General & FAQ 5

• 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 Omatic Cloud uses a BBCRM Dataform to Match

How to guide 12

• 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

View all 12

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.