Product: Omatic Cloud

Description: This solution discusses the requirements for the source query in Altru

Environment: All

Versions: All


When setting up the query in Altru for integrating with other systems there are some requirements necessary.

1. To minimize repeating the same records, you must include at least one date filter in your query criteria. Later in this process, you will be given the opportunity to schedule the formula's frequency to coincide with your query's date filtering

2. The system needs a sort field in order to organize the data for presentation. You can choose to sort by any field - last name, gift amount, etc.

3. Exclude records last updated by the Omatic Cloud user

4. Any other fields that are required for the destination, such as email address, first name, last name, etc.

Note: The Altru user must have rights to any fields included in the query. For example, if including attributes, the Altru user must have rights to attributes.  

The "Sales Order" query type is not supported in Omatic Cloud.