Product: Omatic Cloud
Description: This solution presents instructions on obtaining your API endpoint credentials
Environment: EveryAction
Versions: All
Answer:
To connect EveryAction to Omatic Cloud, you will need the following information:
- Application Name: Enter your EveryAction application name when you configure the connection with Omatic Cloud. The application name will be in the form of: EA002.001.205 (StateID.integration number.integration id).
- API Key: Request your API Key from EveryAction and then generate it in EveryAction.
To obtain your API credentials:
- Request your API Key, submit a support request to EveryAction by emailing help@everyaction.com. You can use the following template for your request to have the “Omatic Cloud” integration type added to your individual state/committee:
Subject line: Enable Omatic Integration for [organization name]
Body of email:
Please add "Omatic Cloud" as an available integration in our EveryAction instance. The contact at our organization for this request is <insert contact name & email>.
Add the following to your email based on your specific project:
-
- If RE-project: Also, please confirm that the Raiser’s Edge External ID type (101) is enabled for our committee.
- If BBCRM-project: Also, please confirm that the BBCRM External ID type (286) is enabled for our committee.
- If Salesforce-project: Also, please confirm that the Salesforce External ID type (89) is enabled for our committee.
- If Email Activity data-project: Also, please confirm that the EmailMergeFieldID (350) is enabled for our committee.
- Once EveryAction's support team completes your request, "Omatic Cloud" will be available in the Integration drop-down menu in EveryAction:
- Provided you have the correct permissions in EveryAction, you can then generate your API credentials directly in EveryAction for the integration type. Follow the instructions here to generate your API credentials.
- When you enter your API key into Omatic Cloud as you configure your connection to EveryAction, you will also need to add a "|1" to the end of the API key—this is to enable the API for EveryAction to successfully communicate with Omatic Cloud.
After gathering your credentials, you can use them to connect your instance(s) of EveryAction to Omatic Cloud.
Note: Your available data sources are provided through your contract with Omatic Software. If you’re interested in adding a connection to a data source not currently included in your contract, please contact your CSM or Omatic Support for more information.
