OMATIC CLOUD
Trustworthy Data Starts Here
You’re managing more systems, more data, and more complexity than ever. Omatic Cloud makes sure that whatever your stack looks like, your team can trust the data driving every decision.
What Is Omatic Cloud?
The Integration and Data Management Platform Built for Nonprofits
A loyal donor looks like a stranger. A board report contradicts the fundraising dashboard. A gift officer walks into a major ask without the full story.
This is what happens when the systems your team depends on aren’t working together, and it’s exactly the problem Omatic Cloud was built to solve.
How Omatic CLoud Works
Control Every Step of Your Data’s Journey with Confidence
1. Unify
Establish a Single Source of Truth
Every system your team uses sees your supporters a little differently. A donor who gave online, attended an event, and responded to an email appeal might exist as three separate records across three separate systems.
Omatic Cloud brings those records together, resolves what’s actually true, and creates one complete picture your whole organization can use to make decisions.
2. Transform
Structure Data on Your Terms
Your organization has specific rules for how data should look. When incoming data doesn’t follow them, your team pays for it downstream.
Whether it’s normalizing name and address formats or applying fund and campaign codes, Omatic Cloud ensures that data arrives at every destination exactly the way you need it.
3. Activate
Put Trusted Data to Work
When your data is unified and in the exact format you need, every team in your organization gets something they’ve been missing.
Your marketing team can segment with confidence, your finance team can close without reconciliation surprises, and your leadership can make decisions backed by numbers they trust.
Capabilities
Features Built for the Way Nonprofits Actually Work
Purpose-built functionality that addresses the real data challenges database and systems administrators, development, finance, and operations teams face every day.
Data Transformation
Automatically clean, format, and restructure data as it flows between systems. Apply your organization’s specific rules and field logic without manual intervention.
Flexible Field Mapping
Define exactly how fields from source systems map to your CRM and other destinations, including complex many-to-one and conditional mappings.
Routing & Data Validation
These features enforce data quality standards, sending flagged records to a review process, giving your team control over what enters your CRM and what gets held for human judgment.
Enterprise-Grade Security
Omatic Cloud is SOC 2 Type II, SOC 3 Type II, and HIPAA compliant. Your data will be protected with industry-leading standards, so your IT team and leadership can have complete confidence.
Record Matching & Deduplication
Omatic Cloud uses sophisticated matching logic to surface likely duplicates for review before problematic records hit your CRM.
Bulk Data Cleanups
Conduct mass updates within your system of record automatically including mismatched fields, missing donor codes, and inconsistent naming conventions.
INTEGRATIONS
A Flexible Platform That Works with the Tools You Already Use
Connect the tools your nonprofit already depends on. There’s no need to change your tech stack to get clean, trusted data.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
People And Support
Find a partner in nonprofit data management
Our dedicated team of experts (many with decades of experience working at nonprofits) are here to assist you, every step of the way. You’ll receive:
One-on-One Implementation Support
A member of our team with provide hands-on configuration support so the tool works with your organization’s exact workflows from day one.
Dedicated Customer Success Manager
Your CSM brings nonprofit expertise and learns your organization’s specific context — not just your technical setup, but your mission, your team, and your goals.
Responsive Ongoing Support
Our support team is on call to help troubleshoot issues, answer questions, and assist your team as your needs grow and change.
If Omatic wasn’t in the picture, we would be months behind. This is our first year with Omatic and I’m already seeing the time savings. I think next year will be even better.
Mary CollinsSenior Donor Relations and Database Administrator
Big Brothers Big Sisters of America
FAQs
Omatic Cloud connects to the tools most nonprofits already run, platforms like Raiser’s Edge NXT, Salesforce, Constant Contact, and dozens of others, without requiring you to change your tech stack. It sits between your systems, moving data between them while unifying, transforming, and validating it along the way.
Every organization goes through onboarding with our Professional Services team for implementation. Afterwards, you’re also provided with a dedicated Customer Success Manager who knows your setup, and you’ll always have access to a comprehensive knowledge base as well as a responsive support team when questions come up.
Yes. Omatic Cloud is SOC 2 Type II, SOC 3 Type II, and HIPAA compliant, and your data is protected with industry-standard security throughout every step of the integration process.