Omatic Cloud
439 results found
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Ability to Write Back Transaction ID when Sending Offline Donations for Luminate and Classy
I would like the ability to send back a transaction ID to an offline gift from either RENXT or SF to (LO or Classy).
Idea:
1. Allow for Filtering of Only Offline Donations from both Luminate and Classy Systems. This will allow us the ability to have formulas dedicated to updating offline donations back in SF. This would not work for RENXT since updating is not available.1 vote -
Add NIN to Omatic cloud
For importing Standing Order payments from the bank the only way we can link to Constituents is by a unique ref. We currently store this in the NIN field. Could we get this field added to the omatic cloud when it is added to the SKY API (raised with Blackbaud as well). Thanks
1 vote -
Ability to Manually Pause Formulas when "Failed to connect to Data Sources"
It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.
1 vote -
RENXT <> HubSpot list mapping
We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.
1 vote -
Need Calculate Transformation in Concatenate
We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.
1 vote -
Calculate ignore text or have transformations within calculation - specifically remove text (ex. $)
Transformations within calculation - specifically remove text (ex. $)
or have the calculation ignore text such as "$" and only respect/ingest numbers since it cannot calculate at all if there are any non-numeric characters1 vote -
Enforce the Organization Relationship Address to default on the Constituent Address Field for Businesses
I had an issue recently in Omatic Cloud where I could not add business address information to the organizational relationship record so that it defaults as a business address option on the constituent address. Instead I needed to include both the the organizational relationship to show the Company Name and Position (without an associated address, this was a blank/empty field), as well as, adding a second constituent address separately and labeling it as business address. I now have to manually go into Raisers Edge and copy each constituent business address and paste to each of the businesses on the relationship…
1 vote -
Ability to increment numbers
Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)1 vote -
Attribute Comment Updating
When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.
1 vote -
Autocorrect empty fields instead of needing "Is Not Blank" Replacement
It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.
1 vote -
Facebook Fundraiser ID Field Available for Omatic Cloud
It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.
https://kb.blackbaud.com/knowledgebase/articles/Article/199607
https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistrationThank you!
1 vote -
EveryAction Field - "Campaign Type"
It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.
1 vote -
BBIP Connector
Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
A formula could do this.1 vote -
Formula Exceptions Automate Reprocessing/Retrying
Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)
1 vote -
Allow Custom Routing-Omit to compare Source Fields to Destination Fields.
Use Case: RE-Nxt to Salesforce (for Email)
We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.
Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…
1 vote -
test connection
Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.
1 vote -
Add Suffix as a field for matching.
We bring in many alumni or students who have parents who match on first, last, address, etc. and we would like to use Suffix as a matching or autopick field.
1 vote -
US phone number - catch incomplete phone numbers
Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers
US Phone Number Normalization
Goal: normalize to digits, then detect “short” values and exclude them.Steps on the phone field
Telephone format (or use Replace to strip punctuation)
Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
Fixed Length Formatting
Fixed Length: 10
Append Value: choose a unique character,…1 vote -
Add new GoFundMe Pro Channel to connector
GoFundMe Pro has added a new Channel feature for the Peer 2 Peer campaigns. We'd like this added to the GFMP connector for importing transactions.
1 vote -
Allow In-Line Edit in Formula Exceptions
It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.
1 vote
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