Omatic Cloud
439 results found
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Log when a formula is reprocessed in Activity History
Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.
4 votes -
Post-to-GL: Create New Journal or Append to Existing Journal
The process of uploading a file to Post-toGL creates blank or incomplete JE in FE NXT if there are data entry errors in the document that cause the transaction import to fail.
Could the Post-toGL connection be updated to provide the options / ask the question if the user wants to:
- Create a New Journal Entry
- Append to an Existing Journal Entry
This update would reduce the number of empty or incorrect JE that have to be deleted from FE NXT.
4 votes -
Show Run Schedule in History and current last run date
We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.
4 votes -
Add connector for RENXT and Cvent
Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.
4 votes -
Constant Contact Preference Updates
It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.
4 votes -
Don't Update Existing Blank Values in Destination when Default Data Difference is Destination
When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.4 votes -
Selecting Mailchimp Journeys for Import
We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.
4 votes -
Bulk in line edit
Having the ability to bulk in line edit records would be very beneficial.
4 votes -
Organization Information in "Verify your account" email
When adding a user to an account, it would be helpful to see the Org Name and potentially the tenant name associated with the email verification. The current email does not include any identifying information and makes confirming access challenging. It would be much easier for users to be able to directly click on the OC URL from the "Verify your email/account" email that is sent out when a user is given access to an OC instance.
4 votes -
Reprocess without Re-matching
Currently, when editing a formula you need to reprocess the data for the changes to take effect. What would be nice is there was an option to reprocess the data without needing to do the rematching.
For example, I edited a transformation after pulling in 100k records. Specifically updated the comments which is Defined not matched. Another example would be updating a transformation on a field that is not being matched by or routed by.
So essentially is an field is not being used to match or to route, then there is no reason to have to re-do the record…
4 votes -
Separate formula Type for HubSpot Email Subscriptions
Currently, the HubSpot formula "Contacts" handles all subscription information. Could this information to be handled separately in a stand alone formula since the "Contacts" formula handles all changes, not just email subscription changes.
The current process is noisy and creates a high volume of records that are unrelated to email subscription changes. This is also problematic for the HubSpot connector given API hits.
4 votesWe are planning to add this feature in Q4 2023!
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Delete Field Value Using Dedicated Syntax
We often have the need to delete/clear a field when importing. It would be great to have a dedicated syntax that we can map to indicate that the mapped field should be replaced with null.
E.g. if we map {DELETE} it would remove the value in the field in Salesforce that we are updating, leaving it blank.
This would allow blank fields to be ignored, whilst giving users a way to very intentionally delete a fields.
Two examples:
1) We have a file of donor data where invalid/incorrect email addresses and phone numbers have been flagged. We can therefore import…
3 votes -
Make popular / favourited translations available with one click
In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.
3 votes -
Allow multiple bank accounts to be selected for template
We have 120+ Affiliates/bank accounts. When we cut checks, we will do it for 25-50 different ones on 1 day. Being able to select multiple Affiliates/banks would save us so much time instead of entering 1 at a time and then getting a template to upload at our bank. 1 upload for 25+ affiliates would be great! (Upload our information and then the screen would have boxes to 'check mark' and empty boxes to fill in the check # range.
3 votes
Steve Brewer
responded
Thank you Missy for the idea. This is definitely an interesting use case. I am assuming that the Bank is the same for all 25 affiliates, and the only difference is the account in FE. And you would expect 1 file to be generated that has checks for all of your affiliates that are uploaded to your bank via that 1 file. Can you confirm my understanding?
For the update I would think we would need to make available all of the settings for each account you choose from FE such as starting/ending check number, include voids, and any other settings that is required for the bank format.
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Omatic user name populated as record owner
Populate the Omatic user name who is uploading the records to Salesforce into the associated records (opportunity, contact(s), and accounts.
3 votes -
Add Google Drive/Sheets Connector
We are a Google Workspace customer. We often get event registrations and other data that goes from a form to a Google Sheet. It would be fabulous to be able to use a Google Sheet as a data source to import data to Raiser's Edge without having to download it to Excel, recheck and fix the formatting since Excel always messes with field formatting and leading zeros, then upload the Excel file to Omatic Cloud.
3 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.
3 votes -
Ability to import gift note
Currently I cannot import a flat file of gifts into an NXT/webview batch because I want to add a gift note.
3 votes -
Upgrade EveryAction connector to post gifts to EA.
The EveryAction connector only allows you to sync gifts from EA to RENXT. It would be helpful the option to push giving history to EA as well. It says you can map gift queries and gift lists from RE, but the only endpoints in EA are for people.
Within the EA API, there are endpoints for posting contributions and bulk uploads, implying that Omatic could implement this feature to create a true bi-directional sync.
https://docs.everyaction.com/reference/post-contributions
https://docs.everyaction.com/reference/bulkimportjobs3 votes -
Custom Routing - Activity History
Would be beneficial to see in the activity history when records are deleted/removed due to the custom routing settings. This way if we see x number of records ingested but only see x number in the buckets it can help us audit the numbers we are seeing. Right now records just 'disappear' depending on the settings.
3 votes
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