Omatic Cloud
82 results found
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Automatically strip leading/trailing spaces from incoming values/source files
Please bring back Omatic Cloud automatically stripping leading/trailing spaces from incoming values. The previous version of Omatic Cloud did this and the new version does NOT do this which means any data differences have to be accepted one by one. The only other alternative is adding a transformation to remove the spaces. However, it is not possible to specify leading/trailing spaces so this is problematic for many incoming names!
3 votesIn today's release, we have added functionality to automatically remove leading and trailing spaces on ingestion. In addition, you will have an option during routing to count/ignore spaces in the destination as a data difference. Spaces will be indicated in the grids with a purple box surrounding the space.
Let us know what you think or if you have any questions after the release!
Best,
Kristen Gajdica
Senior Product Manager
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Add Education>First Post-Secondary School>Major Field to Luminate Online API Call
Education fields under First Post-Secondary School and Second Post-Secondary School sections in Luminate Online are not available to be mapped in our Luminate Online to Salesforce formula because the majority of the Education fields are not included in the Luminate Online API call. Because we have limited custom fields to use in Luminate, we are using the Major field for our Undergraduate Major tracking. This is crucial to our reporting inside Salesforce and it is a huge limitation that we cannot map the Major field via Omatic Cloud.
3 votesWe have updated the Luminate Online constituent source endpoint to now include each of the first and second post secondary education fields. These fields are now available for mapping in your Omatic Cloud formulas.
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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 -
pull pledge payments on pledges with multiple payments
make payments the center of the decision of data to post instead of opportunities
2 votesThis can now be accomplished through the use of the new Salesforce Report as a source functionality.
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Match & Update - Don't Add
Salesforce formulas need a setting like RENXT on child objects to allow for control over what happens when a match is or is not found so users can choose not to add new if matches are not found and leave destination as-is if matches are found.
Example1: Salesforce users importing Benevity files link opportunities between employee and employer via a lookup field with the transaction ID. If the employee or employer doesn't give ($0 gift), we're not creating an opportunity. Destination exceptions present because transaction ID is always present and there's no way to make one blank if it's a…
2 votesreleased July 2, 2024
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Include other name fields besides FN, LN in matching to Salesforce
I'm trying to show an example of data differences with name fields, specifically Middle name and "Nickname" (custom text field on contact record).
Two things I'm noticing:Neither Middle name, nor "Nickname" shows up as a data difference even though there are different names on that record in SF. In the review screen, if I add the middle name and nickname fields to the Summary window in Salesforce, nothing shows in the SF record box.
When I go to my matching, I can't add additional fields to Name criteria. I also can't include these fields on Name & Address criteria.
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2 votes -
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 -
Ability to Add new from the Ready bucket
We would like the ability to Add new from the Ready bucket (currently, can only send the page or send all). There are times when there are records in the Ready bucket that look like a potential match in the destination but are not. The ability to Add new from the ready bucket would be helpful. Currently, the work around is to document which record needs investigation or delete that row from the ready bucket to manually add later.
1 voteThe ability to 'Add' a new record from the Ready bucket is available in Omatic Cloud!
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Add Translations for RENXT Gift Types
Translations for all Gift Types in RENXT would be nice. For example, in the front end the type is "Gift-in-Kind", but the API is expecting "Giftinkind"
1 vote -
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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1 vote
This work as been completed and the ability to export the entire "bucket" is now available in production!
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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 -
POM/P2GL: Summarize Filtered Rows
POM/P2GL can summarize transactions, creating a GL import file that contains 1 bank line and X revenue lines. This functionality is applied at the configuration level - and, therefore, impacts the entire file output.
We don't currently have a way of identifying selected transactions (e.g. Adj/Rev) where we do not want these summary transactions to be applied.
I'd like to see the ability to apply filters to the summary criteria to help drive when the summary should be applied.
1 voteHi JP,
Thank you for submitting the idea. I wanted to make you aware that Post to GL currently supports this use case and summarization can be configured to summarize some transactions and not others. The only requirement is having the information available in the source data to be able to configure the scenarios needed.
I know I have seen clients have formulas configured with the following scenarios:
1. Summarize non-adjustments but not adjustment transactions
2. Summarize debit transactions but not credit transactions
3. Summarize specific account numbers but not other account numbers
4. Summarize transactions for specific funds but not other funds
There are definitely others that could be considered.
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Ability to pick a date format for the concatenated date
This is in relation to batch number naming. When we had this feature in V1 it was great for a variety of reasons and it helped when we had to process backlogged donations using run once. Now I'm having to do tons of workarounds.
1 vote -
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 voteHi Michael - We released this last sprint. You should now see the Reason Code on the email object and be able to map this field.
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SF and RENXT Match on Name and Email
I would like the ability to submit to Match on Email and Name for RENXT and Salesforce.
Use Case: I have records I am attempting to send to the System of Record and I would like to only consider a record as a match if the Name and Email Match. This way I don't have to see every record that has a name match when I only have the Name and Email provided in the source.
1 voteThe ability to create a match scenario for Name and Email for Salesforce has been deployed!
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import Education Relationship Attributes (RE NXT)
As I am starting to work on the Cloud, it would be great to be able to import Education Relationship Attributes. Thanks!!
0 votesWe have been working with Blackbaud, to encourage them to make Education Attributes available in the SKY API. Good news - that work is in progress! Once Blackbaud makes these fields available in the API, we will add the functionality to Omatic Cloud. -
Add Admin to support tickets
Although I'm the Omatic Admin and I create the majority of any support tickets, there are others within my organization who use the product and have the ability to create tickets. Because they don't always think to CC me when they create a ticket, I'm hoping there's a way to set us up so that I'm always included on support tickets regardless of who is creating them.
0 votesUnfortunately we don't have a way to CC users on support tickets. But we do have the ability to give you access to see all of the support tickets created by other users at your organization. We have now set up your profile so that when you log into our Support portal, you will see all tickets. Hope this helps! -
Enable Display of Mailchimp Status in summary field
The "Status" field in Mailchimp (subscribed, unsubscribed, cleaned, etc.) appears to be an option to display in summary fields but when added to a summary field it doesn't display anything. If this item could be displayed in summary fields that would be helpful because then you could see at a glance which records can and cannot be updated in Mailchimp (since it won't let Omatic Cloud update Cleaned records or re-subscribe unsubscribed records).
0 votesOmatic Cloud has been updated and you should be able to see the "status" field from MailChimp now in the summary field. Thanks for letting us know! -
Manually search for record to match to
I would like the ability to search RE NXT for a record when the right match isn't found - for example, someone uses a business name that doesn't exist in NXT, but I want to match to an existing record.
0 votes
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