Constituent Management Integration
Automated integration stops the backlog
It’s a blessing when a nonprofit organization has lots of different supporters from lots of different sources. But when a constituent, contact, relationship, and other supporter records and data updates come at you, seemingly from every data source, database professionals can be backlogged.
Omatic’s intelligent platform integration solutions stop the cursing and make adding new records and updating existing ones an automated pleasure: efficiently, accurate, and securely.
Expedient integration regardless of source
Efficient. Accurate. Secure
Intelligent, efficient nonprofit dataflow management
When you have a high volume of new and updated constituent data coming in from multiple sources in multiple formats, you only have a few choices:
1. Manual data entry – which takes a great expenditure of time and is prone to errors
2. Native import tools – which can be hard to set up and cumbersome to execute, often resulting in unexpected outcomes.
Or, a third and better option: you can use Omatic. The most reliable, cost-effective solution there is for intelligent integration and expedient nonprofit dataflow management. From its humble beginnings back in 2002, Omatic has prided itself on building effective, efficient, and intuitive integrations for nonprofit data that provide a friendly, low-tech user experience (on top of a decidedly high-tech engine) and require no customization.
Clean, standardized data without duplicate
We know that manual entry is prone to errors and can inadvertently create duplicate records. Native import tools can be worse – while faster, they can not only create duplicate records but also not effectively address the multitude of sins that maybe present in the source data – including improper casing and data that is not complaint with your data standards – causing more time to be spent on manual record updates and configuration cleanup, and that’s only if you catch those errors before the next acknowledgment or solicitation goes out.
With Omatic’s intelligent integration solutions, data cleanup, standardization, and checking for duplicates is a natural part of the automated data integration workflow, so there are no unpleasant surprises to be dealt with either after processing or down the road. Your team is happy and your donors’ experience is not disappointing.
Omatic Cloud: powered by Microsoft Azure security
In today’s world of technology, with so many systems and so much data, nonprofit data and fundraising professionals need to be hyperalert to issues surrounding data security. While no organization expects to experience a data breach, even minor security concerns may be enough to put scare into your donors and other stakeholders.
Omatic’s intelligent integrations are powered by Omatic Cloud, which in turn is built on Microsoft Azure technology. Omatic uses Azure to take advantage of its wide array of security tools and capabilities. These tools and capabilities help make it possible to create secure solutions on the equally secure Azure platform.
Integrations by System
Synchronize new and updated donor and supporter info from Classy that needs to be integrated into your main Salesforce or Blackbaud system to keep it current. And send offline data that originates in your main CRM to Classy, to ensure that Classy remains up-to-date, too.