Omatic Cloud Updates - March 31, 2021


  • Added Transformation to reverse Month/Day/Year and Day/Month/Year, when the source and destination have conflicting date formats

File Upload

  • Updated the file drop zone to indicate when the process has completed


  • Added Secondary Contact indicator on records in Exceptions grid
  • Added validation call for report selection to ensure report has a standard date filter, which is required for integration
  • Added Birthdate as optional field in destination summary fields in Data Grids
  • Fixed issue where html was being returned from report data


  • Fixed issue where constituents with no group were not included when using the exclude option in large list filtering
  • Large list filter control now stores settings when switching between manual and search mode
  • Fixed issue where you could select the same value multiple times in large list filtering


  • Resolved an issue causing transaction dates to be incorrect


  • Resolved an issue where the Encompass Campaign was not displaying within Email Activity formula settings


  • We've released a new Connector for Omatic Cloud: HubSpot! With the HubSpot Connector, you can easily sync contacts and email activity with your system of record. To learn more about HubSpot, click here