Sound familiar?
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.
CyberGrants gifts and disbursements often arrive as spreadsheets or files that need to be manually cleaned and matched before they’re usable in your CRM. That reconciliation work eats into time that could go toward stewardship instead.
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 CyberGrants to your CRM so all of your data reaches the right place and is ready to use.
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 CyberGrants gifts and disbursements sync automatically instead of arriving as spreadsheets to clean up, your team gets complete, standardized data without the manual reconciliation work. That means more time for stewardship and less time in spreadsheets.
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 CyberGrants 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 CyberGrants data in your CRM is complete and reliable, your team can segment donors, personalize outreach, and identify high-value workplace giving opportunities.
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.
CyberGrants’ 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.
CyberGrants gifts and disbursements don’t always 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.
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.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects Bonterra CyberGrants 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 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.
Yes. Omatic Cloud unifies giving trends and engagement data from CyberGrants in your CRM, so your team can compare corporate partnership performance without a manual reporting exercise every time.
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.
