Omatic Cloud
393 results found
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Add Write-In Field to the GiveCampus Gift Connector
We'd like to have the "write-in" column for a fund added to the GiveCampus / Omatic gift connector so that we can access that information in the gift import.
1 vote -
Allow sort by "match reasons" in Needs Review grid
Allow sorting by “Match Reasons” in the Needs Review grid so users can quickly prioritize and process potential matches more efficiently. Let me know if I am missing something that already exists. Thank you.
1 vote -
match custom fields
Expand the options to Match RENXT Education records if fields are an exact match to include specific Education Custom fields. This is where we store Award number and therefore it is a much more accurate match especially when we have to import double degrees.
1 vote -
Translate RENXT Query Field IDs
When using a Raisers Edge Query as the formula source, to add a Custom Code Translation we can't easily determine the field name to use.
For example, in the Available Source Fields it'll show
"name": "13579",
instead of
"name": "address.addressline1"1 vote -
Additional Date Format Option
I recently came across the KB article How to Map a Batch Number Using Transformations Where None Are Provided and realized that this would help us cleanup some of our post import process. However, as I was going through the steps I found that none of the existing date formats match what we need. It would be very helpful to us if there was an option to format a date as MMDDYYYY. There is already a format of YYYYMMDD, so it seems like this should be an easy option to provide.
1 vote -
Add a Bloomerang (Qgiv) connector
We use Bloomerang for online giving. It would be nice to have a connector.
1 vote -
Additional Mapping Properties in HubSpot
Right now, we can only map to/from contact properties in HubSpot. Would love to be able to map to tickets, deals, events, etc.
1 vote -
Mark a record as “Needs Attention” based on specific criteria
Similar to routing or custom routing rules, the idea is that a record must be manually reviewed and validated when certain conditions are met (other than a match to a platform record like Salesforce or RE).
Example:
I have a standard donation form, but if a particular element is present, I would like a human to review it.A concrete case: on the donation form, there is an option to enter a company name (so the donation shifts from an individual to an organization). However, sometimes this is not an actual company, but rather an employer associated with a workplace…
1 vote -
Enhanced Batch Controls for Safer NXT Data Processing
Introduce safeguards that allow users to validate and, if needed, stop or reverse large batch submissions to NXT. When processing high volumes of records, a single wrong button push or selection error can impact thousands of records with little ability to intervene once a send is initiated (ask me how i know). Adding a pre-send validation layer would help identify anomalies before data is committed. In addition, the ability to pause or cancel a batch in progress, along with clear status visibility, would provide critical control during processing. A limited rollback or undo capability, supported by an audit trail, would…
1 vote -
ability to select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records
Select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records. Right now we are clicking one by one, and it can be time consuming if there are many.
1 vote -
Automatically remove currency symbols
Please make it so that all currency values in a file remove the currency formatting. Every time I have a flat file that requires a calculation between 2 existing values on the file, I have to either remember to format my flat file before import, or I have to figure out how to do a custom code to do the calculation instead.
1 vote -
Adding Email & Phone Number to Actions
Ability to add the email or phone number when importing actions through Omatic Cloud like you can in Database view.
1 vote -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
A better Mailchimp ID?
In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…
1 vote -
Download exceptions to a spreadsheet
We have duplication of error messages to single records and would like to download them to a spreadsheet so we can dedup and determine next steps with the records. Then we'd be able to delete everything from the OC exceptions bucket and know we're not skipping anything that truly needs attention.
1 vote -
Conditionally Ingore Records
I would like to pitch an idea to conditionally ignore entire records based on a specific field value or set of values. For example: - If a specific field is of type date and a specific date is found then that record would be ignored. - If the profile field "Marital Status" is equal to married than ignore - If the specific value matches the same field in the destination source, then ignore the record
1 vote -
Formula Triage Summary - Column Headers
It would be nice if there was a way to tell which of the "Add if not matched" and "Edit if Not Match" headers go to which section. I understand that by default they are meant to be in order but it still can be somewhat confusing on larger formulas. Not sure if color coordinating headers would be a simple solution, or maybe a tool tip containing the section name?
1 vote -
RE Wealth/Ratings added to RENXT List Formula Type
We would like to have Wealth/Rating fields available in the RENXT List formula type.
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
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