Announcing Omatic Cloud’s New Fundraise Up Integration

We are pleased to announce Omatic Cloud’s latest integration: Fundraise Up! The new integration is designed to help nonprofits transfer supporter, donation, and recurring plan data from Fundraise Up into any CRM by harnessing the power of automation.

Our team is thrilled to partner with Fundraise Up, a powerful nonprofit fundraising solution trusted by social good organizations to secure donations from around the world.

“We’re beyond excited about our new API-based integration with Omatic, making data even more accessible,” said Salvatore Salpietro, Chief Community Officer at Fundraise Up. “Data ownership and having the tools to leverage that data across platforms is becoming more important for nonprofits. It’s the only way to become more efficient. Omatic has always played an important role in making that happen.”

“This new integration will be a game-changer for social good organizations using Fundraise Up who want to be more data-driven and have a complete view of supporters in their CRM,” said Chanler Cox, Vice President of Sales & Partnerships at Omatic.

Saving Time by Syncing Fundraise Up Data with Your CRM

The new Fundraise Up integration uses automation to cut down on time-consuming manual data entry. Manually entering new gift and donor data into your CRM may work for a small organization, but as nonprofits grow their fundraising operations, this process quickly becomes untenable. Without an integration tool, during busy giving periods like year-end, it’s easy to become weeks or months behind on data maintenance. This lag in fresh data also means slower response times to acknowledge and steward donors. With Omatic Cloud connecting Fundraise Up directly to your CRM, you can focus less on data imports and spend more time on using that data to thank, engage, and retain donors.

Improving Data Integrity for Meaningful Supporter Engagement

Syncing data between Fundraise Up and your CRM means having fresh, reliable data at all times. Without an integration solution, manual data imports are the only way to move fundraising data into your system of record. Manual data entry opens the door for risky errors: a single misplaced comma or a mislabeled spreadsheet column has the potential to throw off giving history for dozens of donors. Omatic Cloud’s Fundraise Up Connector removes that risk by removing the need for manual data entry, so you can be confident in your data.

Clean, integrated fundraising data sets your organization up for success in multiple ways. Accurate data is necessary for robust communication segmentation. Crafting personalized communications for your audiences based on giving history, demographics, interests, and more means you can reach the right people at the right time with the right message. By integrating Fundraise Up and your CRM using Omatic Cloud, your organization will have the data it needs to hone its messaging at scale and increase engagement with your supporters.

Better Data for Improved Fundraising Outcomes and Reporting

By connecting Fundraise Up with nonprofit CRMs—including Raiser’s Edge NXT and Salesforce—development, marketing, and leadership teams can customize outreach to constituents. With accurate data at your fingertips, your organization can get a 360-degree view of supporters to develop strategies that will amplify your impact.

This new integration also makes campaign reporting a smoother process and will tighten up the lag time between ending a campaign and sharing outcomes. Instead of waiting weeks for insights on a campaign’s performance, you can get real-time data to assess what is working and what isn’t. Use that data to perfect your next project or allocate resources where they will make the biggest impact.

Benefits of the Omatic Cloud and Fundraise Up Integration

• Flexible customization options: Easily map and transform data to meet format requirements across systems. Set your own rules for how, when, and where data gets sent—no coding required.
• Controlled automation: Review and act on any records that need attention before data goes to your CRM. Automate the rest.
• Duplicate identification and prevention: Get notified about records that look like other constituents in your CRM based on multiple fields, including name, email address, address, and more. Merge records and stop duplicates at their source.
• 360-degree view of supporters: Get a complete view of your supporters’ giving history in your CRM automatically. Pull reports based on gift date, area of interest, amount, and more with confidence in your data.
• Improved donor stewardship and retention: With accurate fundraising in your CRM, you can send gift acknowledgments and thank first-time donors faster than before.
• Nonprofit industry expertise: For more than 20 years, we have been working exclusively with nonprofit organizations on their data needs.
• Compliance: Safeguard your data with confidence, knowing that Omatic Cloud meets the highest compliance standards, including FERPA, FedRAMP, and HIPAA. Read more about Omatic’s data security standards.

For more than 20 years, Omatic has helped nonprofits get the most out of their data, and this new Fundraise Up integration is the latest example of our commitment. Ready to improve your fundraising data management workflows? Explore the Fundraise Up integration today!