Customer Support Information 7

• Customer Support Hours, Holidays & Closings
• How to Contact Omatic Support
• How to Locate Existing Support Cases or Help Tickets
• How to Take Out Data using IOM
• How to Access and Use a Virtual Field

View all 7

User Guides 16

• ActionOmatic
• EventOmatic
• FindOmatic
• ImportOmatic
• ImportOmatic API

View all 16

General FAQ 15

• Where are Downloads located?
• W-9 form (Request for Taxpayer Identification Number and Certification) completed by Omatic Software
• What are the System Requirements for Omatic products?
• How Do I Subscribe For Notification of New Releases?
• How Much is Annual Maintenance

View all 15

Blackbaud Hosting FAQs 14

• Importing Credit Card Numbers in the Hosted Environment
• How to Get Updates and Installs of Omatic Software Products in Hosting
• Schedule for Release of Major Software Updates to Blackbaud Hosted Clients
• Launch Code Editor Button is Grayed Out
• Omatic Software Products Disappeared and are No Longer Visible in Hosting

View all 14

Pre-Implementation FAQ's 2

• What Belongs in the Sample Data File Submitted for ImportOmatic Training?
• How to Register a New User on the Omatic Website

General & FAQ 12

• What is Omatic Cloud?
• What is New in Omatic Cloud
• How Do I Reset My Password?
• Error: Oops!, Something Went Wrong
• How to obtain API Endpoint Credentials

View all 12

Creating and Editing Formulas 26

• How to Map Fields in a Formula
• How to Build a Flat File Formula Using the File Upload Data Source
• How to Map Multiples of the Same Field
• What are the Triage Options?
• Data Transformation

View all 26

Processing Records 4

• How to Run Formula On Demand
• Error: Wrong File
• How to Pause a Formula
• Records Are Not Automatically Processing to Destination

Reviewing Records 12

• Why Can't I Click on the Review Button in the Needs Attention Bucket
• Error Pulling Records
• Error Finding Match: Failed to Apply Matching
• How to Update Destination Records with Data Differences
• The Save and Cancel buttons aren't visible in the Tasks window

View all 12

Classy 3

• How to Access your Classy API Credentials
• How to Include Ticketed Event Details in a Classy Transaction Integration
• Error: Ticketed events cannot be pulled for more than one campaign

Constant Contact 3

• API Error: Update_Source is Missing or Does Not Have a Valid Value
• How to Obtain API Credentials for Constant Contact
• Error: Status: Conflict, Reason: Conflict

DonorDrive 1

• How to Access your DonorDrive Credentials

Emma 8

• How to Access your Emma API Credentials
• BBCRM Constituents to Emma formula type
• Emma Subscribers/Un-Subscribers to BBCRM Constituents
• Emma Activity Data to BBCRM Formula Type
• How to build an API connected formula for Emma

View all 8

Encompass 3

• What are the Different Formula Types for syncing data between Encompass and BBCRM?
• How to Obtain your Encompass API Credentials
• Steps to create a new ADMIN in iModules/Encompass

Engaging Networks 4

• How to Access your Engaging Networks Credentials
• How to Create a New Engaging Networks Data Source
• Error: No Export Builder Class Found for Builder Class with Name
• What time of day does Engaging Networks data become available?

EveryAction 1

• How to Obtain API Endpoint Credentials for EveryAction

HubSpot 1

• How to Access your HubSpot API Credentials

Luminate Online 10

• What happens if my group or interest doesn't exist in Luminate Online?
• How Does the Group Sync Formula Process Data?
• How to Whitelist the Omatic Cloud IP Address
• API Credentials for Luminate Online Data Source
• What are the Setting Options in the eCommerce Profile Type

View all 10

MailChimp 8

• What Fields are Required When Sending Data from Altru to Mailchimp
• Why Do I Have to Reconfirm Email Addresses?
• How To Tell Which Records Are Added or Updated by Omatic Cloud
• How to Opt-In Contacts for GDPR
• Existing Mailchimp Records are in the New Bucket

View all 8

Salesforce Marketing Cloud 1

• Error: 'You have one or more certificates in your Salesforce org that will expire soon'

Stripe 2

• How does Enable Customer Name Processing work?
• How to Access your Stripe API Credentials

Swoogo 1

• How to Obtain API Credentials for Swoogo

WealthEngine 1

• How to Obtain API Endpoint Credentials for WealthEngine

Secure FTP 2

• Error: Retrying Record Retrieval when running Secure FTP formula
• Error: Cannot Find the Location at the URL Provided

General & FAQ 2

• Altru Fields List
• Altru Pre-Onboarding Checklist

How to guide 6

• How to Create a New Formula for Altru
• How to Create an Altru User for Omatic Cloud
• How to Set Up the Source Query in Altru
• What are the Matching Options for Altru?
• How to Resolve Errors Trying to Connect to the Altru API

View all 6

Errors/Issues 5

• Why an Altru Query isn't in the Source Drop Down
• Error Retrieving Records from Altru
• Error: Please enter a valid 'Birth date'
• Settings Error: There was no Endpoint Listening
• Invalid Data Error: Constituent Record Not Found or Constituent Data Not Provided

General & FAQ 5

• How BBCRM source queries use date fields to filter the results
• BBCRM Security and Omatic Cloud
• BBCRM Pre-Implementation Checklist
• Connecting OC to Locally Hosted BBCRM
• How Omatic Cloud uses a BBCRM Dataform to Match

How to guide 11

• How to Prevent Duplicate Offline Transactions in Luminate from Omatic Cloud
• How to Connect Omatic Cloud to BBCRM
• Mapping to Edit if matched
• Creating an Alternate Lookup ID type in BBCRM
• Importing Event Registrations into BBCRM

View all 11

Errors/Issues 4

• Why Can't I Add a Record as New to BBCRM When It's Sent to 1:1 or 1:Many?
• Destination Exception: "Gift ID is already used on another gift"
• Failed Connection to BBCRM
• Error: Invalid data error. The address you entered already exists for this constituent.

General & FAQ 5

• Raiser's Edge NXT Pre-Onboarding Checklist
• Using Omatic Cloud with Web View Gift Management (Gift Batch)
• How to promote RENXT non-constituents in Omatic Cloud
• How does Omatic Cloud search for matches in RENXT?
• Constituents Recently Modified Aren't Pulled into Formula

Salesforce Configuration 8

• Locating your Salesforce Username and Password
• How to Create or Refresh your Salesforce Sandbox
• How to Create a Custom Field in Salesforce
• How to create an External ID Custom Field
• How to Create a Custom Checkbox to track Offline Donations in Salesforce

View all 8

How to Guide 12

• Salesforce Pre-Onboarding Checklist
• Setting up the Omatic Cloud trial for Salesforce
• How to Turn Off Required Fields in Mapping
• How to Connect Omatic Cloud to Salesforce
• How to Choose and Set Up your CRM for Salesforce + Classy

View all 12

Mapping Business Flows 10

• How to Map a General Accounting Unit and Allocations
• How to Assign the Opportunity Owner in Omatic Cloud
• How to Map Opportunity Contact Role using the Contacts & Donations (Enhanced) Formula
• How to configure Matching settings for Salesforce
• How to link Payments to Recurring Gifts in Salesforce

View all 10

Errors/Issues 4

• Salesforce is Identifying Possible Duplicates When Sending Records
• Standard Date Filter Missing Error when using Salesforce Reports as Source
• Why is My Salesforce Field Not Showing in the Object Picker?
• Fields Do Not Display in Object Picker

General & FAQ 6

• What is the Flow of Data for Omatic Cloud Post to GL
• What is Different Between Omatic Cloud Post to GL and PostOmatic
• What Fields are Included in Post to GL for Raisers Edge
• Pre-post / Post Report Differences in Omatic Cloud Post to GL vs PostOmatic
• Exception Report Differences in Omatic Cloud Post to GL vs PostOmatic

View all 6

How to guide 1

• How to round numeric value

ImportOmatic Questions and "How To" Solutions 303

• What are some Commonly Used Regular Expressions?
• How to Create a Task Set to Add an Attribute to List Records
• How to Create a Dictionary
• How to export an XML or JSON profile?
• How to Use the MasterID Excel File

View all 303

ImportOmatic Errors/Issues 235

• .NET Framework Error: Unhandled Exception: Object Reference not Set to an Instance of an Object
• Unable to Access Plug-ins
• Error: ERROR [07002] [Microsoft][ODBC Excel Driver] Too few parameters.
• Error: General ODBC Error: [Microsoft][ODBC SQL Server Driver][SQL Server]The INSERT statement conflicted with the FOREIGN KEY constraint "FK_ConstituentATTRIBUTES_3". The conflict occurred in database "RE7", table "dbo.AttributeTypes", col
• Error: ERROR [HY000] [Microsoft][ODBC Excel Driver]General error Unable to open registry key 'Temporary (volatile) Jet DSN for process 0xf3c Thread 0xf48 DBC 0x1cfbd024 Excel'.

View all 235

ImportOmatic List Management 43

• How to Assign an Appeal to List Members
• How to Create a New Task Set
• How to Apply a Workflow to List Members
• How to Create a New Workflow
• How to Sort a List

View all 43

ImportOmatic Connectors 12

• Error: Unable to Load Profile: Could Not Load Assembly <Connector>
• What Data is Provided Within the QRECID Field Mapping
• How to Install a Connector
• How to Install Connectors in the Blackbaud Hosting Environment
• How to Refresh a Connector Import Profile

View all 12

ImportOmatic Connector for Classy 9

• How to Include or Exclude Classy Custom Questions
• How to Manage Incoming Status Differences
• How to Import the Custom Birth Date Field from Classy
• Error In Classy: Number of fields in this data row (85) does not match number of fields in the profile (77)
• How to Create a New Connector Profile for Classy

View all 9

ImportOmatic Connector for DonorDrive 4

• Tips to Ensure All Gifts are Imported from DonorDrive
• Additional Columns Appear in IOM Profile That Do Not Exist in Donor Drive Report
• Why Is the Gift ID on the Gift Different from the Gift Record ID in DonorDrive
• Invalid date exception when importing with DonorDrive Connector

ImportOmatic Connector for Engaging Networks 7

• Recent Gifts Missing From Engaging Networks Connector
• Field Name is Importing Instead of Data
• How to Whitelist the IP Address in Engaging Networks
• How to Create an Import Profile for Engaging Networks
• How to Set Up Permissions Needed for the Engaging Networks API User

View all 7

ImportOmatic Connector for Luminate Online 52

• Error: Unhandled Error in Destination Connector While Processing Record. Error Message: Forbidden
• Error: Line 0: An active synchronization session already exists for Partition All Constituents
• Error: Number of Fields in this Data Row (x) does not Match Number of Fields in Profile (x).
• Error: 403. Technical info: {"errorResponse":{"code":"1","message":"Unable to process request."}}
• Error: An Error Occurred Showing the Connectors Configuration: The Component 'Luminate.Views.Settings.EventSettings' Does Not Have a Resource Identified by the URI ' /Luminate;Component/Views/Settins/EventSettings.xaml'

View all 52

ImportOmatic Connector for MailChimp 4

• What Happens in MailChimp if Two Records in The Raisers Edge Have the Same Email Address
• Campaign Activity Types Are Not Importing
• Error: Unable to Load the Selected Profile: Error Resolving Type Specified in JSON 'MailChimpConnector.ExportUnsubscribeDestination, MailChimpConnector, Version=2.1.0.6, Culture=neutral, PublicKeyToken=null'. Path'Destinations[0].Destinatio
• Error: Unable to subscribe record to the Mailchimp list: Please enter a complete address

ImportOmatic Connector for Salesforce 1

• Can I connect the ImportOmatic Connector for Salesforce to Salesforce Sandbox?

IOM AUS Version 1

• Unable to Locate / Find Mapping for the Gift Field of Drawer

IOM UK Version 4

• What is Gift Aid
• Error: School ID is Required
• Error: Bank 'xx' with Branch Name 'yy' Does Not Exist and Profile Settings Do Not Allow for New Banks to be Created
• How to Locate Constituent Declaration Mapping Fields Within the IOM Profile

Scheduler for ImportOmatic 7

• Error: Unhandled Exception: System.AccessViolationException: Attempted to Read or Write Protected Memory
• What is the Scheduler module?
• Unable to Schedule a Task
• What is Included in the Confirmation Email?
• Unhandled Exception: System.InvalidCastException: Conversion from string "" to type 'Integer' is not valid. ---> System.FormatException: Input string was not in a correct format.

View all 7

API for ImportOmatic 7

• How to get assistance with the ImportOmatic API
• Error: Unhandled Exception: Object of Type 'ImportOM.CGlobalAPI' Cannot be Converted to Type 'ImportOM.API.iImportSession'
• Changes to the Launch Code Editor Screen are Not Saved
• Do I Need Access to Blackbaud API to Use IOM API
• What Does an Open API Mean

View all 7

Cross-Product Questions and "How To" Solutions 7

• How to Setup an Alternative Database Connection
• Are Omatic Products Compatible with RE NXT?
• How to Get the Windows Event Log
• How to Perform a Repair on the Microsoft.Net Framework
• How to Set Security Permissions for Users and Groups

View all 7

Cross-Product Errors/Issues 4

• Error: The component 'Omatic.MessageBoxUserNotificationProviders.WPF.Views.MessageBoxWindow' does not have a resource identified by the URI '/Omatic.MessageBoxUserNotificationProviders;component/wpf/views/messageboxwindow.xaml'.
• Omatic Application License Validation (URL)
• Error: An Exception Occurred in the Duplicate Search: Error 5.2: The SELECT Permission was Denied on the Object
• Error: Establishing a Connection to SQL Server

MOMA Questions and "How To" Solutions" 20

• Will MailOmatic Mark Invoices as Printed
• Where To Set the Error and Exception File Path
• How to Insert an Image Into an Email Template
• What is the Password for Payroll Checkstubs?
• How to Mark Recipient Records with an Action Type

View all 20

MOMA Errors/Issues 11

• Why Are There No Payments Showing Up In the Results Grid?
• An Error Occurred Sending an E-mail to: Mailbox Unavailable. The Server Response was: 5.7.1 Unable to Relay
• Error: An Error Occurred Sending an E-mail to Recipient Name; recipient email: Mailbox Unavailable. The Server Response Was: Sorry, Your Site is Blocked from Connecting to Us
• Error: Invalid Image
• Error: Error Processing Command Unable to read disk file [CPS 16]

View all 11

MOMS Questions and "How To" Solutions 31

• How to Use the Custom .PDF Statement Template
• How to Update or Install MailOmatic for Schools
• How to Send a General Email Without a Statement or Report Card
• How to Mark Recipient Records with an Action Type
• Where To Set the Error and Exception File Path

View all 31

MOMS Errors/Issues 28

• Error: Mailbox Unavailable. The Server Response Was: 5.7.1 Unable to Relay
• Error Processing Command: 'Cannot Handle iref Streams. The Current Implementation of PDFsharp Cannot Handle this PDF Feature Introduced with Acrobat 6'.
• Error: Unable to Read Data from the Transport Connection: net_io_connectionclosed.
• Error: 5.7.1 Client Does Not Have Permission to Send as This Sender
• Unable to See Custom Statement Template School Logo Does Not Appear

View all 28

MergeOmatic Questions and "How To" Solutions 42

• How To Resolve Duplicates Not Appearing in MergeOmatic
• How to Prevent Address Duplication When Merging Records
• How to Configure MergeOmatic
• How to Search for Possible Duplicates
• How to Review Possible Duplicates

View all 42

MergeOmatic Errors/issues 7

• Error: A TwoWay or OneWayToSource Binding Cannot Work on the Read-Only Property "DatabaseCoverageInt'
• Error: Unable to cast object of type 'ImportOM.EmbeddedDLLs.MergeOmatic.ResourceHelper'
• Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding.
• Unable to Open Constituent Records Within Merge Queue
• Error: Connection To Luminate Online Could Not Be Established. The Underlying Connection Was Closed: An Unexpected Error Occurred On A Send.

View all 7

PosPay Questions and "How To" Solutions 8

• How Do I Install PosPay?
• We are Changing Banks, How Do We Change Our PosPay Files?
• How to Create Another File
• Where is PosPay within Financial Edge?
• Which Banks are Currently Included in PosPay as Available for Selection

View all 8

PosPay Errors/Issues 6

• The File is Generating with Older Higher Check Numbers
• PosPay File is Being Rejected by the Bank Due to Missing Leading Zeros
• PosPay File is Being Rejected by the Bank Due to Formatting
• Error: No Checks Were Found. File Not Created.
• Why is the Payee Match Field Grayed Out in the Positive Pay Settings View

View all 6

PosPay Web 3

• Account Number Does Not Update Automatically After Changing Bank Formats
• How to Locate the Environment ID
• Error: Oops!, Something Went Wrong

PostOmatic Questions and "How To" Solutions 11

• How to Import GL Fund Distributions
• How to Remove Exceptions
• What Happens if the Option to Add Gifts to Exceptions is Deselected in Settings
• Do I Need to Have GL Account Numbers Set Up to Use PostOmatic
• How to Delete an Entry from the Gift Types Button

View all 11

PostOmatic Errors/Issues 7

• Why Aren't Some Gifts in the Post Report
• Error: Post Process Failed An Error Occurred in the Post Process: Could Not Load File or Assembly 'Microsoft.ReportViewer.WinForms, Version=10.0.0.0, Culture=Neutral, PublicKeyToken=b03f5f7f11d50a3a' or One of its Dependencies. The System C
• Error: Error Occured in PostTheGift: Object Reference Not Set to an Instance of an Object.
• Unable to Edit Settings or Fields
• Error Occurred in PostTheGift Error in Delete. No Rights to Delete Gifts

View all 7

RecordRadar Questions and "How To" Solutions 6

• What is the Radius Limit for Record Radar
• How to Search for Records within a Certain Radius
• How to Configure Which Records to Include in the Search Results
• How to Create a Constituent Query with Search Results
• How to Uninstall RR / RecordRadar

View all 6

RecordRadar Errors/Issues 4

• Error: HTTP 417: Expectation Failed
• International Zip Codes Appearing in Results For Domestic Addresses
• A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 13.85.20.144:80
• Records Outside of the Selected Radius Being Included in Results

SegmentOmatic Questions and "How To" Solutions 24

• What to Prepare in The Raisers Edge Before Using SegmentOmatic
• How to Install SegmentOmatic
• How Do I Analyze My Appeals and Packages in SOM?
• How to Commit Appeals
• How to Assign an Appeal to Segments

View all 24

SegmentOmatic Errors/Issues 8

• Error: An Error Occurred Opening the Report: 'Failed to Load Expression Host Assembly. Details: Object Reference Not Set to an Instance of an Object'.
• Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
• Error: Error Running Macro 'AppealReport'. Automation Error
• The Raiser's Edge is Crashing When Trying to Access Plug-ins
• Notification: Constituent Appeals Already Applied

View all 8

MagicFolder 1

• Does Magic Folder Work in Hosting

ActionOmatic 16

• How to Add a New Action
• How to Add a New Proposal
• How to Set Reminders
• How to Add or Remove a Solicitor
• How to Add a New Action Notepad

View all 16

QueryOmatic 17

• How to Move Queries
• How to Sort the Query List
• How to View a Category's Queries
• Why Isn't a Query I Just Opened Showing Up in the Recently Used List
• How to Move Folders

View all 17

ScoreOmatic 8

• How to Use SQL Queries in Scoring
• How to Configure a ScoreOmatic Profile
• How to Calculate a Score on a Query of Constituents
• What is on the Preview Screen
• How to Generate an Analysis

View all 8

SplitOmatic 2

• SplitOmatic Software Download and Instructions
• I Have a Large Import File. Is There Any Way to Easily Break It Up?

Retrace 2

• Retrace User Guide
• Unable to Start Trial of Retrace

EventOmatic Questions and "How To" Solutions 39

• How to Create a New Column Template
• How to Add or Remove a Column in the EventOmatic Screen
• How to Add Placeholder Sponsorees for Sponsors
• How to Add a New Sponsor
• How to Create a "Send-to" Email Profile

View all 39

EventOmatic Errors/Issues 5

• Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
• Error: The Specified Donor is Not a Constituent
• Error: Unhandled exception: 3880-0.Name.
• Error: The Underlying Connection Was Closed: An Unexpected Error Occurred on a Receive.
• Warning: Local Images Not Supported

FindOmatic Questions and "How To" Solutions" 11

• What Happens After FindOmatic Finds a Match in Batch
• How to Open a Record from the Search Results
• How to Search for Records
• How to Use FindOmatic with the Barcode Field in Batch
• How to Cancel a Search and Close FindOmatic

View all 11

FindOmatic Errors/Issues 5

• Error: "RE7.exe Has Stopped Working" When Searching
• Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
• Error: Your RE User Account is Not Authorized for FindOmatic. Contact Your Supervisor for Permission.
• Error: Could Not Validate Findomatic License
• FindOmatic No Longer Working in Gift Batches