Omatic Cloud
124 results found
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Post to GL outputs for FE NXT
The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.
Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…
1 vote -
Which FE NXT batch(es) errored out?
With the new batching mechanism that can generate multiple FE NXT journal entry batches at once, we need the ability in the error text file to identify problematic batches. That way, we can delete those and leave the rest. Right now, it’s hard to tell which batches are broken.
1 voteWe have released an update to include the batch when errors are generated adding a journal entry to a batch. The batch will appear in the error message that is included in the exception file generated.
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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 -
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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Ability to Filter Out Test Emails for Salesforce Marketing Cloud
We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.
1 voteGreat news! This feedback has been released in Omatic Cloud. You can now filter out records based on specific criteria (for example, test email addresses) to exclude them from processing.
Learn more here: https://support.omaticsoftware.com/s/article/Record-Custom-Routing-Overview
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1 vote
We have released an update for our RENXT Connector to include a Phone Number and Name and Phone Number match scenarios for constituents.
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Automatically delete $0 "donations" when importing
Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."
When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.
Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."
1 voteOur users now have custom routing available which will allow users to choose to delete records that fit specific criteria in the source data.
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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 -
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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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 -
Add "Single" as option for Schedule Frequency for Pledges
It looks like Blackbaud has added "Single" as an additional option in their SKY API for schedule frequency in the Gift API call. The full list of options for frequency is now:
"Annually",
"EVERYSIXMONTHS",
"Quarterly",
"Monthly",
"EVERYFOURWEEKS",
"EVERYTWOWEEKS",
"Weekly",
"Irregular",
"Single"Can the API call be updated and coded in Omatic to accommodate the new options for mapping this field?
https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=CreateGift
1 voteWe have added the ability to add a frequency of Single when creating Pledges with our RENXT Connector. The frequency of Single can only be used when the number of installments is 1.
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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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Need ability to use multiple Concatenate Spacers when creating a field to upload to Mailchimp
I would like to be able to create a new field to upload into Mailchimp, combining different spacers, like have a space between 2 fields and then having a forward slash between another two set of fields within the same definition.
0 votes -
Option to Delete Page within the Ready bucket
We have a need for the option to Delete Page within the Ready bucket. Currently, the only option is to delete by row or delete all. This takes a lot of time when we have 600-900 records to delete.
0 votes -
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! -
Ability to map attribute data only if no matching Altru attribute found
We would like the ability to map fields such as Attribute Date and Attribute Comment only if a new Attribute is being added to an Altru record via an OIC formula. As it stands now, we are leaving the Attribute Date and Comment fields unmapped so they won't be overwritten when the formula finds a matching Attribute based on Attribute Category.
Say we have an attribute with a Category of "E-News Email List," a Value of "Yes," and a Start Date of 1/1/2019, which signifies to us that this person subscribed on or about 1/1/2019. The subscriber's record changes somehow…
0 votesWe are planning to add the ability to ignore incoming attribute data if the incoming data matches to existing fields that you would designate. We are not at this time going to enable independent field decisions for value/comment/date. Would you be able to track this data in two different attributes, so you could designate the updates independently by attribute? -
Postal Code clean up options for Canadian Postal Codes
Currently omatic cloud doesn't allow Canadian postal code clean ups, adding space between the code (ie, from 1A12V2 to 1A1 2V2)
0 votesHi Amy,
We have added a CAN zip clean-up transform on our Omatic Cloud platform. If a string of 6 numbers come in, a CAN zip format option can be selected. Below is how the format is configured:
3 alphanumeric characters_3 alphanumberic characters, like ANA NAN
A = alpha
N = numeric
Thank you for your suggestion!
Chanel
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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 -
Add another Relationship (RE NXT)
There are many times when we need to import more than one Relationship at a time. For example, we have flat files that contain both Spouse and Employer information that needs to be mapped separately. I was surprised when I went to map this in a formula and there was no Options dropdown next to Constituent / Relationship. (RE NXT)
0 votesGood news! This request has been addressed on the upgraded Omatic Cloud platform. We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade
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Ability to Auto-pick on First/Last Name OR Organization Name
Currently with Mailchimp and RENXT integration formulas, auto-pick only allows to either match on first name/last name or organization, not both at the same time. It would be more helpful to be able to pick all first name, last name, and org name instead of having to pick one, and have the other go into 1:1 bucket instead of Ready.
0 votes
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