New Features for Omatic Cloud: December 2025

For many people, the final weeks of the year are a respite, a time for rest, reflection, and relaxation. But not for nonprofit database administrators. We know the second half of December is crunch time. It’s an organization’s last chance to make the most of year-end generosity. It’s also a time when database professionals have to process a massive influx of gifts and other data.

We get it, and we are here for you. That’s why Omatic has rolled out some key features to make it easier than ever to get your data where it needs to go during your busiest season. Read on for the latest improvements to Omatic Cloud!

Auto-Pick Enhancements for Faster Matching

We’ve made Omatic Cloud’s Auto-Pick feature easier to access and use. You can now find Auto-Pick on the Matching screen, so you can narrow down the results returned from your search scenarios.

Additionally, you can create multiple Auto-Pick rules for more flexibility and less manual review. For example, you can set auto-pick to identify records based on email and name, based on alias and name, and more. If there’s a clear match on your criteria, the Auto-Pick feature will select it, reducing the number of one-to-many records to review. Read more about configuring your auto-pick settings.

This reduction in the number of records that Omatic Cloud prompts you to review means you will be able to complete reviews in less time than ever.

Enhanced Routing for Relationship Records

With this new feature, you can have more control over how Omatic Cloud routes relationship records. Instead of automatically sending all your records to “Related Records,” during imports, you can now set custom rules to ensure each record is handled correctly. This means:

• Send records to the “Ready” bucket if all related records are ready.
• Send records that need attention to “Related Records” for review.
• Customize Auto-Pick for every related record allowing for tailored routing

This added flexibility for where your records go will make it easier to keep your data organized and end up in the proper place.

Record Custom Routing

This powerful enhancement to Omatic Cloud allows you to create targeted rules for routing records. Now, you can pre-filter or omit specific types of records, so you can transfer the data that matters to you (and ignore the rest)!

Record Custom Routing:

• Gives you more control: Filter out test data or other unnecessary information
• Reduces manual record review: Remove data you already know isn’t useful to cut down on repetitive tasks
• Is built to expand: Soon, this feature will allow for expanding routing to custom buckets

For example, you can use this feature to omit internal gifts from staff, filter test email addresses, or ignore placeholder data. By pre-filtering the data you know you don’t want in your CRM, you’ll be able to save time on the record review process or manual removal later.

Ready to try these and other Omatic Cloud features out for yourself? Book a demo today!