Flexible Field Mapping in Omatic Cloud
No two systems organize data the same way. When the fields in your source system don’t line up with the fields in your CRM, data lands in the wrong place or doesn’t make it at all. With Omatic Cloud, you define exactly how data flows between your systems, so everything arrives where it belongs, every time.
Integration that works the way you work.
Your organization has a specific way of structuring data, and your CRM has a specific way of receiving it. With Omatic Cloud, you decide exactly how those two worlds connect. Match fields directly, combine data from multiple fields into one, apply static values, or ignore fields your CRM doesn’t need.
Most out-of-the-box integrations take a one-size-fits-all approach that doesn’t account for the way your organization actually operates. Compatible with Raiser’s Edge NXT, Salesforce, Virtuous, and more, Omatic Cloud gives you the control to build an integration that fits your workflows rather than the other way around.
Keep Your Database Clean, No Matter How Your Supporters Engage
Here are a few of the ways nonprofit teams use Omatic Cloud to make sure data lands exactly where it should.
Complete Data, in the Right Field, Every Time
Set the rules for exactly where each incoming field should go, whether that’s a direct one-to-one match, a combined field, or a static value applied consistently across every record. Nothing lands in the wrong place.
Map Data to Reflect Your Organization’s Processes
Your organization has conventions that don’t exist in any source system. The way your team structures donor codes, campaign fields, or gift types is specific to how you work. Easily build around those conventions, so the data flowing into your CRM reflects your actual processes rather than a generic template.
Configure Once, Apply Every Time
Once your mapping is right, save it as a reusable template. The next time you run an import or connect a new data source, your mapping is already there. Your field logic stays consistent across every integration, so your CRM always receives data structured exactly the way your team needs it.
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.
