Omatic Cloud
103 results found
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NXT to NXT
Imagine if you could continuously transform NXT data without running a global update (or other manual methods, like a flat file).
Example: OC formula that begins with NXT Action List. When an action fitting the criteria is added, transform it into a Consent Table entry and write it back to the NXT constituent record. Run it continuously.
Current capabilities of RE business rules or NXT Workflow don't extend this far or offer this much flexibility. Even if NXT Workflow eventually grows into this space, I doubt it'll offer the full fields OC does.1 voteHi Kelly! This is possible today! You just need to set up two RENXT data sources (to the same RENXT instance). Then, you can pick one as your source and one as your destination in your formula!
Best,
Kristen
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Allow same source and destination
OmaticCloud would be more valuable to us if it would allow same data source and destination. For example, data stored in RE membership could be transformed or simply moved to constituent attributes area by an OmaticCloud job when membership data is changed. This will help workaround missing functionality from RE and Omatic to improve our data efficiency and accuracy. Thank you!
8 votesThis is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.
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Show "Incoming Date/Time" of Record During Matching
We currently have a problem if the record comes in multiple times, we don't know which record is the latest one. You almost have to export the data and review it column to column for an individual.
It would be nice to include the date/time when the record was added to the matching screen. Right now we can see date/time for exceptions, so it would be nice to see that on the matching.3 votes -
Offering the ability to pull all list types from NXT, not just a Constituent list. (Gifts, Actions, Opportunities)
I need the ability to sync constituents between NXT and Luminate who have given to a particular Package. This is only searchable in NXT through a Gift List.
3 votesThis is now supported, with RENXT Query as a Source. You can create a query in RENXT, and use it as the source of the data to send to Luminate.
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Split gift by percentage
Add the ability to transform gifts by a set percentage of the gift amount in order to create a split gift with multiple funds. Example, 80% of the gift to one fund, 20% to another
3 votesThank you for this idea! This has been made possible with our new Calculate Transformation. Check out more information about it here: https://support.omaticsoftware.com/s/article/How-to-Calculate-Data-Values
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Keep 'Remove batch if validation fails during processing checkbox' checked
After checking the box to "Remove batch if validation fails during processing checkbox" it would be nice if that remained check for each subsequent posting job.
3 votesWith the release on 12/5/2024, the 'Remove batch if validation fails during processing' checkbox will remember the last status chosen when processing a formula so that a user doesn't have to manually update the checkbox each time a formula is processed.
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New Formula Types
If I create a second API Connection to my RE/NXT database (called RE Maintenance), I’m hoping to use the primary connection to identify specific maintenance scenarios and the second connection to update the data in RE. (Ie, we have a custom field called Minor (under 18) with a Y/N value. I’d like a formula to automagically change it once they reach their 18th birthday.) I currently do this on a monthly basis for many different maintenance scenarios using RE Database View queries and global changes. Automating would be better, more efficient, and more timely.
OC will allow me to create…
5 votesThis is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.
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5 votes
Page size is now saved within Omatic Cloud. It will be saved per user, per formula. Within a formula, it will be applied to all the buckets. New formulas will still default to 15 records, but once you make the change, it will be saved.
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Support "starts with" or "ends with" in Transformations
When translating data we need more supported options for translating data, for example, "starts with" or "ends with" at minimum.
7 votes -
Include Uploaded file name in PostToGL FE NXT Batch Description
To help identify the contents of a FE NXT Journal Entry, it would be helpful if the Journal Description could include the file name of the uploaded file.
4 votesThere is now a field available named Uploaded File Name that you can use to map in any area where mapping is supported in a formula.
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Floating Column Headers in Buckets
When scrolling down a bucket, the headers do not follow and it's difficult to remember which field is associated with which header.
0 votes -
OC Date transformation for D/M/YYYY
Currently there is a transformation for M/D/YYYY but not D/M/YYYY
Seeing a lot of "data differences" simply because of OC adding back in a zero when we do not want one.6 votes -
Ability to silence or "x" out toast notifications in Omatic Cloud
Toast notifications can be distracting especially when multiple users are in an Omatic Cloud instance. The notification blocks the "X" button on the formula and prevents another user from closing a formula. When those notifications stack or another user is processing records, it can be a long wait.
It would be helpful to silence those notifications per user and have the ability to close out of the notification before the processing bar is completed.
12 votesAdditional toast notification feedback can be submitted within the referenced link
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SFTP to HubSpot
Please add SFTP Capabilities for ingesting files from a SFTP to HubSpot. Right now we can ingest Flat Files into HubSpot, but there is no formula that will support a SFTP connection to HS
1 vote -
Update fields only if new record
When a formula imports data for new and existing contacts, there may be fields that should only be populated for new records.
For example, we have source campaign, source, and sub-source to record where a record initially came from. This should only be updated on new records.
Having a 'only if new' option in the mapping would be really useful. I.e. when selected, the incoming data is ignored when updating existing records, and populated when creating new records.
3 votes- With the July 2, 2024 release, we added new options for child object matching to add, update, or ignore incoming values depending on whether the child object is matched
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GiveCampus: Adding Time Zone Selector
All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in
1 voteThe date/time transform in Omatic Cloud is able to handle the source time format so this suggestion will be closed. A separate User Voice ticket may need to be opened for Classic products (IOM).
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GiveCampus: Adding "Donor Covered Fees" as a field
Donor Covered Fees is a field available in GiveCampus, but not yet available to map in either IOM or OC. Organizations would like this available to track in RE/RENXT.
1 vote -
Add ability to include archived/unpublished donation forms
Add the ability to include archived/unpublished forms to the donation form selection in the "Additional Settings (Source)" step. Currently we cannot unpublish or archive any donation form with a recurring gift option in Luminate (which for us is most pages) because Omatic cloud will not pull those transactions once the page is unpublished/archived. This causes unnecessary page clutter in Luminate.
2 votes -
Import from One system of Record into the Same System of Record
We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"
Reference case 00094322
2 votes -
Add Salesforce Production to Salesforce Production option to Formula Setup
Would like the ability to create a report in Salesforce Production and have omatic pull that report and make the updates noted in the formula in Salesforce production at a scheduled time. At this time, I can only schedule automatic updates from Salesforce Production to Salesforce Sandbox, which is useless when trying to keep the data clean in the live database
2 votes
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