CAPABILITIES
Moving Data is Easy.
Moving it Right is the Hard Part.
Getting data from one place to another is only half the job. The other half is making sure it arrives clean, properly formatted, and ready for your team to actually use.
Purpose-Built Capabilities to Solve the Data Challenges Nonprofits Face Every Day.
Import Data
Bring data in from any source.
Whether it’s coming from an app or a file sitting in your downloads folder, Omatic Cloud makes sure what lands in your CRM is accurate and complete, so your team is always working from records they can trust.
Data Transformation
Your data in the exact format you need.
Different systems format things differently. A date field here, a phone number format there. Omatic Cloud reformats and standardizes data in transit so it arrives in your CRM exactly as it should, accurate and ready to use.
Flexible Field Mapping
Your workflows. Your rules.
Your organization has its own way of structuring and tracking supporter data. Omatic Cloud lets you define exactly how fields map across your systems, so the data that flows through reflects your real-world processes and stays meaningful to the teams that rely on it.
Routing & Data Validation
Clean records go through. Everything else gets your attention.
Not every record is ready to land in your CRM. Omatic Cloud catches issues before they get there, automatically sending clean data through and flagging anything that needs a second look. You decide what moves and what waits.
Record Matching & Deduplication
One record per person. Every time.
Duplicate records are one of the most common and most damaging problems in nonprofit data. Omatic Cloud identifies potential duplicates before they’re written to your CRM, so your team is always working from a single, accurate picture of each supporter.
Bulk Data Cleanup (formerly DBA Assistant)
The kind of help your data team didn’t know they could ask for.
The data already in your CRM needs attention too. The DBA Assistant lets you apply the same cleaning and transformation logic to your existing records that Omatic uses for incoming data, so your whole database stays accurate, not just the new stuff.
Post to General Ledger
Your development team recorded the gift. Now make sure finance has it too.
Omatic Cloud’s Post to General Ledger capability moves gift data from your CRM to your accounting system automatically, formatted to match your chart of accounts and posting requirements, so your numbers are always accurate, complete, and audit-ready.
FAQs
Duplicates usually creep in from multiple entry points: an online form, an event platform, a manual upload. Omatic Cloud checks incoming records against what’s already in your database before anything gets written, catching near-matches like “Angela Noble” and “a. noble” so your team is always working from one accurate record per supporter.
Both. Omatic Cloud gives you full control over how fields align between systems, so a field like “State” in one platform maps exactly where it should in another. You set the rules once, based on how your organization actually tracks data, and every record that flows through follows them.
Omatic Cloud reviews records in transit and automatically sends clean data through while flagging anything that needs a second look, like a missing field or an unrecognized value. Nothing questionable lands in your CRM without your team knowing about it first.
Yes, all capabilities listed here are included as part of your Omatic Cloud subscription.