Omatic Cloud
293 results found
-
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 -
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.
10 votes -
Allow additional Salesforce Objects
Right now we're limited to 12 Objects in a Salesforce formula, but there are scenarios where we need more than this especially in the case of Designations/Allocations. With the 12 object limitation we need multiple formulas for the same file which increases the risk of error when importing.
1 vote -
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 -
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 -
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 -
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 -
Importing data to a field on a top level object ONLY if the field is blank and ignoring it if it's already populated
We have fields we'd like to import into a top-level object but only want them to import if the field in Salesforce is blank. If the field is already populated, then skip importing that field from Import Omatic.
3 votes -
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.
1 vote -
Enable File-to-File Transformation & Export in Omatic Cloud
Currently, Omatic Cloud only allows transformations when importing data into Raiser’s Edge or other connected systems. However, it would be extremely beneficial to have a file-to-file processing option. This would allow users to:
Upload a spreadsheet, apply transformations, and export the transformed data as a new file (CSV, Excel, etc.).
Use Omatic’s powerful transformation tools without requiring integration with an external database.
Improve data cleaning and preparation workflows for reporting, imports, and other external processes.
This feature would save time and expand Omatic Cloud’s usability beyond direct imports. Please consider adding this functionality in a future update!1 vote -
Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)
When we use a query source to both update existing Mailchimp records and to add new Mailchimp records, we would like the ability to assign interest groups to new MC records but not overwrite preferences on already existing records. Currently after the formula processes, we need to go to MC and create a segment using the email added on date to find newly added records and assign them to group(s).
1 vote -
Ability to search by Alias for Event Host
Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).
4 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 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 -
Include Date Added and Date Processed fields to review bucket export
I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.
1 vote -
Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile
Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.
3 votes -
Participant guests in Classy
Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.
6 votes -
Don't Update Existing Blank Values in Destination when Default Data Difference is Destination
When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.4 votes -
Export Formula Option from Data Queue
It would be helpful to be able to export the formula from the Data Queue screen rather than having to open the formula and navigate to the mapping page. The button location could be below the "Other Options" section on the formula options flyout.
1 vote -
Ability to Overwrite an Entire Data Extension in SFMC
In some cases, it would be great to be able to instead of update the Data Extension, instead having the ability to Overwrite it with all records in a query. So all records not in the query are removed from the Data Extension.
1 vote
- Don't see your idea?