Sound familiar?
A donor’s recurring plan can change shape many times—started, upgraded, paused, resumed. Without the right connection, your CRM only catches the latest transaction, not the path that got them there, so the full giving relationship never makes it into the record.
On GivingTuesday or during a telethon, Fundraise Up can process hundreds of transactions a second. Basic integrations weren’t built for that pace, and gifts start queuing, dropping, or landing out of order.
Fundraise Up accepts 135+ currencies, digital wallets, and even crypto from donors around the world. When that data reaches your CRM, currency conversions, payment types, and donor details often don’t map to the fields your team relies on.
Fundraise Up knows why a donor gave what they gave—the ask amount it landed on, the upsell they accepted, the moment they converted. Basic integrations only pass the transaction total, so that context disappears along with the personalization it could have powered.
Integration
Omatic Cloud connects it to your CRM so all of your data reaches the right place and is ready to use.
When every plan change—upgrade, pause, resume—lands in your CRM as it happens, your team can see a donor’s full recurring history, not just their most recent transaction. That means stewardship that reflects how long someone has actually been giving, and recognition that matches it.
When high-volume moments sync in real time instead of catching up hours or days later, your team can report on campaign performance the moment it matters, not after the dust settles. That means confident numbers for board updates, matching gift deadlines, and next-day thank-yous.
When currency, payment method, and country data arrive in a format your CRM already understands, your team can steward global donors with the same accuracy as local ones. That means fewer manual fixes and more time spent on the relationship instead of the record.
When the details behind a personalized ask or upsell reach your CRM alongside the gift, your team can tailor outreach based on how a donor actually responded, not just what they gave. That means messaging that reflects real behavior instead of guesswork.
When your integration is built to keep pace with Fundraise Up’s checkout speed, your team can run bigger campaigns and higher-traffic events without worrying about dropped or duplicate records. That means growth your data can actually keep up with.
When gifts from checkout, campaign pages, tributes, and recurring plans all route to the same donor record, your team has one accurate view of every supporter, no matter how they chose to give. That means every relationship is built on the full picture, not fragments of it.
Designations, tributes, and upsell details all carry meaning your team wants to act on. Omatic Cloud lets you map each field to exactly where it belongs in your CRM, so nothing gets flattened into a generic note field.
Fundraise Up’s currencies, payment methods, and recurring plan states don’t always match the format your CRM expects. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
Every time a recurring donor upgrades, lapses, and gives again, there’s a risk a new record gets created instead of matched to their existing one. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
High-volume moments like GivingTuesday send data fast enough to expose formatting issues that a quieter day would never catch. Omatic Cloud validates and routes each record as it arrives, so volume never comes at the cost of accuracy.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects Fundraise Up to your CRM automatically, syncing donors, gifts, and recurring plan changes so your team never has to import data manually or reconcile two systems by hand.
Yes. Omatic Cloud passes along every recurring plan change from Fundraise Up — upgrades, pauses, resumes — so your CRM reflects a donor’s full giving history, not just their most recent gift.
Native integrations move data from point A to point B, but they weren’t built to handle the specific complexity of nonprofit CRMs or Fundraise Up’s recurring plans, currencies, and payment methods. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team full control over where every field lands. The result is a connection built for the way nonprofits actually work, not a generic sync.
