K12 Solutions
Connect Every Family Relationship to One Complete Picture Your Advancement Team Can Trust
When your student information system, parent engagement platform, annual fund tool, and alumni database each hold a different version of the same family, your advancement team can’t build the complete picture of relationships that serious school fundraising demands. Omatic Cloud gives your school the trust in your data foundation to cultivate the relationships you’ve built over time.
Join Peer Organizations 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 that many K12 schools rely on. Here’s what that looks like in practice.
SIS to CRM Integration & Alumni Transition
Automate the transition of graduating student records into your development CRM, with class year codes, activity history, parent relationship links, and family giving context applied before data lands. Ensure every graduate enters the alumni record with the family history that makes future cultivation possible.
Parent Engagement Data Integration
Connect your parent portal, volunteer management, and event platforms to your development CRM so that auction chair involvement, parents association leadership, and event attendance history flow automatically into supporter records. Give your advancement team the visibility to identify your most committed current parents as major gift prospects before their child graduates.
Family Record & Household Matching
Apply advanced matching logic across your SIS, parent platform, and development CRM so that every family (across multiple enrolled children and graduation years) exists as one unified record with the full depth of the relationship visible. Eliminate the duplicate and fragmented household records that accumulate across a family’s twelve-year journey through your school.
Annual Fund & Giving Day Data
Connect your online giving platform and phonathon tools to your CRM in real time so every Giving Day donation, alumni phonathon pledge, and annual fund gift flows in with correct class year codes, campaign attribution, and family relationship records applied before it lands. Speed up acknowledgements and reporting.
Capital Campaign Pledge & Payment Tracking
Connect your capital campaign management tools to your CRM and financial system so that pledge schedules, payment histories, and campaign totals are always current and always reconciled. Give your head of school and board of trustees the confidence to present campaign progress and ensure that your capital ensure campaign gift officers have accurate outstanding commitment data.
Finance & Advancement Reconciliation
Automate the movement of gift, pledge, and restricted fund data between your development CRM and your school’s accounting system, so your business office and your advancement office always work from the same numbers. Eliminate the end-of-quarter reconciliation scramble and give your leadership clean, current financial data that holds up to board scrutiny all year long.
Real Stories from Organizations Like Yours
Bible Society New Zealand Uses Omatic Cloud’s DBA Assistant to Improve Data Integrity and Fundraising Outcomes
For the first time in a long time we’re able to have confidence in our data and make informed decisions. Omatic Cloud has opened up a lot of possibility.
Catholic Charities Boston Saves 10-20 Hours Each Week Managing Volunteering and Fundraising Data with Omatic Cloud
The ease and efficiency of Omatic—I can’t say enough about it.
Community Food Share Improves Donor Communication, Gift Processing, and Impact Reporting with Omatic Cloud
There is so much Omatic can do—you can customize it in a million ways.
InFaith Automates Financial Posting and Improves Accuracy with Omatic’s Post to GL Solution
We were inspired by Omatic’s expertise and familiarity with Salesforce and Financial Edge NXT. We really had the sense that they fully understood the task that we were asking them to do
Popular tools among Omatic customers
Built for the Systems Your Team Already Uses
Omatic Cloud connects the systems that faith-based teams rely on for supporter 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.
I feel like I can’t do my job without Omatic Software. I’m a big Omatic fanatic!
Carlene Johnson, Director of Advancement Services, Dexter Southfield School
FAQs
This is a common structure we see in K–12. Omatic Cloud sits between your systems as a governed data layer, so your registrar and your advancement office don’t need to share systems or processes. IT receives documented data flows, role-based access controls, and an auditable record of every movement. Your advancement office receives clean, correctly mapped records without requiring manual intervention from the registrar’s side.
No. Omatic Cloud lets you define exactly what data moves, how it’s matched, and what transformation rules apply before anything lands in your CRM. Most schools start with a targeted scope including recent graduates, active annual fund donors, or current parents, validate the results, and expand from there. We can help you determine the right starting scope for your situation before any technical work begins.
Omatic Cloud includes SOC 2 Type II and SOC 3 Type II certification, AES-256 encryption at rest, and TLS 1.2 encryption in transit. Role-based access controls limit data access to authorized team members, and every integration is fully documented and auditable. For schools managing sensitive student, family, and financial records, these controls are standard, not optional add-ons.