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.

Login or Signup to post a comment