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112 results found

  1. 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

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  2. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  3. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Allow mapping to gift subtype and gift code for pledges

    Allow mapping to gift subtype and gift code for pledges. I currently get a message that this in unavailable for pledges.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  5. 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.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Add ability to export membership data out of RENXT

    We were hoping to be able to push data into Raiser's Edge NXT surrounding membership. We would need:

    Membership Category

    Date Joined

    Date Expires

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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    Emily Dalton responded
    Currently these fields are not available in Blackbaud's SKY API. However"," once they are available"," we will look into adding this information!

  8. Custom Routing to send some rows onto another Formula

    Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.

    A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.

    Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.

    But it would…

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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  10. Exclude Administrators

    Currently, LO connector imports administrators to Raiser's Edge. However, you can't update Luminate Administrators with LO connector, which is good.

    The profile should ONLY work with constituents, NOT user accounts. Filtering out administrators should be an option without a group filter from the profile settings.

    3 votes
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  11. ability to use logic to pick from multiple source fields

    For instance: Let's say the destination field is Last Name.

    I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. 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
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  13. FindOmatic email search

    We would like to use FindOmatic to search for records using email addresses.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  14. 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
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  15. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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    planned  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. 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
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  17. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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    planned  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. 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
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  19. 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
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  20. Allow defined type property for the column

    The table, when it doesn't explicitly know the data type of a column, defaults to sorting its values as strings. This causes numbers to sort incorrectly (e.g., '10' appears before '2'). For proper numerical or date sorting, the table requires either a defined type property for the column (e.g., type: 'number') or a custom sort function that understands how to compare the specific data type.

    3 votes
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