Omatic Cloud
327 results found
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Set Start Datetime to the Datetime of Last Ingested Transaction
Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?
This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.
2 votes -
Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes -
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 -
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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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…
2 votesHi 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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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 -
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 -
P2GL Activity History
It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.
1 vote -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
LO Groups to Mobile Commons
It would be helpful to have a LO Groups to Mobile Commons formula. Currently, there is no filtering available when ingesting data from LO.
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 -
Increase number of search scenarios
Increase number of allowed search scenarios until Match Settings / Contact Match Search to more than five. Our use case is to match on ID (primary), then Name, Personal Email, Work Email, Alt Email, and Mailing Address.
1 voteHi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.
For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…
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Ability to Filter Out Test Emails from Salesforce Marketing Cloud
We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.
1 vote
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