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Tiffany

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  1. Merge records in LO when merged in RE.

    6 votes

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    5 comments  ·  Classic Products » ImportOmatic Connectors  ·  Admin →
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    Tiffany commented  · 

    Hi Anonymous,
    We were told the same thing by Omatic, but have run them in tandem now for 2 years. It is sort of an order of operations thing - as long as you do everything in the right order you have no problems and can utilize the benefits of both RELO and the LO Connector by Omatic.

    Happy to share more if you want to email me.

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    Tiffany commented  · 

    This would be fantastic in the LO connector! We currently are still processing our constituents with RELO to avoid the manual clean up before we import gifts through the LO connector.

    Tiffany supported this idea  · 

  2. Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.

    3 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Tiffany shared this idea  · 

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