Omatic Cloud
258 results found
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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 -
On the Post to GL 'View History' screen, add a column that shows how long a job took to run
On the 'View History' screen, can we see how long a job took to run?
Having the duration data would help clients be able to gauge the duration of future posting processes and even when they should be kicked-off, etc.
Eg, if running 9K records took 80 minutes, and my next posting is 13K records, I should plan for it to take around 2 hours, etc.
1 vote -
Organization Information in "Verify your account" email
When adding a user to an account, it would be helpful to see the Org Name and potentially the tenant name associated with the email verification. The current email does not include any identifying information and makes confirming access challenging. It would be much easier for users to be able to directly click on the OC URL from the "Verify your email/account" email that is sent out when a user is given access to an OC instance.
1 vote -
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).
1 voteHi 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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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 ability to filter transactions from Engaging Networks
It would be nice to be able to filter incoming Engaging Networks transactions by the status. The status being returned from Engaging Networks is either "success" or "reject" and we'd like to be able to filter the declined, or rejected, transactions.
1 vote -
Salesforce Opportunity Name: Only Add if New
When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.
1 vote -
SFTP to HubSpot
Please add SFTP Capabilities for ingesting files from a SFTP to HubSpot. Right now we can ingest Flat Files into HubSpot, but there is no formula that will support a SFTP connection to HS
1 vote -
Release Note Subscriptions
Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).
With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.
1 vote -
Add fields to Altru connector (particularly Volunteer)
There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.
There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…
1 voteHi Jacky,
Thanks for the suggestion. Can you be more specific about which volunteer fields you would want to have included? In addition, you mentioned other data you would like to see available, can you share that information as well?
Thank you
Steve Brewer
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Automatically delete $0 "donations" when importing
Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."
When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.
Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."
1 vote -
Ability to Map to "Activist Code" in EveryAction Connector
The Activist Code is not available in the EveryAction connector right now, but we need it in order to create Constituent Codes in RENXT. Ideally this would sit in a Contact/Bio formula in the case that the Con Code is required to create new Constituents.
1 voteThis work is planned for Q4 2023!
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Custom Fields in Every Action Connector on Contributions
It looks like custom fields are available for Contacts in the EveryAction connector, but we can't access them on the Contribution 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
1 vote -
Add Relationship Attributes
We would like the ability to send relationship attributes through Omatic Cloud to RENXT.
0 votes
Emily Dalton
responded
Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen -
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 Expires0 votesEmily 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! -
Create Email Activity When Using LO Email Activity Formula
Currently the LO Email Activty formula creates an action in the constituent record. It would be great if, instead, it created an entry in the Email history tile instead. We would like to reserve the Action tile for more personal, one to one communication and record the bulk emails in the Email history tile.
0 votesEmily Dalton
responded
I agree this would be a great idea! Currently we are limited by the RENXT API"," and not able to send data through the API to the Email history tile. If this becomes available"," we will add this ability to Omatic Cloud. -
Extend date range to allow for pulling data older than 30 days when MailChimp is the data source
Users need to be able to go beyond the thirty-day date-range limit to process older data from MailChimp when it is the data source for the Omatic Cloud formula.
0 votes -
Give Lively Connector for Omatic Cloud
It would be great to have a GiveLively Connector created for integration with Omatic Cloud.
1 vote -
Add a Classy Event Recurring Plan profile type
Classy users have the option to configure an event with Recurring Gift options for donors. A Classy Event Recurring Plan profile type seems to be needed for recurring gifts created on events since those new recurring setups don't come through with the standard Classy recurring plan profile. The recurring installments are able to come down through the donations profile, but none of the existing Classy connector profile types seem to be able to handle the Recurring Setup gift currently if it made on an event record in Classy.
0 votes -
Feedback requested for cascading toast notifications
With the release on July 2, 2024, we greatly reduced the cascading toast notifications and moved the notifications to the center of the page, as to not impede with interactions within the application. We want to continue to make incremental updates to notifications, so we'd love your feedback!
What information would you like to see in the notifications? Where and how would you like to access the notifications? How do you use the information to change a behavior or interaction within Omatic Cloud? What else?
0 votes
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