Omatic Cloud
392 results found
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Date Cleanup Format in mapping for Unix timestamps
We have a handful of connectors, example Hubspot, that save dates in a Unix timestamp format. A cleanup for date fields that will automatically changes dates to this Unix timestamp format would be helpful when integrating with these connectors. This will reduce destination exceptions caused by date format issues.
2 votes -
Add RE NXT tax declaration to list of available fields
To use Omatic for gift imports in the UK we need to be able to add tax declaration information for the donor. These fields have been added to the Sky API now, so could they also be added for mapping in Omatic Cloud?
2 votes -
Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.
We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.
2 votes -
Be able to match to Gift Attribute Import ID in order to update gift attributes
Seem to be able to add new gift attributes, but not update existing gift attributes. Being able to globally update existing gift attributes would be very useful
2 votes -
Classy Transaction Filters
I would like to include the following filters in the Classy Transaction Endpoint:
- Company Gifts based on if Company is provided or Individual Gifts Based on if Company is not provided.
- Only Recurring Donations or Only Individual Gifts
- Status: Include Succesful or Pending(ACH)
- Date filters Refund Date, Date Modified, Date Added, or Payout Date.
2 votes -
Include/change the automation for spousal soft credits from the gifts field mapping to a relationship field mapping
In Omatic Cloud I came across the spouse soft credit under the gifts field mapping and believe this should be changed to the relaionship field mapping. When I add my new parents/grandparents, I would like to mark their spouses as automatically receiving soft credit prior to their first gift being received. That way when I add the gift in the Raisers Edge after my import has successfully been uploaded, I will not have to remember to manually add the sodt credit, it will automatically default to the spouse record.
2 votes -
tabs
More Tabs! I'm ok with having an "All Formulas" tab, however I like to have one tab per vendor, and I can't do that now.
2 votes -
Review menu scrollbar
On the review menu it is a mild inconvenience to have the scrollbar all the way at the bottom, would be awesome to have it available at the top or at any moment in the review screen to see the fields
2 votes -
View API Name in Object Picker
When selecting fields in the Object Picker, some of them have the same label but different API names. For example, we can have City (MailingCity) or City (City_Employer). It would be extremely helpful if we could hover over the field and see the actual API name to ensure we're mapping to the right field, rather than needing to do a lot of trial and error testing.
2 votes -
Allowing the formula to auto match based on a spouse in a record.
Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?
2 votes -
matching gift pledges
Omatic Cloud needs the ability to enter matching gift pledges and matching gift pledge payments. Currently the feature is only available with Importomatic and with database view sunsetting in the near feature we need to have more functionability.
2 votes -
LO Donation Form Filter Improvement
I'd like a better filter for donation forms. We have multiple donation forms in LO (e.g. restricted, unrestricted, monthly first, etc) and I've had to create formulas that fit the needs of those forms and it's difficult to have to keep adding them every time there is a new form and to add them in the correct formula. It's time consuming and also we have a lot of missing donations when we forget to add a donation form and have to add them and rerun the formula after the fact again.
2 votes -
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 -
Ability to reprocess one record of selected group of records in Exceptions
We would love to see the ability to reprocess only single records or a selected group of records from exceptions. For instance, in our exceptions bucket, there is a mix of legitimate exceptions, and RE token expired exceptions. We'd love to just be able to reprocess the token expired ones and leave the legitimate exceptions in the bucket.
2 votes -
Update fields with blank values
We would like to have the functionality for Omatic Cloud to update fields with Blank values in from Luminate --> Salesforce and vice versa from Salesforce --> Luminate. Blank values have meaning in both of our databases so this functionality would be extremely useful.
2 votes -
Delete from queue when Ready
I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.
My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?
2 votes -
RENXT to HubSpot Export: HubSpot Additional Email Match
During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?
2 votes -
2 votes
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Excessive number of duplicates - when donors give twice within same flat file
If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.
This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…
2 votes -
When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)
2 votes
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