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Omatic Cloud
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
See all 12 articles
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
See all 6 articles
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
See all 13 articles
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
See all 6 articles
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
Help Desk Software
by Freshdesk