Omatic Cloud
88 results found
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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 -
Import of Fund Relationships
There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
Thank you!1 vote -
Excessive number of duplicates - when donors give twice within same flat file
If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.
This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…
1 vote -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
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 -
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 -
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 -
Custom Fields in Every Action Connector on Contributions
It looks like custom fields are available for Contributions in the EveryAction connector, but we can't access the Contribution custom fields that are available on the Recurring Commitment 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 for recurring commitments. The custom field is available on the contribution.
1 vote -
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 -
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 -
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 -
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 -
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 -
Pulling in Mailchimp actions from previous Campaigns sent in previous months, not just current month.
I've noticed that after a mailchimp campaign has been sent, if donor clicks on a link or opens the mailchimp email many weeks or months after it was initially sent, that data does not pull into NXT. It would be great if there was a way to ensure that all mailchimp actions (sent, open, click, unsubscribe, abuse) are pulled into NXT regardless if it's from the current month's mailchimp campaign or an older one.
1 vote -
Map to email comments in RE
I would like the ability to write to the email comments field in RENXT through Omatic cloud.
1 vote -
merge
Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution
1 vote -
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 -
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 -
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 -
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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