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Knowledge base
General
Customer Support Information
7
Customer Support Hours, Holidays & Closings
How to Contact Omatic Support
How to Locate Existing Support Cases or Help Tickets
How to Take Out Data using IOM
How to Access and Use a Virtual Field
See all 7 articles
User Guides
16
ActionOmatic
EventOmatic
FindOmatic
ImportOmatic
ImportOmatic API
See all 16 articles
Frequently Asked Questions
General FAQ
14
Where are Downloads located?
W-9 form (Request for Taxpayer Identification Number and Certification) completed by Omatic Software
What are the System Requirements for Omatic products?
How Do I Subscribe For Notification of New Releases?
How Much is Annual Maintenance
See all 14 articles
Blackbaud Hosting FAQs
14
Importing Credit Card Numbers in the Hosted Environment
How to Get Updates and Installs of Omatic Software Products in Hosting
Schedule for Release of Major Software Updates to Blackbaud Hosted Clients
Launch Code Editor Button is Grayed Out
Omatic Software Products Disappeared and are No Longer Visible in Hosting
See all 14 articles
Pre-Implementation FAQ's
2
What Belongs in the Sample Data File Submitted for ImportOmatic Training?
How to Register a New User on the Omatic Website
Omatic Cloud
General & FAQ
11
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
See all 11 articles
Creating and Editing Formulas
24
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
See all 24 articles
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
See all 13 articles
Classy
1
How to Access your Classy API Credentials
Constant Contact
1
API Error: Update_Source is Missing or Does Not Have a Valid Value
DonorDrive
1
How to Access your DonorDrive Credentials
Double the Donation
0
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
See all 8 articles
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
Engaging Networks
1
How to Access your Engaging Networks Credentials
HubSpot
1
How to Access your HubSpot API Credentials
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
See all 8 articles
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
See all 8 articles
Mobile Commons
0
Salesforce Marketing Cloud
1
Error: 'You have one or more certificates in your Salesforce org that will expire soon'
Stripe
1
How does Enable Customer Name Processing work?
Swoogo
0
VolunteerHub
0
WealthEngine
0
Omatic Cloud for Altru
General & FAQ
2
Altru Fields List
Altru Pre-Onboarding Checklist
How to guide
7
How to Create a New Formula for Altru
How to Create an Altru User for Omatic Cloud
How to Set Up the Source Query in Altru
What are the Matching Options for Altru?
How to Resolve Errors Trying to Connect to the Altru API
See all 7 articles
Errors/Issues
5
Why an Altru Query isn't in the Source Drop Down
Error Retrieving Records from Altru
Error: Please enter a valid 'Birth date'
Settings Error: There was no Endpoint Listening
Invalid Data Error: Constituent Record Not Found or Constituent Data Not Provided
Omatic Cloud for BBCRM
General & FAQ
4
How BBCRM source queries use date fields to filter the results
BBCRM Security and Omatic Cloud
BBCRM Pre-Implementation Checklist
Connecting OC to Locally Hosted BBCRM
How to guide
9
How to Prevent Duplicate Offline Transactions in Luminate from Omatic Cloud
How to Connect Omatic Cloud to BBCRM
Mapping to Edit if matched
Creating an Alternate Lookup ID type in BBCRM
Importing Event Registrations into BBCRM
See all 9 articles
Errors/Issues
4
Why Can't I Add a Record as New to BBCRM When It's Sent to 1:1 or 1:Many?
Destination Exception: "Gift ID is already used on another gift"
Failed Connection to BBCRM
Error: Invalid data error. The address you entered already exists for this constituent.
Omatic Cloud for Raiser's Edge NXT
General & FAQ
1
Raiser's Edge NXT Pre-Onboarding Checklist
Omatic Cloud for Salesforce
Salesforce Configuration
8
Locating your Salesforce Username and Password
How to Create or Refresh your Salesforce Sandbox
How to Create a Custom Field in Salesforce
How to create an External ID Custom Field
How to Create a Custom Checkbox to track Offline Donations in Salesforce
See all 8 articles
How to Guide
9
Salesforce Pre-Onboarding Checklist
Setting up the Omatic Cloud trial for Salesforce
How to Connect Omatic Cloud to Salesforce
How to Choose and Set Up your CRM for Salesforce + Classy
How to Choose a Formula Type for Adding Opportunity Contact Roles
See all 9 articles
Mapping Business Flows
10
How to Map a General Accounting Unit and Allocations
How to Assign the Opportunity Owner in Omatic Cloud
How to Map Opportunity Contact Role using the Contacts & Donations (Enhanced) Formula
How to configure Matching settings for Salesforce
How to link Payments to Recurring Gifts in Salesforce
See all 10 articles
Errors/Issues
2
Salesforce is Identifying Possible Duplicates When Sending Records
Standard Date Filter Missing Error when using Salesforce Reports as Source
Omatic Cloud for Post to GL
General & FAQ
6
What is the Flow of Data for Omatic Cloud Post to GL
What is Different Between Omatic Cloud Post to GL and PostOmatic
What Fields are Included in Post to GL for Raisers Edge
Pre-post / Post Report Differences in Omatic Cloud Post to GL vs PostOmatic
Exception Report Differences in Omatic Cloud Post to GL vs PostOmatic
See all 6 articles
How to guide
0
Errors/Issues
0
ImportOmatic
ImportOmatic Questions and "How To" Solutions
299
What are some Commonly Used Regular Expressions?
How to Create a Task Set to Add an Attribute to List Records
How to Create a Dictionary
How to export an XML or JSON profile?
How to Use the MasterID Excel File
See all 299 articles
ImportOmatic Errors/Issues
232
.NET Framework Error: Unhandled Exception: Object Reference not Set to an Instance of an Object
Unable to Access Plug-ins
Error: ERROR [07002] [Microsoft][ODBC Excel Driver] Too few parameters.
Error: General ODBC Error: [Microsoft][ODBC SQL Server Driver][SQL Server]The INSERT statement conflicted with the FOREIGN KEY constraint "FK_ConstituentATTRIBUTES_3". The conflict occurred in database "RE7", table "dbo.AttributeTypes", col
Error: ERROR [HY000] [Microsoft][ODBC Excel Driver]General error Unable to open registry key 'Temporary (volatile) Jet DSN for process 0xf3c Thread 0xf48 DBC 0x1cfbd024 Excel'.
See all 232 articles
ImportOmatic List Management
43
How to Assign an Appeal to List Members
How to Create a New Task Set
How to Apply a Workflow to List Members
How to Create a New Workflow
How to Sort a List
See all 43 articles
ImportOmatic Connectors
11
Error: Unable to Load Profile: Could Not Load Assembly <Connector>
What Data is Provided Within the QRECID Field Mapping
How to Install a Connector
How to Install Connectors in the Blackbaud Hosting Environment
How to Refresh a Connector Import Profile
See all 11 articles
ImportOmatic Connector for Classy
7
How to Manage Incoming Status Differences
How to Import the Custom Birth Date Field from Classy
Error In Classy: Number of fields in this data row (85) does not match number of fields in the profile (77)
How to Create a New Connector Profile for Classy
Error: Transactions: Bad Request
See all 7 articles
ImportOmatic Connector for DonorDrive
4
Tips to Ensure All Gifts are Imported from DonorDrive
Additional Columns Appear in IOM Profile That Do Not Exist in Donor Drive Report
Why Is the Gift ID on the Gift Different from the Gift Record ID in DonorDrive
Invalid date exception when importing with DonorDrive Connector
ImportOmatic Connector for Engaging Networks
7
Recent Gifts Missing From Engaging Networks Connector
Field Name is Importing Instead of Data
How to Whitelist the IP Address in Engaging Networks
How to Create an Import Profile for Engaging Networks
How to Set Up Permissions Needed for the Engaging Networks API User
See all 7 articles
ImportOmatic Connector for Luminate Online
48
Error: Unhandled Error in Destination Connector While Processing Record. Error Message: Forbidden
Error: Line 0: An active synchronization session already exists for Partition All Constituents
Error: Number of Fields in this Data Row (x) does not Match Number of Fields in Profile (x).
Error: 403. Technical info: {"errorResponse":{"code":"1","message":"Unable to process request."}}
Error: An Error Occurred Showing the Connectors Configuration: The Component 'Luminate.Views.Settings.EventSettings' Does Not Have a Resource Identified by the URI ' /Luminate;Component/Views/Settins/EventSettings.xaml'
See all 48 articles
ImportOmatic Connector for MailChimp
4
What Happens in MailChimp if Two Records in The Raisers Edge Have the Same Email Address
Campaign Activity Types Are Not Importing
Error: Unable to Load the Selected Profile: Error Resolving Type Specified in JSON 'MailChimpConnector.ExportUnsubscribeDestination, MailChimpConnector, Version=2.1.0.6, Culture=neutral, PublicKeyToken=null'. Path'Destinations[0].Destinatio
Error: Unable to subscribe record to the Mailchimp list: Please enter a complete address
ImportOmatic Connector for Salesforce
1
Can I connect the ImportOmatic Connector for Salesforce to Salesforce Sandbox?
ImportOmatic Connector for VolunteerHub
0
ImportOmatic Connector for WealthEngine
0
IOM AUS Version
1
Unable to Locate / Find Mapping for the Gift Field of Drawer
IOM UK Version
4
What is Gift Aid
Error: School ID is Required
Error: Bank 'xx' with Branch Name 'yy' Does Not Exist and Profile Settings Do Not Allow for New Banks to be Created
How to Locate Constituent Declaration Mapping Fields Within the IOM Profile
Scheduler for ImportOmatic
7
Error: Unhandled Exception: System.AccessViolationException: Attempted to Read or Write Protected Memory
What is the Scheduler module?
Unable to Schedule a Task
What is Included in the Confirmation Email?
Unhandled Exception: System.InvalidCastException: Conversion from string "" to type 'Integer' is not valid. ---> System.FormatException: Input string was not in a correct format.
See all 7 articles
API for ImportOmatic
7
How to get assistance with the ImportOmatic API
Error: Unhandled Exception: Object of Type 'ImportOM.CGlobalAPI' Cannot be Converted to Type 'ImportOM.API.iImportSession'
Changes to the Launch Code Editor Screen are Not Saved
Do I Need Access to Blackbaud API to Use IOM API
What Does an Open API Mean
See all 7 articles
Cross-Product
Cross-Product Questions and "How To" Solutions
5
How to Setup an Alternative Database Connection
Are Omatic Products Compatible with RE NXT?
How to Get the Windows Event Log
How to Perform a Repair on the Microsoft.Net Framework
How to Set Security Permissions for Users and Groups
Cross-Product Errors/Issues
4
Error: The component 'Omatic.MessageBoxUserNotificationProviders.WPF.Views.MessageBoxWindow' does not have a resource identified by the URI '/Omatic.MessageBoxUserNotificationProviders;component/wpf/views/messageboxwindow.xaml'.
Omatic Application License Validation (URL)
Error: An Exception Occurred in the Duplicate Search: Error 5.2: The SELECT Permission was Denied on the Object
Error: Establishing a Connection to SQL Server
MailOmatic for Accounting
MOMA Questions and "How To" Solutions"
20
Will MailOmatic Mark Invoices as Printed
Where To Set the Error and Exception File Path
How to Insert an Image Into an Email Template
What is the Password for Payroll Checkstubs?
How to Mark Recipient Records with an Action Type
See all 20 articles
MOMA Errors/Issues
11
Why Are There No Payments Showing Up In the Results Grid?
An Error Occurred Sending an E-mail to: Mailbox Unavailable. The Server Response was: 5.7.1 Unable to Relay
Error: An Error Occurred Sending an E-mail to Recipient Name; recipient email: Mailbox Unavailable. The Server Response Was: Sorry, Your Site is Blocked from Connecting to Us
Error: Invalid Image
Error: Error Processing Command Unable to read disk file [CPS 16]
See all 11 articles
MailOmatic for Schools
MOMS Questions and "How To" Solutions
31
How to Use the Custom .PDF Statement Template
How to Install MailOmatic for Schools
How to Send a General Email Without a Statement or Report Card
How to Mark Recipient Records with an Action Type
Where To Set the Error and Exception File Path
See all 31 articles
MOMS Errors/Issues
27
Error: Mailbox Unavailable. The Server Response Was: 5.7.1 Unable to Relay
Error Processing Command: 'Cannot Handle iref Streams. The Current Implementation of PDFsharp Cannot Handle this PDF Feature Introduced with Acrobat 6'.
Error: Unable to Read Data from the Transport Connection: net_io_connectionclosed.
Error: 5.7.1 Client Does Not Have Permission to Send as This Sender
Unable to See Custom Statement Template School Logo Does Not Appear
See all 27 articles
MergeOmatic
MergeOmatic Questions and "How To" Solutions
41
How to Prevent Address Duplication When Merging Records
How to Configure MergeOmatic
How to Search for Possible Duplicates
How to Review Possible Duplicates
What is Included on the Duplicate Results Screen
See all 41 articles
MergeOmatic Errors/issues
6
Error: A TwoWay or OneWayToSource Binding Cannot Work on the Read-Only Property "DatabaseCoverageInt'
Error: Unable to cast object of type 'ImportOM.EmbeddedDLLs.MergeOmatic.ResourceHelper'
Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding.
Unable to Open Constituent Records Within Merge Queue
Error: Connection To Luminate Online Could Not Be Established. The Underlying Connection Was Closed: An Unexpected Error Occurred On A Send.
See all 6 articles
PosPay
PosPay Questions and "How To" Solutions
9
How Do I Install PosPay?
How to Set Up PosPay for Different Bank Accounts
We are Changing Banks, How Do We Change Our PosPay Files?
How to Create Another File
Where is PosPay within Financial Edge?
See all 9 articles
PosPay Errors/Issues
6
The File is Generating with Older Higher Check Numbers
PosPay File is Being Rejected by the Bank Due to Missing Leading Zeros
PosPay File is Being Rejected by the Bank Due to Formatting
Error: No Checks Were Found. File Not Created.
Why is the Payee Match Field Grayed Out in the Positive Pay Settings View
See all 6 articles
PosPay Web
3
Account Number Does Not Update Automatically After Changing Bank Formats
How to Locate the Environment ID
Error: Oops!, Something Went Wrong
PostOmatic
PostOmatic Questions and "How To" Solutions
11
How to Import GL Fund Distributions
How to Remove Exceptions
What Happens if the Option to Add Gifts to Exceptions is Deselected in Settings
Do I Need to Have GL Account Numbers Set Up to Use PostOmatic
How to Delete an Entry from the Gift Types Button
See all 11 articles
PostOmatic Errors/Issues
6
Why Aren't Some Gifts in the Post Report
Error: Post Process Failed An Error Occurred in the Post Process: Could Not Load File or Assembly 'Microsoft.ReportViewer.WinForms, Version=10.0.0.0, Culture=Neutral, PublicKeyToken=b03f5f7f11d50a3a' or One of its Dependencies. The System C
Error: Error Occured in PostTheGift: Object Reference Not Set to an Instance of an Object.
Unable to Edit Settings or Fields
Error Occurred in PostTheGift Error in Delete. No Rights to Delete Gifts
See all 6 articles
RecordRadar
RecordRadar Questions and "How To" Solutions
6
What is the Radius Limit for Record Radar
How to Search for Records within a Certain Radius
How to Configure Which Records to Include in the Search Results
How to Create a Constituent Query with Search Results
How to Uninstall RR / RecordRadar
See all 6 articles
RecordRadar Errors/Issues
4
Error: HTTP 417: Expectation Failed
International Zip Codes Appearing in Results For Domestic Addresses
A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 13.85.20.144:80
Records Outside of the Selected Radius Being Included in Results
SegmentOmatic
SegmentOmatic Questions and "How To" Solutions
24
What to Prepare in The Raisers Edge Before Using SegmentOmatic
How to Install SegmentOmatic
How Do I Analyze My Appeals and Packages in SOM?
How to Commit Appeals
How to Assign an Appeal to Segments
See all 24 articles
SegmentOmatic Errors/Issues
8
Error: An Error Occurred Opening the Report: 'Failed to Load Expression Host Assembly. Details: Object Reference Not Set to an Instance of an Object'.
Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
Error: Error Running Macro 'AppealReport'. Automation Error
The Raiser's Edge is Crashing When Trying to Access Plug-ins
Notification: Constituent Appeals Already Applied
See all 8 articles
Additional Products
DataDriven
0
MagicFolder
1
Does Magic Folder Work in Hosting
ActionOmatic
16
How to Add a New Action
How to Add a New Proposal
How to Set Reminders
How to Add or Remove a Solicitor
How to Add a New Action Notepad
See all 16 articles
QueryOmatic
17
How to Move Queries
How to Sort the Query List
How to View a Category's Queries
Why Isn't a Query I Just Opened Showing Up in the Recently Used List
How to Move Folders
See all 17 articles
ScoreOmatic
8
How to Use SQL Queries in Scoring
How to Configure a ScoreOmatic Profile
How to Calculate a Score on a Query of Constituents
What is on the Preview Screen
How to Generate an Analysis
See all 8 articles
SplitOmatic
2
SplitOmatic Software Download and Instructions
I Have a Large Import File. Is There Any Way to Easily Break It Up?
Retrace
2
Retrace User Guide
Unable to Start Trial of Retrace
EventOmatic
EventOmatic Questions and "How To" Solutions
39
How to Create a New Column Template
How to Add or Remove a Column in the EventOmatic Screen
How to Add Placeholder Sponsorees for Sponsors
How to Add a New Sponsor
How to Create a "Send-to" Email Profile
See all 39 articles
EventOmatic Errors/Issues
5
Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
Error: The Specified Donor is Not a Constituent
Error: Unhandled exception: 3880-0.Name.
Error: The Underlying Connection Was Closed: An Unexpected Error Occurred on a Receive.
Warning: Local Images Not Supported
FindOmatic
FindOmatic Questions and "How To" Solutions"
11
What Happens After FindOmatic Finds a Match in Batch
How to Open a Record from the Search Results
How to Search for Records
How to Use FindOmatic with the Barcode Field in Batch
How to Cancel a Search and Close FindOmatic
See all 11 articles
FindOmatic Errors/Issues
5
Error: "RE7.exe Has Stopped Working" When Searching
Error: Assertion Failed: Unable to Load Custom dll:cBBMTDll
Error: Your RE User Account is Not Authorized for FindOmatic. Contact Your Supervisor for Permission.
Error: Could Not Validate Findomatic License
FindOmatic No Longer Working in Gift Batches
Help Desk Software
by Freshdesk Support Desk
