ecommerce Solutions
Every transaction tells a story you can’t afford to ignore
Between online merchandise, ticketed events, and memberships, your organization is selling and raising in more places than ever. But if that revenue doesn’t land back in your CRM on the right supporter’s record, you’re not building relationships. You’re just processing payments.
The Problem
Ecommerce revenue moves fast, and your data flows can’t keep up
Every storefront, giving page, and checkout is another system that speaks its own language. Without a reliable way to bring that data home, your team is stuck stitching it together by hand, and the supporter behind the purchase disappears into a spreadsheet.
How omatic helps
Built for the specific complexity of ecommerce data
Omatic Cloud brings the needs of nonprofits to every part of the ecommerce workflow, not a generic integration that requires you to build the fundraising knowledge yourself. Our experts walk you through tailoring your solution to your exact needs.
Complete Order Capture
Order details move from your ecommerce platform once they complete automatically, so your team always has current purchase data. When you have special discounts and membership drives, your data workflows will keep up with the surge in purchases for consistent follow-up.
Buyer-to-Constituent Matching
Omatic Cloud’s matching features identifies whether each store buyer already exists in your CRM using email, name, address, or combinations of fields your organization defines. New buyers are added as clean constituent records. Existing constituents are updated with purchase activity rather than duplicated.
Configurable Product-to-Engagement Mapping
Different products in your store carry different meanings for your development team. A branded t-shirt signals mission affinity. A gala ticket signals event intent. A cause-specific item signals program interest. Omatic Cloud lets your team define how each product category maps to constituent engagement types and campaign codes for precise outreach later.
Purchase History as a Cultivation Prompt
Repeat buyers who haven’t yet made a donation are one of the most underutilized segments in nonprofit fundraising. Omatic Cloud surfaces purchase history alongside giving history, event attendance, and email engagement in your CRM, so your development team can identify mission-engaged supporters for cultivation.
Ecommerce Revenue Financial Posting
Transactional revenue needs to post to your accounting system with the correct revenue codes, fund designations, and product cost tracking. Omatic Cloud maps your ecommerce platform’s product and order data to your chart of accounts and triggers automated financial posting, not manual data edits required.
Order Validation and Exception Handling
Ecommerce data can get messy: refunds, partial orders, failed payments, and orders with incomplete customer information all require handling logic that generic ecommerce integrations don’t provide. Omatic Cloud validates orders before writing them to your CRM and routes exceptions to a review queue, so only pristine data hits your database.
Designed to Work with the Systems You Rely On
Omatic Cloud integrates with the popular ecommerce platforms, CRMs, and financial systems your organization already uses, no advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
Wolf Conservation Center Improves Data Integrity While Saving Hours of IT Staff Time with Omatic Cloud
Omatic Cloud has been a huge timesaver. It streamlines data movement so you can build out a single source of truth no matter how many different databases you’re using.
