Omatic Cloud
402 results found
-
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 -
Show number of records routed to Omit Records endpoint
Currently when using the custom routing rule to omit records, those records just quietly disappear without the ability to trace how many were removed.
I would like the activity history for the formula to show, after x number of records were ingested/processed, y number were omitted. Then I can more accurately trace where everything ended up when I know what I started with, and it'll make troubleshooting easier.
2 votes -
Option to Chain a Sequence of Formulas
Add the option of running a sequence of formulas, so that each formula begins only when the previous formula completes.
In our case, we need to run multiple formulas for a single import job because our data source (RENXT Queries) can't yield the results we need in just one query. The difficulty is that sometimes we need to overwrite the data written by a previous formula. Import time can vary widely depending on both connectivity and the variable number of records that day, so this option could greatly improve the stability of our process.
3 votes -
Merge records (accounts)
Omatic Cloud have a DBA assistant; the only missing this is the ability to merge accounts like Merge O Matic.
Currently, we need another 3rd party tool... $3 votes -
Show "created by" and "last modified by" in NXT based on the Omatic Cloud user that did the action
When processing data in Omatic Cloud it shows the last person to modify a record is based on the connection, not the user. We would like it to show it based on the Omatic Cloud user that processed the record in the formula.
3 votes -
Allow customers to stop a formula if an error is noticed
I have a formula running but it is importing correctly and I have no way of stopping it. I'm at the mercy of customer service to stop it. Allow customers the ability to stop a running formula if there is an issue.
1 vote -
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
- Don't see your idea?