Omatic Cloud
93 results found
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FindOmatic email search
We would like to use FindOmatic to search for records using email addresses.
3 votes -
Ability to send multiple values to "select multiple" contact field in Emma
We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.
3 votes -
Add transformations to use for various number formatting options
It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…
3 votes -
Name fields from Stripe to populated
Stripe specific parsing reques
3 votes -
Duplicate data checks between columns
It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.
3 votes -
Head of Household - RENXT
We would like the ability to map to the "Head of Household" field in RENXT
3 votes -
Matching on middle names and birthdates
We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.
3 votes -
Improve CSV Export Format for Web Front-End Exceptions
When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.
Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.
Proposed Solution:
Provide the option to export the csv data so that it aligns with the format…3 votes -
Update Transaction Schedule when Recurring Gift Payments are imported into RENXT batch
Gifts for payments to recurring gifts can be linked at time of import into RENXT batch. The gif shows up in the list of transactions and the amount Received is updated, but the Next transaction due: is not. This causes problems with our reminder process. The transaction schedule needs to be incremented as well.
3 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.
3 votes -
Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing
Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.
We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.
The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.
The current behaviour appears to add a new constituent code to…
3 votes -
Title part of data differences
Can you make Title part of the data differences options in routing/matching?
3 votes -
Security
In RE we have very granular security. It would be great if Omatic could link to RE security roles? That way you can accurately see who ran the import/changed the records (last updates by in RE) instead of who connected omatic to RE environment.
** Or a little more granularity within the Omatic user settings would be great! Example the option for data processors to not have the ‘add’ or ‘send’ button, only match/override(link)/delete and move to ready would be very helpful, so that someone with higher security can review & send.3 votes -
Provide the ability to overwrite an existing value with a null value in MailChimp
Currently, date fields with null values are not sent through the MC connector. I'm not sure if this also applies to other types of fields.
This means that if a date field is populated in MC, then updated to a null value in RE, the date will not be overwritten in MC with the new value.
Because we use these date fields (expiration date, date joined, etc) as segmentation criteria, this affects our marketing campaigns to targeted audiences and can cause significant problems.
3 votes -
Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.
Omatic has gotten TeamRaiser donations to flow really well from Re to LO, but the missing piece is still the offline registrations that need to go from RE to LO. Currently we have to use Blackbaud's arcaic upload system and then still rely on RELO to pull them down into RE because the import for registrations either does not have the ability to recognize offline registrations or cannot recognize the time stamp the LO uses for offline uploads of registrations.
3 votes -
Include Marketing Source Code and Receipt Stack
Please include the following fields for mapping:
- Marketing Source Code
- Receipt Stack3 votes -
It would be an improvement if we could have Payout date as an option for mapping.
When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.
3 votes -
Have ability to map to custom attributes for a Participant
We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.
3 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 -
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
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