Omatic Cloud
123 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 -
Head of Household - RENXT
We would like the ability to map to the "Head of Household" field in RENXT
3 votes -
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 Expires3 votes
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! -
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 -
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 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 -
Ability to map to Mailing ID and Finder Number on gift record
These fields aren't available through the Blackbaud API, but we have numerous queries and reports that rely on them, dating back to when we first started using RE. We use the Mailing ID field to track the platform through which a gift was made, and the Finder Number field to identify constituents from acquisition mailing finder files. If we can't map to these fields in Omatic Cloud, it will require significant changes to our existing workflows. Currently, I'm adding this data to gift records with a Blackbaud import after importing through IOM+, which is not an efficient process.
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 -
Allow update to Recurring Gift Status
When a recurring gift plan is terminated due to failed payments, completed or cancelled by the donor, it is necessary to update the status of the recurring gift in RENXT.
Blackbaud's current API for PATCH Gift (Edit) indicates "Posted gifts cannot be modified, except to change recurring gift status".
Please allow for integration of Recurring Gift status updates.
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 -
MailChimp SMS into RENXT
Have MailChimp SMS data recorded in RENXT using the connector in the same way the Email data is.
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 -
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 Org Relationships Second Time
When importing organizational relationships, the organization relationship may exist already with an end date. We would like to add an additional org relationship with a current start date. Currently, it is matching to the existing organizational relationship and erroring out because "start date cannot be before end date".
Therefore, we must manually add the relationship if the relationship already exists. Example, we want to upload a new employee to our database but they were a former employee 20 years ago and that org relationship is recorded as a former org relationship on their record to our university. Therefore, I cannot…
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 -
Title part of data differences
Can you make Title part of the data differences options in routing/matching?
3 votes -
Name fields from Stripe to populated
Stripe specific parsing reques
3 votes -
matching gift pledges
Omatic Cloud needs the ability to enter matching gift pledges and matching gift pledge payments. Currently the feature is only available with Importomatic and with database view sunsetting in the near feature we need to have more functionability.
2 votes -
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
2 votes
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