General & FAQ 10

• 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

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Creating and Editing Formulas 23

• 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

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Processing Records 3

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

Reviewing Records 13

• 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

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Luminate Online 8

• 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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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

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Constant Contact 1

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

Classy 1

• How to Access your Classy API 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

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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

Stripe 1

• How does Enable Customer Name Processing work?