Import Data in Omatic Cloud
Your organization’s data comes from spreadsheets, apps, vendor files, and systems that all format things in their own unique way. With Omatic Cloud, you get the data you need, in the format you need it, right when your team needs it most.
Data from any source, arriving exactly the way your CRM needs it.
Omatic Cloud’s Import Data capability (also known as ImportOmatic+) lets you bring data from any source, whether it’s a connected app or a file sitting in your downloads folder, into your CRM accurately and completely. It applies your organization’s transformation and mapping rules in transit, so data arrives clean, structured, and in exactly the format your CRM expects.
Compatible with Raiser’s Edge NXT, Salesforce, Virtuous, and more, Omatic Cloud was designed for the reality of how nonprofit data actually moves, so you can bring in records from anywhere without the manual cleanup on the other end.
Your Data, No Matter Where It Lives
Here are a few of the ways nonprofit teams use Omatic Cloud to bring their most important information into their CRM.
Connect Every System to Your CRM
Whether it’s gifts from your giving platform, registrations from your event tool, or records from a vendor file, Omatic Cloud brings it all in accurately so nothing important gets left behind.
Data That Arrives Ready to Use
Every system formats data differently. Ensure that fields are standardized, codes are applied, and records arrive in your CRM in exactly the format your team expects, with no cleanup required on the other end.
Keep Your CRM Free of Duplicates
Every time new data comes in, there’s a risk of creating a duplicate record. Identify potential matches before anything is written to your CRM, so your team always works from the same source of truth.
Avon Old Farms School Fast-tracks Prospect Research and Donor Outreach Using Omatic Cloud
Making this investment in Omatic has given us time back to focus on other projects.
