Workplace Giving Solutions

Your team knows how to cultivate donors; give them workplace giving data they can use

Workplace giving disbursements shouldn’t require a manual investigation. But when a spreadsheet of employee names arrives with no CRM identifiers, that’s exactly what it becomes. Omatic Cloud resolves donor identity automatically, captures employer matches, handles anonymous donors correctly, so your team has complete donor records they can act on.

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The Problem

A disbursement spreadsheet is not a donor record

Workplace donors are some of the most loyal and valuable supporters an organization can have. But when a workplace giving disbursement arrives, your organization has received money without a way to identify who these donors are, it’s impossible to steward them. Without a reliable, automated process for working through that spreadsheet and placing every gift in the right record, your team is left with a time-consuming, error-prone manual import—or worse, missing this data completely.

How omatic helps

Built for the specific complexity of workplace giving data

Omatic Cloud brings the needs of nonprofits to every part of the workplace giving 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.

Automated Disbursement File Transfers

Omatic Cloud connects data you receive from Benevity, CyberGrants, YourCause, and other workplace giving platforms to pull disbursement files in their native format and move all the relevant data to your CRM—no manual spreadsheet edits or technical expertise required.

Donor Identity Resolution

Workplace giving disbursements frequently arrive with only a name and employer, and no reliable hook back to your CRM. Omatic Cloud’s matching feature is built to work with incomplete identity data, applying fuzzy matching logic to identify the right donor record even when the disbursement file doesn’t provide a clear ID.

Exception Routing and Review Queue

Omatic Cloud routes ambiguous records (including near-matches, partial-name matches, donors that could map to multiple existing records) to a structured review queue so your team can evaluate the options and make the right call with full context. Records in review don’t block the rest of the disbursement from processing.

Employer Match Capture and Tracking

Employer matching gifts are a separate gift type that require their own record with a relationship link back to the employee gift they match. Omatic Cloud handles the full matching gift workflow so the corporate giving relationship is complete and visible in your CRM without manual processing.

Anonymous Donor Handling

Some workplace giving donors opt to give anonymously through their employer program, a privacy preference that needs to be respected in your CRM while still recording the gift accurately for financial and reporting purposes. Omatic Cloud applies configurable anonymity logic, so anonymous workplace gifts are recorded with the appropriate privacy flags.

Configurable Gift Mapping and Fund Attribution

Workplace giving revenue often needs to be designated to specific funds, campaigns, or appeals depending on the employer program or the gift designation the donor selected. Omatic Cloud applies your configured mapping logic to ensure every workplace gift lands in the right fund with the right attribution.

Designed to Work with the Systems You Rely On

Omatic Cloud integrates with the popular workplace giving platforms, CRMs, and financial systems your organization already uses, no advanced technical knowledge required.