Omatic Cloud
317 results found
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Print out P2GL formulas
Currently there is no ability to print out P2GL formula configuration or logic threads. Since formulas cannot currently be copied, they have to be replicated manually and the inability to print formula configuration tremendously hampers that effort. This is even true when working to apply logic from one client's formula to another -- since the logic thread cannot be printed, it's challenging to recreate from memory and/or to toggle back and forth between formulas/monitors, etc.
2 votes -
Sample Data (not enough of it)
Sample data provided when configuring new P2GL formulas is limited to 20 or 25 rows of transactions, which typically is not enough sample data to ensure that formula configurations are accurate and doing what the client needs. Two examples:
In one case there were transformations configured that looked right on the first 20 rows of data, but we couldn't see that the logic was incorrect on other rows. It was not until the client ran the post and saw an error on row 190 that we were alerted that the logic needed to be refined.
In another case, skip row…
2 votes -
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 -
Additional Scheduling Options
Right now, we have 3 scheduling options generally (weekly, daily, continuous). A client has requested that we have additional scheduling options, example: twice daily, twice weekly, every two weeks.
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 -
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.
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 -
1: Many, Freeze Incoming Record
If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?
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 -
Enhanced Mappable fields to Transformations
This was a previous uservoice story but there are still gaps with usability with the if/then ability in transformations. Specifically with if/then/else, the cascading transformations are challenging to build out for most users outside of onboarding.
The ability to include mapable fields directly to a transformation, outside of concatenated replace logic, would be very helpful and would allow for a more intuitive user experience. This is current functionality in P2GL and it would be helpful to have in Omatic Cloud as well.
2 votes -
Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.
In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.
Please make sure that this is…
2 votes -
Omatic Data Service
We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.
2 votes -
Set Start Datetime to the Datetime of Last Ingested Transaction
Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?
This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.
2 votes -
Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes -
Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks
There is a field in Engaging Networks called Origin Source which shows what caused someone to sign up to our mailing list. I would like to be able to bring this information from EN to RE, as well as push information from RE to EN if we are uploading new records).
2 votesHi Sonia,
Thanks for your suggestion here. We are currently reviewing this idea. From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks. I am trying to find more information about this. As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.
Can you share when you intend to use this origin source data? Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use? Anything else you can share about your intent and intended use would be helpful.
Thanks again.
Steve Brewer
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Add fields to Altru connector (particularly Volunteer)
There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.
There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…
2 votesHi Jacky,
Thanks for the suggestion. Can you be more specific about which volunteer fields you would want to have included? In addition, you mentioned other data you would like to see available, can you share that information as well?
Thank you
Steve Brewer
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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…
2 votes -
Add unmapped fields to grid options
We would like to show an ID field in the grid options that isn't in both systems.
1 vote -
P2GL Activity History
It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.
1 vote
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