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Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

61 results found

  1. Please add "Creditcard holder name" field to Luminate Online Connector Profiles

    This very important field is missing and we need it - thanks!

    15 votes
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    completed  ·  Emily Dalton responded

    Are you referring to the Donations profile type or other ones? According to the field documentation we've compiled from Luminate's API resources, the following fields are pulled from the credit card itself: 

    Payment - BillingName - FirstName 

    Payment - BillingName - MiddleName 

    Payment - BillingName - LastName 

    Payment - BillingName - Suffix  


    All of these fields are provided across all of our profile types containing credit card transaction info.  Does this resolve the issue? If not, can you provide more detail? 


    Thanks!  -The Omatic Team

  2. ability to use 'if / then / else' logic for mapping fields

    My file has some rows with gift data and some rows without gift data. In order to import the gift data, we have to map required fields (ex: gift type). But the rows without gifts are creating exceptions because it is still trying to send in the required field but there are no gifts associated with that row.

    Need to the ability to map fields conditionally:
    if gift data exists, then add them (with the mapped values), else ignore

    In this case (RE NXT), the exception that was generated was not as clear as it could have been: 'the gift_splits…

    14 votes
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    With the recently released updates to Transformations, you can accomplish this use case by stacking different types of transformations together.


    For example, to populate Gift Type only if the incoming Gift Amount is not blank you would: 

    • Map gift amount
    • Add a "Replace" transformation to transform: "If not Blank" to "True", and "If Blank" to "False" (in that respective order)
    • Add a "Concatenation" transformation and add Gift Type
    • Add a "Replace" transformation to transform "If contains False" to "Blank"
    • Add a remove custom text for "True"

    This will ensure that the Gift Type field coming in is only populated if the Gift Amount is populated.


    Depending on your incoming data, there are many variations and approaches you could take to setting up this transformation logic. We will continue to look into adding new Transformation Types in the future to improve efficiency and capabilities. 


    You can find more information about transformations…

  3. Parse part of the incoming data

    Would like to see the ability to Parse only a part of the incoming data. (ie. In plugin we can use the RegEX Parse First Name dictionary found on the Commonly Used Regular Expressions page to return only the first word in a series of words.) Would like to be able to do that in OC as well, so when the data file contains Mickey & Minnie it imports only Mickey.

    8 votes
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    Thank you for this idea! There will be a new transformation type being released tomorrow in Omatic Cloud called "Split".  With this new transformation type, you can set criteria that parse out values from within a string of data. For example, if you have a string of gift amounts separated by semi colons, you’ll be able to divide those values and return specific items. In order to parse out the first word of a string, you would split the string using space as the separator, and return the first position of text. 


    Be on the lookout for this new transformation in Omatic Cloud tomorrow!


    Best,

    Kristen Gajdica

  4. Select mapped fields in transformations

    It would be of incredible added value if it were possible to select a mapped field in the data transformation option, which would give incredible flexibility to the process of mapping and transforming data between information systems.

    example>

    If the field Appeal = "A" then take the value of the field "Date", if the field Appeal <> "A" then the field = BLANK.

    5 votes
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    With the recently released updates to Transformations, you can accomplish this use case by stacking different types of transformations together.

    For example, to populate Gift Type only if the incoming Gift Amount is not blank you would:

    • Map Appeal
    • Add a "Concatenation" transformation to add Date
    • Add a "Replace" transformation to transform "If does not contain A" to "Blank"
    • Add a remove custom text for "A"


    This will ensure that the Date field coming in is only populated if the Gift Appeal is A.


    Depending on your incoming data, there are many variations and approaches you could take to setting up this transformation logic. We will continue to look into adding new Transformation Types in the future to improve efficiency and capabilities.

    You can find more information about transformations here: http://omatic-cloud.helpdocsonline.com/transformations

  5. Allow records causing exceptions to be edited before resending to destination

    Occasionally a record will be rejected by the destination app because the data violates some data formatting rule in that app. The main example in my setup is my Mailchimp lists do not allow non-US Zip codes, so when Omatic tries to create or update a subscriber whose Altru Zip is from a different country, it throws an exception. The only way to get the subscriber into Mailchimp is to either add them manually or temporarily remove the Zip from Altru and force the record to go through the Omatic formula again. It would save a lot of time if…

    5 votes
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  6. Add a time zone selector like IOM.

    I'm having issues with the LO API sending donations in UTC time, which cannot be changed by the "ignore time zone" tool. Having the wrong dates makes reconciliation difficult and looking for donations with wrong dates and changing the manually is very time consuming.

    5 votes
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  7. Concatenate mapped field + defined field

    Can we add the ability to concatenate mapped fields with defined fields?

    3 votes
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    completed  ·  Emily Dalton responded

    In the 11/10/22 release, we will be including a new update to the concatenation tool. You will now be able to concatenate a mapped value with a defined value or a current date.

  8. 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 votes
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    In 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

  9. Make BBCRM Data Forms Available with SFTP Connector

    Currently the SFTP connector only allows for 1 constituent import option. While this option does have a variety of fields, there a few non-constituent based imports we would like to use the SFTP connector for.

    The regular flat file option allows for connecting to any single data form in BBCRM. This is a helpful tool for infrequent imports. However, being able to use this same logic while having the convivence of the SFTP scheduled auto imports would save us a lot of time and allow us to connect Omatic to many more 3rd parties that do not have dedicated connectors…

    3 votes
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    Hi Michael - We have updated our SFTP to BBCRM formula types to include a new one for you:  SFTP to BBCRM Data Form.  You should be able to then setup a SFTP folder location and have it go to a BBCRM Data Form.

    Let us know if you notice any problems by submitting a support ticket and we can review.

  10. Activity History UI Suggestions

    With the new 'activity history' feature, it would be extremely useful to be able to export the activity history to a file (.csv ideally). This would be especially nice because it would give users a way to 'backup' older activity history before it becomes unretrievable per the 60 day limitation. Lastly, it would also be awesome to see a specific column in activity history for the 'Formula Name', which would grant the added bonus ability to sort on it and mean that users won't have to try to find the formula name from within the text in the description column.…

    3 votes
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    completed  ·  1 comment  ·  Admin →
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  11. 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 votes
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    1 comment  ·  Admin →
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    We 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.

  12. 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
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    completed  ·  0 comments  ·  Salesforce  ·  Admin →
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  13. 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.

    2 votes
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    completed  ·  1 comment  ·  Salesforce  ·  Admin →
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  14. 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 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  15. 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
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  16. 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 vote
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    0 comments  ·  Post to GL  ·  Admin →
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    Hi 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.

  17. 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
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  18. 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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    completed  ·  0 comments  ·  Admin →
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  19. Matching and Scoring Logic

    When triaging records with 1:N (many) matches, it would be nice if there would be a way to implement different tools to facilitate auto matching... * use fields for matching that are NOT mapped -- match on a custom field in the destination system that is NOT even in the source system... * use fields for triage (scoring) that are NOT mapped for data synch... - might want to apply a score on an updated date field but this field is not mapped. * scoring rules - there are other salesforce deduping tools that provide the ability to assign points…

    0 votes
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    1 comment  ·  Admin →
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    We have released a new feature to Omatic Cloud called Advanced Matching Settings. By prioritizing the search scenarios, Advanced Matching Settings can help reduce the number of records that are returned when searching the destination system. This feature will:

    -Save time when sorting and reviewing records during routing.

    -Reduce the number of API calls to your endpoint.

    -Exclude unlikely matches if better matches are found.


    You can learn more about setting up these settings in our User Guide:  https://omatic-cloud.helpdocsonline.com/matching$advanced-matching-settings


    In addition, you can match to records based on fields even if they are not mapped (including defined fields), as long as they are available in the specific endpoint for matching. If there are specific fields you are looking for that aren't available, feel free to create a new idea for those fields.  When reviewing the grids, the summary review fields enable you to select which additional fields you would like…

  20. 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 votes
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    completed  ·  Emily Dalton responded
    Omatic 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!
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