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68 results found

  1. Head of Household - RENXT

    We would like the ability to map to the "Head of Household" field in RENXT

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Update email address type when importing new email

    When importing to existing constituent records and matching on email address, it would be great to be able to import non-matching email addresses to a new email type, such as Email 1, Email 2, etc.

    2 votes
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  3. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Integrations/Formulas | Mapping | Total Sum of Two Cells/Columns from an Import File

    Built-in feature that allows combining two column headings to create a total sum during the mapping process.

    Example: scenarios of summing platform fees and transaction fees.

    1 vote
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  5. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

    1 vote
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  6. Add RE NXT tax declaration to list of available fields

    To use Omatic for gift imports in the UK we need to be able to add tax declaration information for the donor. These fields have been added to the Sky API now, so could they also be added for mapping in Omatic Cloud?

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  7. RENXT Tags

    We would like to be able to use RENXT Tags for mapping to HubSpot. This field is currently available in NXT but not available in RENXT List to HubSpot formulas.

    1 vote
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  8. Add NIN to Omatic cloud

    For importing Standing Order payments from the bank the only way we can link to Constituents is by a unique ref. We currently store this in the NIN field. Could we get this field added to the omatic cloud when it is added to the SKY API (raised with Blackbaud as well). Thanks

    1 vote
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  9. 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.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Be able to match to Gift Attribute Import ID in order to update gift attributes

    Seem to be able to add new gift attributes, but not update existing gift attributes. Being able to globally update existing gift attributes would be very useful

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Custom Fields in Every Action Connector on Contributions

    It looks like custom fields are available for Contacts in the EveryAction connector, but we can't access them on the Contribution formulas. Example--we're looking for a custom "Fund" field that has been created to further breakout gifts, but we are not able to map to this right now

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. 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).

    https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#get-origin-source

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi 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

  13. Ability to Schedule Exports from RE/NXT

    It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.

    1 vote
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  14. Adding HubSpot Alternate Email

    It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.

    1 vote
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  15. HubSpot additional Properties under Email Information Group

    For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.

    1 vote
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  16. Be able to export CQS transactions from RE to EN via the connector

    Opt-in questions with the type “Opt-in Confirmation” (CQS transactions) are not available to be exported to from RE to EN using the connector. Only QCB opt-in transactions appear.

    Engaging Networks have implied that this link should help . https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#add-or-update-supporter . The name in the REST API is Double Opt-in. The type is CONF

    1 vote
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  17. Adding opportunity_ID to link actions to opportunities (proposals)

    In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.

    1 vote
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  18. Turn on the Engaging Networks QueryResult connector

    Turn on the Engaging Networks QueryResult connector so we can import custom query results from EN to RE. At the moment it asks for a login email address and password when you try to use it, as well as the website URL of your EN instance. But when we try to use it with our details it says "Invalid Credentials! Authentication Failed! Username/Password is incorrect" even though we are using our correct details.

    1 vote
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. MailChimp Connector for Adobe Campaign

    Please add a connector for Adobe Campaign

    1 vote
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  20. Match on Existing Consent Records

    Similar to how you can match on an existing Address, Email, Con Code it would be great if we could match on existing Consent records to avoid duplicates. If we're sending weekly newsletters/mailings out, when our connector runs it adds a new consent record every time

    1 vote
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