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64 results found

  1. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Child Object Matching: RENXT Custom Fields

    Currently there are two options for child object matching in Omatic Cloud (RENXT as SoR) when you are matching to an existing object: "When a match is found" and "When a match is not found". In the case of Custom Fields there are the Category, Value, Date, and Comment fields. It's a common scenario that we only want the Date of the Custom Field to change if the Value changes. Neither of the existing options work for this because if we match on just "Category", Omatic continues to update the date even if the Value does not change. If we…

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

    1 vote
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  6. FindOmatic email search

    We would like to use FindOmatic to search for records using email addresses.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  7. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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  9. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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  11. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    3 votes
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  12. Ability to send multiple values to "select multiple" contact field in Emma

    We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Sync Entire RENXT List to Data Source

    Right now when using a connector to sync records from RENXT to a data source Omatic considers the "Modified Date" in addition to the RENXT List that the record is on. For lists that are created more ad hoc, such as events, the records may not have necessarily been modified recently, so they're either missed in the sync or you would need to force a modification on all records in the date via a Global Change. It would be awesome to the have the option to sync the entire list for certain formulas, so that all records on the list…

    8 votes
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  14. Need a transformation to strip leading zeroes from an ID field

    3 votes
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  15. Classy Transaction Type in the connector section

    We need to have the Classy transaction type from the payout report in the connector.

    3 votes
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  16. Shorten Data Transformation - add ability to shorten from front or back

    Current transformation only allows us to drop values from the end of a string. We also need the ability to drop values from the front of the screen.

    6 votes
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  17. Ability to Schedule Exports from RE/NXT

    It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.

    1 vote
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  18. Adding HubSpot Alternate Email

    It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.

    1 vote
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  19. HubSpot additional Properties under Email Information Group

    For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.

    1 vote
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  20. Request to add more retries to HubSpot endpoint

    No API limit errors between formulas

    0 votes
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