Omatic & Classy Integration
Say good-bye to duplicates, complicated data imports, and manual data entry. With the Omatic Cloud’s Classy connector, you can integrate all your fundraising data into Raiser’s Edge NXT, Salesforce, or any CRM—automatically.
Seamless Integration with Your Nonprofit CRM
Benefits of Using Omatic and Classy
- Save hours of time with automation — sync data in minutes
- Improve data integrity and prevent duplicates
- Gain control over where, when, and how data is sent
- Set up business rules for formatting consistency across systems
- Have a 360-degree view of your supporters
- Create personalized experiences that drive engagement
Simplify Data Integration
Integrations are complex, and spreadsheets can be messy and time-consuming for organizations to manage. Easily establish new connections that automatically send data between Classy and your nonprofit CRM, and empower teams to extract value from clean, accurate data as they engage supporters across systems.
Reduced Risk for Errors
Other integration solutions don’t fully solve nonprofit data needs, forcing teams to waste time fixing inaccurate information. Omatic Cloud’s Classy Connector gives users flexibility for mapping and configuring data, ensuring that all data is standardized and up-to-date for creating more personalized experiences with supporters.
Less Work for Everyone
Users gain full control over how, when, and how often data is processed, and Omatic Cloud’s Classy Connector can continually pull data and process it into your CRM requiring little to no intervention.
Featured Customer Success Story
Omatic and Classy Webinars
Frequently Asked Questions
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What capabilities does the Omatic Classy Connector have compared to out-of-the-box integrations from Blackbaud, Classy, and Salesforce?
Native or “out-of-the-box" integrations between Classy and popular CRMs have limited functionality. Importing data from Classy into a system of record often requires specific field matching, ID matching, spreadsheet manipulation, and other time coming tasks, yet results in missed data or duplicate records. With Omatic Cloud, you create custom search scenarios, flag duplicate records, and use override features so imports are quicker than ever with pristine data integrity.
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What is controlled automation?
Clients choose which data gets added to their system of record, as opposed to the all-or-nothing approach of full automation. During an automatic import, clients can review records flagged by Omatic Cloud, fix errors, and even remove duplicates before they move into a CRM.
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What if donors enter messy data in a Classy giving form? How will it appear in our system of record?
The Omatic Classy Connector identifies and corrects messy data according to custom specifications, without the need for manual edits. Capitalization, addresses, salutations, and more fields can follow consistent styles chosen at implementation.
