Omatic Cloud Updates - March 3, 2021


OC

  • Fixed an issue where an error was thrown when attempting to sort column headings in an exception bucket.


 BBCRM

  • Expanded the BBCRM endpoint to handle the following revenue objects:
    • Updates to existing recurring gifts, specifically next amount, installment date, and status.
    • Ability to identify a revenue solicitor by adding the ‘Solicitor lookup ID’ field.

 

Engaging Networks

  • Added Engaging Networks Connector for Omatic Cloud. You have the ability to create an integration with Engaging Networks, providing synchronization of Supporter, Advocacy, Donation, Email, Event, Membership and Peer-to-Peer data for BBCRM and Salesforce.


Constant Contact

  • Added Constant Contact Connector for Omatic Cloud. You have the ability to create an integration with Constant Contact, providing synchronization of Contact and Campaign Activity for BBCRM and Salesforce.


Double The Donation

  • Added Double The Donation Connector for Salesforce in Omatic Cloud. You have the ability to create an integration with Double The Donation, allowing the upload of donation data from Salesforce to generate potential matching gift donations.


DonorDrive

  • Added DonorDrive Connector for Omatic Cloud. You have the ability to create an integration with DonorDrive, providing synchronization of Donors for BBCRM and Salesforce.


Mailchimp

  • Added Mailchimp Connector for BBCRM in Omatic Cloud. You have the ability to create an integration with Mailchimp, providing synchronization of Subscribers, Unsubscribers and Email Activity.


Secure FTP

  • Added Secure FTP Connector for BBCRM in Omatic Cloud. You have the ability to upload files for integration with BBCRM using Secure FTP.