Start a new topic

Add ability to move data from Omatic Cloud to BBCRM using Export Definitions

We are trying to move data between BBCRM and iModules Encompass using Omatic Cloud and would find it very beneficial to use export definitions to send data back and forth rather than queries.  The reason is that with export definitions we can be specific about what data to send back and forth.  


For example, we use constituency to move data in Encompass from our main community to our sub-communities.  Therefore we have a need to pull over constituency code.  However, we only want to pull certain ones.  In query, when we put constituency code in our output, it brings over all constituencies, causing duplicates in query.  


With export definitions we have the ability to choose which constituencies we want to send back and forth.


Feel free to contact me if you have further questions.


1 person likes this idea
1 Comment

Hi Jennifer,


I wanted to follow-up on your idea submission. Although having the ability to use export definitions isn't on our current roadmap, we are discussing ways to efficiently send data back and forth and will include export definitions as an option. We'd love to reach out when we get further in our discussions.


We appreciate your idea submission and the example you provided!


Thank you,


Chanel Floyd

Product Manager 

Login or Signup to post a comment