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Domo Knowledge Base

OmegaFi Connector

Version 9

 

Intro

OmegaFi is a management tool for fraternal organizations including billing, due collection, fund raising, and record management. Use Domo's OmegaFi connector to select saved searches you have performed in OmegaFi and pull them into Domo as DataSets. To learn more about the OmegaFi API, visit their page (https://www.omegafi.com/apps/home/ab...y/integration/).

You connect to your OmegaFi account in the Data Center. This topic discusses the fields and menus that are specific to the OmegaFi connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your OmegaFi account and create a DataSet, you must have an OmegaFi username and password.

Connecting to Your OmegaFi Account

This section enumerates the options in the Credentials and Details panes in the OmegaFi Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your OmegaFi account. The following table describes what is needed for each field:  

Field

Description

Username

Enter your OmegaFi username.

Password

Enter your OmegaFi password.

Once you have entered valid OmegaFi credentials, you can use the same account any time you go to create a new OmegaFi DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a single menu from which you select an OmegaFi saved search to pull into Domo.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.