.
1 vote -
Translate RENXT Query Field IDs
When using a Raisers Edge Query as the formula source, to add a Custom Code Translation we can't easily determine the field name to use.
For example, in the Available Source Fields it'll show
"name": "13579",
instead of
"name": "address.addressline1"1 vote
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