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280 results found

  1. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. 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).

    https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#get-origin-source

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi 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

  3. Reprocess without Re-matching

    Currently, when editing a formula you need to reprocess the data for the changes to take effect. What would be nice is there was an option to reprocess the data without needing to do the rematching.

    For example, I edited a transformation after pulling in 100k records. Specifically updated the comments which is Defined not matched. Another example would be updating a transformation on a field that is not being matched by or routed by.

    So essentially is an field is not being used to match or to route, then there is no reason to have to re-do the record…

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  4. Add unmapped fields to grid options

    We would like to show an ID field in the grid options that isn't in both systems.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  5. 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
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. Error Message When OC Mapping Not Saved

    It would be great if there was a pop-up error when the mappings are not saved successfully. Right now you can select "Save and Next" and it looks like nothing happens. It does give you a "Saved Successful" message if the mapping saves, but it isn't obvious to a new user if something is causing an error. Specifics on what is causing the error would be helpful too, so you can eliminate the need to click through each section to find the field causing the issue.

    1 vote
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    1 comment  ·  Admin →
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  7. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Ability to Write Back Transaction ID when Sending Offline Donations for Luminate and Classy

    I would like the ability to send back a transaction ID to an offline gift from either RENXT or SF to (LO or Classy).

    Idea:
    1. Allow for Filtering of Only Offline Donations from both Luminate and Classy Systems. This will allow us the ability to have formulas dedicated to updating offline donations back in SF. This would not work for RENXT since updating is not available.

    1 vote
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  9. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Update field labels for Classy FMV and Tax Deductible Amount

    In the Classy Connector, Raw Overhead Net Amount = Fair Market Value & Raw Donation Gross Amount = Tax Deductible Amount. These labels are not intuitive for mapping. Can they be reworded to exactly what they are?

    1 vote
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  11. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Ability to Manually Pause Formulas when "Failed to connect to Data Sources"

    It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.

    1 vote
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  13. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. MailChimp Connector for Adobe Campaign

    Please add a connector for Adobe Campaign

    1 vote
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  15. 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
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  16. 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
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  17. Add the option Send Page to Needs Attention 1:1

    Having the option to Send Page in 1:1 would be helpful.

    1 vote
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  18. 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
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  19. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. 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
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