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Omatic Cloud

Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

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24 results found

  1. Able to map Credit Card Brand from Stripe

    requested the Brand name for credit card to be added to the connector.

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    0 comments  ·  Salesforce  ·  Admin →
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  2. Add Payout ID and Date to the API

    Payout ID and Payout Date added to the API for reconciling between P2GL and OC integration. It's a critical information requirement.

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  3. ZIP code matching in Salesforce

    Currently, 5-digit ZIP codes and 9-digit ZIP codes (where the first 5 digits are the same) will not match when attempting to match incoming records using address as matching criteria. This allows duplicate contacts to be added to Salesforce since Omatic does not match on the address when ZIP is one of the address field criteria.

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  4. Child object matching on address in Salesforce

    Currently, address is not a child object in Salesforce, so when address fields are mapped, address data can be overwritten or duplicate contacts can be added when addresses are different (depending on matching criteria). Child object matching on address would help address this issue.

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