Omatic Cloud
112 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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
typeproperty for the column (e.g.,type: 'number') or a customsortfunction that understands how to compare the specific data type.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 -
Ability to delete Custom fields
It would be helpful to have the ability to remove Custom Field Attributes in NXT, not just add them.
2 votes -
Support for line break character (/n)
Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.
We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.
'Signed up for Email Newsletter on the website. /n
First Name Provided: Alex /n
Surname Provided: Bishop-Thorpe /n
Email address provided: alex.bishop-thorpe@'Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator…
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 -
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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Map to email comments in RE
I would like the ability to write to the email comments field in RENXT through Omatic cloud.
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 -
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 -
Create static query option using Omatic cloud or connector imports like in Classic imports.
BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.
2 votes -
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?
2 votes -
Allowing the formula to auto match based on a spouse in a record.
Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?
2 votes
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