Product: Omatic Cloud
Description: Instructions on how to add the Luminate Constituent ID to records in the connected system of record
When sending records from Altru, Salesforce, RENXT, or BBCRM to Luminate Online, the Luminate Constituent ID is not automatically written back to the record.
To add the Luminate Constituent ID to the record, create a formula for Luminate Constituents to the System of Record and map the constituent ID to the desired field, such as an attribute, alias, or custom external ID field.
When running the formula, you can limit the date range to the day the records were exported to Luminate Online.