Omatic Support

General 5

• What is New in Omatic Cloud
• How Do I Reset My Password?
• Error Retrieving Records from Altru
• Error: Oops!, Something Went Wrong
• What is Omatic Cloud?

Creating and Editing Formulas 18

• How to Create a New Formula for Altru
• Why an Altru Query isn't in the Source Drop Down
• What are the Matching Options?
• How to Map Fields in a Formula
• How to Build a Flat File Formula Using the File Upload Data Source

See all 18 articles

Processing Records 2

• How to Run Formula On Demand
• Error: Wrong File

Reviewing Records 12

• Why Can't I Click on the Review Button in the Needs Attention Bucket
• Error Pulling Records
• Invalid Data Error: Constituent Record Not Found or Constituent Data Not Provided
• Error Finding Match: Failed to Apply Matching
• How to Update Destination Records with Data Differences

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Altru 6

• How to Create an Altru User for Omatic Cloud
• How to Set Up the Source Query in Altru
• How to Resolve Errors Trying to Connect to the Altru API
• How to Create Query to Ignore Records with Shared Email
• Altru Fields List

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BBCRM 13

• How to Prevent Duplicate Offline Transactions in Luminate from Omatic Cloud
• How to Connect Omatic Cloud to BBCRM
• BBCRM Constituents to Emma formula type
• Emma Subscribers/Un-Subscribers to BBCRM Constituents
• How to build an API connected formula for Emma

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Luminate Online 6

• 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

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Constant Contact 1

• API Error: Update_Source is Missing or Does Not Have a Valid Value

MailChimp 7

• 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

See all 7 articles

Salesforce 18

• How to Connect Omatic Cloud to Salesforce
• How to Choose and Set Up your CRM for Salesforce + Classy
• How to Map Data for Salesforce
• Pre-Onboarding Checklist
• Creating an External ID Custom Field

See all 18 articles