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3 results found

  1. Make BBCRM Data Forms Available with SFTP Connector

    Currently the SFTP connector only allows for 1 constituent import option. While this option does have a variety of fields, there a few non-constituent based imports we would like to use the SFTP connector for.

    The regular flat file option allows for connecting to any single data form in BBCRM. This is a helpful tool for infrequent imports. However, being able to use this same logic while having the convivence of the SFTP scheduled auto imports would save us a lot of time and allow us to connect Omatic to many more 3rd parties that do not have dedicated connectors…

    3 votes
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    0 comments  ·  Blackbaud CRM  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    Hi Michael - We have updated our SFTP to BBCRM formula types to include a new one for you:  SFTP to BBCRM Data Form.  You should be able to then setup a SFTP folder location and have it go to a BBCRM Data Form.

    Let us know if you notice any problems by submitting a support ticket and we can review.

  2. Add reason code to BBCRM Constituent Email

    BBCRM Constituent Email Address section has an option to set the "Do Not Email" flag. However, our Bio records team would like us to include a reason code inorder to identify who (in this case from where) set the flag.

    Would it possible to add reason code as an option?

    We are currently integrating with Emma.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →

  3. Need Solicit Code End Date field added to BBCRM Fields in OIC/OC

    using Solicit codes to track opt-ins for email subscriptions. The field for Solicit Code End Date isn't available in the fields to map to in OIC.

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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