Salesforce Import Wizard vs. Data Loader vs. Omatic Cloud
Salesforce Data Loader and Data Import Wizard both offer basic data import tools. Omatic Cloud gives nonprofits the flexibility to tailor how data moves across your entire tech stack and create a complete, unified view of your supporters.
When Salesforce Data Loader and Data Import Wizard Are No Longer Enough
Your organization’s needs are evolving. Shouldn’t your technology evolve too?
Salesforce’s native import tools, Data Loader and Data Import Wizard, work for simple, one-time uploads. But they weren’t made for the real-world workflows nonprofits rely on each day.
Omatic Cloud is a flexible, scalable solution that goes beyond basic imports to connect your entire tech ecosystem and unify your data—so you can focus on what matters: your mission.
What’s Different?
Omatic Cloud Is the Right Salesforce Integration Choice If You Need a Solution That…
Conforms to your organization’s unique workflows, business rules, and data structures
Every organization names fields differently, codes gifts differently, and tracks relationships differently. Omatic Cloud follows your lead instead of forcing you to adapt to it.
Works with multiple platforms (e.g. online giving, accounting systems, email marketing)
Your Salesforce isn’t an island. Omatic Cloud connects it to the rest of your tech stack so data flows in from every direction, clean and consistent.
Adapts as your organization grows its tech stack or handles larger volumes of data
When you add a new platform or your campaign volume spikes, your integration should keep up. Omatic Cloud grows with you without requiring a rebuild every time something changes.
Cleans, transforms, or reformats incoming data consistently before it hits Salesforce
Bad data in means bad data out. Omatic Cloud standardizes and reformats records in transit so Salesforce receives data that’s already accurate, not data your team has to fix after the fact.
Catches issues before they reach Salesforce with advanced record matching and duplicate prevention
A duplicate record or a mismatched field is much easier to prevent than to clean up. Omatic Cloud flags problems before anything writes to Salesforce so your database stays clean from day one.
Is built and supported by a team of dedicated nonprofit experts that understands how your organization runs
Salesforce Data Loader was built for Salesforce developers. Omatic Cloud was built for the people who actually run nonprofit databases, by a team that’s spent over twenty years doing exactly that.
Yellowstone Forever Improves Member Experience and Boosts Donor Retention with Omatic Cloud
[Out-of-the-box] Salesforce integrations don’t always play nicely. That’s how we ended up with Omatic. We needed help getting our databases talk to each other.
Learn More About Omatic Cloud
FAQs
Omatic Cloud is scalable and adaptable, connecting to new tools, platforms, and workflows as your organization grows.
Omatic Cloud powers the most common nonprofit workflows, from online giving and email marketing to volunteer, event, peer-to-peer management, and more—by connecting virtually any technology application with leading CRMs like Salesforce NPSP and Nonprofit Cloud, Raiser’s Edge NXT, and Virtuous.
No, Omatic Cloud is built with an intuitive, user-friendly interface that makes managing integrations simple, without needing technical expertise or relying on IT to get things done.
Yes, Omatic Cloud makes it easy for users to add, remove, or swap new systems as their tech stack evolves over time so you can ensure that your data integrity and workflows will remain intact.
Omatic Cloud is built with enterprise-grade security, including SOC 2 Type II, HIPAA, and TX-RAMP compliance, so you can trust that sensitive donor and transactional data is protected and handled responsibly.