Sound familiar?
Salesforce’s open API means dozens of tools in your stack can claim to integrate with it, but each one handles matching, mapping, and validation differently. What syncs cleanly from one system can arrive incomplete or duplicated from another.
Many native integrations match supporters using just a primary email, but people often use different addresses for personal giving, corporate matching gifts, or event registrations. When the match logic is that narrow, one supporter can end up as several records.
Organizations moving from NPSP to Nonprofit Cloud, or running parts of both, often find that fields, objects, and structures don’t map to each other automatically. Data that made sense in one system can lose meaning, or a home, in the other.
Some integrations only send data into Salesforce, with no way to send updates back out to the systems that need them. When that connection is one-directional, other tools in your stack keep working from outdated information.
Integration
Omatic Cloud connects Salesforce to your CRM so all of your data reaches the right place and is ready to use.
When every system feeding Salesforce is held to the same matching and validation logic, your team can trust that data behaves consistently, whether it’s coming from your giving platform, your event tool, or a spreadsheet. That means one dependable outcome instead of a different one for every connector.
When matching logic accounts for the different ways a supporter shows up—personal email, work email, a name on a corporate gift—your team can recognize them as one person instead of several. That means a donor profile that reflects a whole relationship, not just one address.
When data is mapped intelligently between NPSP and Nonprofit Cloud’s different structures, your team can migrate or run both in parallel without records losing their meaning along the way. That means a transition your data survives intact.
When gift, contact, and constituent data sync bidirectionally between Raiser’s Edge NXT and Salesforce, your team can use each system for what it does best—Raiser’s Edge NXT for fundraising, Salesforce for programs, case management, or volunteers—without losing the full picture of a supporter. That means seeing donors who are also program participants, without forcing everything into one database.
When your integration is built to handle spikes in volume without slowing down, your team can run bigger campaigns and giving days without worrying about data falling behind. That means growth Salesforce can actually keep up with.
When gifts, designations, and program data all reach Salesforce clean and complete, your team can report with confidence instead of double-checking numbers against a second system. That means decisions made on data everyone trusts.
Every system structures its data a little differently, and that structure carries real meaning your team wants to preserve. Omatic Cloud lets you define exactly how fields map between the two, so data arrives in the format your team expects every time.
Data from other systems doesn’t always arrive in the object or field structure Salesforce actually requires. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
A supporter who gives under a personal email, a work email, and a corporate matching gift can easily generate multiple records instead of one connected donor. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
Data arriving from the many tools that claim Salesforce compatibility doesn’t always meet Salesforce’s exact requirements before it lands. 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 the tools in your tech stack—online giving platforms, event systems, Raiser’s Edge NXT, and more—to Salesforce automatically, so your team never has to import data manually or reconcile multiple systems by hand.
Data Loader is built for one-time or occasional bulk imports and exports, and it requires someone comfortable mapping CSV files to Salesforce fields by hand. Omatic Cloud is built for ongoing, automated data flows: it matches records to prevent duplicates, transforms data to fit Salesforce’s structure, and runs continuously without someone manually running an export and import every time.
The Data Import Wizard is a good fit for simple, one-time imports of contacts, leads, or accounts. It doesn’t support recurring syncs, complex matching logic, or the kind of ongoing data transformation nonprofits need across gifts, designations, and multiple connected systems. Omatic Cloud handles all of that automatically and continuously, so your team isn’t re-running imports by hand every time new data comes in.
Yes. Omatic Cloud syncs data bidirectionally between Raiser’s Edge and Salesforce, so organizations that use Raiser’s Edge for fundraising and Salesforce for programs, case management, or volunteers can keep both systems accurate without manually re-entering data in either one.
Native integrations are a solid starting point, but because Salesforce’s open API lets so many different tools claim compatibility, the quality and consistency of that “integration” varies widely from one connector to the next. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format Salesforce expects, and gives your team control over exactly how much is automated versus flagged for review. The result is one dependable connection, not a patchwork of connectors that each behave differently.
Yes. Since ascend CRM is built as a managed package on top of Salesforce, Omatic Cloud connects to it the same way it connects to NPSP or Nonprofit Cloud, syncing gifts, contacts, and other data from the rest of your tech stack into your ascend instance.
Yes. Omatic Cloud connects to Education Cloud the same way it connects to NPSP or Nonprofit Cloud, syncing gifts, constituent records, and data from the rest of your tech stack so institutions using Education Cloud for advancement and student data get the same accurate, automated integration.
