Product: Omatic Cloud

Description: This solution explains the different formula types for moving data between Encompass and BBCRM

Versions: All

Answer:

When setting up your formula to send data between Encompass and BBCRM, you have several different formula types you can choose from:

Note: the formula type you select will determine what is available for mapping. 

Members: This formula type allows you to send Encompass Members to BBCRM Constituents. You can use this formula to add new Members from Encompass to BBCRM, as well as updating existing.

Transactions: This formula type allows you to send transactions from Encompass to BBCRM Revenue. 

Event Registrations: This formula type allows you to send event registration data from Encompass to BBCRM.

Email Activity: This formula type allows you to send email activity data from Encompass to BBCRM.

BBCRM Constituents: This formula type allows you to send constituents from BBCRM to Encompass. Please note in order to use this formula type, you will have to create a query in BBCRM to reference.