Omatic Cloud
101 results found
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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 Add Multiple Constituent & Gift Custom Fields in an Import Profile
Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.
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 -
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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
RENXT <> HubSpot list mapping
We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.
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 -
Need Calculate Transformation in Concatenate
We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.
1 vote -
Attribute Comment Updating
When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.
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 -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
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 -
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
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