Sound familiar?
A Benevity disbursement report can contain hundreds of individual employee gifts, but processing each one by hand isn’t realistic for most teams. The common workaround—recording the whole report as one lump gift to an organization record—means every individual donor behind it disappears.
A single act of giving can generate an employee gift and a separate company match, but without the right connection, that match doesn’t always attach to the original donor’s record. The result is a disconnected transaction instead of one attributed gift.
Workplace giving programs generate rich engagement data—who’s giving, how often, through which company program—but without a connection to your CRM, that activity never becomes part of a donor’s actual profile.
Understanding which employer programs are actually driving revenue means comparing giving trends and engagement across companies, but when that data isn’t unified in your CRM, that comparison turns into a manual reporting exercise every time.
Integration
Omatic Cloud connects [Benevity to your CRM so all of your data reaches the right place and is ready to use.
When each gift in a Benevity disbursement report is processed individually instead of collapsed into one organization-level total, your team keeps every donor relationship intact. That means no employee disappears from your CRM just because they gave through a workplace program.
When a company match is matched to the original donor’s record instead of arriving as a disconnected transaction, your team can properly attribute and thank the full gift. That means timely, accurate acknowledgment for both the employee and the company behind the match.
When employee giving activity—who’s giving, how often, through which program—reaches your CRM, your team can see participation across companies and programs as part of a donor’s actual profile. That means workplace giving becomes a real relationship, not an anonymous transaction.
When corporate giving data is unified in your CRM, your team can see which employer programs are actually driving revenue and engagement without a manual reporting exercise. That means smarter decisions about where to invest partnership development time.
When every Benevity gift is matched to the right donor and designation, your team can send timely, accurate thank-yous instead of chasing down attribution after the fact. That means stronger relationships built on getting the details right the first time.
When Benevity data in your CRM is complete and reliable, your team can segment donors, personalize outreach, and identify high-value workplace giving opportunities. That means fundraising strategy built on real data, not guesswork.
Designation, company program, and disbursement details all carry meaning your team wants to report on. Omatic Cloud lets you define exactly how fields map between the two, so data arrives in the format your team expects every time.
Benevity’s gift and disbursement data doesn’t always arrive in the structure your CRM requires. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
An employee gift and its corporate match can easily create two disconnected records instead of one attributed gift. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
Benevity disbursement reports can contain hundreds of individual gifts that don’t arrive in a format your CRM can use as-is. Omatic Cloud catches issues before they get there, sending clean data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects Benevity to your CRM automatically, syncing gifts, disbursements, and donor details so your team never has to import data manually or reconcile spreadsheets by hand.
Yes. Omatic Cloud processes each gift in a disbursement report individually, so your team keeps every donor’s record intact instead of collapsing hundreds of gifts into one anonymous organization-level transaction.
Yes. Omatic Cloud matches company match disbursements to the original donor’s record, so your team can properly attribute and thank the full gift instead of treating the match as a disconnected transaction.
Yes. Omatic Cloud brings employee giving activity—who’s giving, how often, and through which company program—into your CRM, so workplace giving becomes part of a donor’s actual profile instead of staying invisible.
Native integrations are a solid starting point for basic gift syncing, but they often require manual reconciliation for matching gifts, disbursements, and reporting fields like designation or company program. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team control over exactly how much is automated versus flagged for review. The result is a connection built for the way nonprofits actually manage workplace giving, not a generic sync.
