Higher Education Solutions
Give Your Advancement Team One Complete Picture of Every Supporter
Alumni engagement and development teams at colleges and universities are managing more data across more systems than ever including student records, alumni engagement, annual fund, major gifts, and planned giving. With Omatic Cloud, you can eliminate data silos that limit your ability to engage supporters.
Join Peer Colleges and Universities Using Omatic to Unify Their Data
How Omatic Helps
Specific Solutions for the Way Your Team Actually Works
Omatic Cloud is built by people with decades of experience working with nonprofit data, including the unique workflows of higher education fundraising. Here’s what that looks like in practice.
SIS to CRM Integration
Automatically sync graduating student records into your development CRM, with correct constituent codes, relationship data, and address hygiene applied before data moves. No manual imports required.
Annual Fund Data Transfers
Connect your online giving platform to your CRM in real time, so gift processing, receipt, and acknowledgement workflows launch the moment a gift is made. Reduce the gap between gift and thank-you from days to minutes.
Complete Alumni Engagement Histories
Pull engagement signals from your alumni engagement platform, ticketing tool, and email marketing system, into a single record, so your gift officers can see the full picture of affinity before they ever make a call.
Simplified Finance & Fundraising Reconciliation
Automate the flow of gift, pledge, and payment data between your advancement CRM and your campus accounting system, so your finance team and advancement services can work from the same numbers and stay compliant.
Record Matching & Deduplication
Advanced record matching features can spot the same individual by name, address, and ID across systems so every supporter exists as one clean, complete record, not multiple slightly different ones. Build a data foundation your whole team can trust.
A Platform That Scales with Your Organization
Moving from one CRM to another? Thinking about onboarding a new online fundraising tool? Omatic Cloud manages the complex data transformation, historical record mapping, and validation that makes the difference between a change to your tech stack that succeeds and one that sets you back years.
Real Stories from Organizations Like Yours
University of Portland Uses Omatic Cloud to Improve Data Management, Increases Team Bandwidth for Data Maintenance by 40%
By automating the tedious aspects of data management, Omatic has allowed our team to work on the things that excite them about data—and it’s not data entry.
University of the Pacific Streamlines Financial Posting with PostOmatic, Makes Funding Available on Campus in Record Time
Going with Omatic was an easy choice and an easy lift, with easy onboarding and great service.
Morehead State University Saves 15 Hours Per Week on Gift Processing with Omatic Cloud
Omatic Cloud lets me carry out constituent updates overnight, saving me time and allowing me to focus on other key areas of my work.
Haverford College Saves Hours of Staff Time on Posting Gifts and Provides Essential Information to Business Office Using PostOmatic
We love Omatic. PostOmatic has changed how we do everything! It was simple to set up and is easy to use. In the first year of using PostOmatic, we reconciled to the penny. That had never been done before.
College of Charleston Increases Import Speed by an Average of More Than 80%
Not only has [ImportOmatic] drastically reduced workload and employee stress, it has significantly increased our data integrity and we now have the ability to focus on a multi-year fundraising campaign
PostOmatic saves Gallaudet University One Month of Work Per Year
We now have the ability to reconcile with Finance accurately and on demand. And, there’s more trust in our data from the President on down.
Popular tools among Omatic customers
Built for the Systems Your Team Already Uses
Omatic Cloud connects the systems that higher education teams rely on for alumni engagement, volunteering, board management, peer-to-peer campaigns, and more. All designed with nonprofit workflows in mind. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
If Omatic wasn’t in the picture, we would be months behind. This is our first year with Omatic and I’m already seeing the time savings. I think next year will be even better.
Mary CollinsSenior Donor Relations and Database Administrator
Big Brothers Big Sisters of America
FAQs
Yes. Platform migrations are where data quality problems either get resolved or are carried forward. Omatic Cloud cleans, validates, and maps historical data before it moves to the new system, ensuring your team goes live on a trustworthy foundation rather than spending the first year remediating the import. Organizations that engage us early in the migration process consistently achieve smoother, more confident transitions.
This is the most common organizational structure in higher education, and Omatic Cloud is built to serve both teams simultaneously. IT receives documented data flows, role-based access controls, and a full audit trail. Advancement Services receives clean, correctly mapped records without manual intervention. Neither team is required to own the other’s system or processes. The integration manages the coordination that previously required both sides to align manually and makes the process smoother.
No. Omatic Cloud is configured to work with Raiser’s Edge NXT (or Salesforce, Kindsight, Virtuous, etc.) as it exists in your environment today, with your existing field structures, constituent codes, and campaign hierarchies intact. The integration reflects the way your fundraising workflows operate, not the other way around. Most teams find that Omatic Cloud makes their existing CRM investment more valuable, not more complex.