# Omatic Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Omatic Cloud the right Fundraising solution for you? Explore 115 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/169386/ImportOmatic/reviews --- Omatic Cloud 4.4 (115) [View alternatives](https://www.capterra.com/p/169386/ImportOmatic/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Omatic Cloud Ease of use 3.9 Customer Service 4.4 ## Pros and Cons in Reviews BE Bridget E Donor Services CoordinatorIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “I also LOVE the ability to have things checked on the records depending on how the data comes in, i.e., if a new donor gift with no address, the "has no valid address" box is checked on the record after IOM imports it.“ June 3, 2021 BE Bridget E Donor Services CoordinatorIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match.“ June 3, 2021 BE Bridget E Donor Services CoordinatorIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “We have an event that brings in 100s of donations weekly and I could never keep up with processing them. But now with IOM, I am on top of them every single day. And therefore, we are thanking our donors EVERY day!“ June 3, 2021 AM Andrew M Manager of Audience DevelopmentNon-Profit Organization Management, 51 - 200 employeesUsed the software for: Less than 6 months. “I always get a large number of exceptions when I import large records and still don't know how to settle them.“ December 1, 2020 SC Sarah C Database and Donor Relations ManagerNon-Profit Organization Management, 51 - 200 employeesUsed the software for: Less than 6 months. “Being able to merge old records with new and standardize information has advanced our practices significantly, allowing us to better optimize our fundraising data to launch successful new appeals.“ December 21, 2020 CB Clint B IT SupportNon-Profit Organization Management, 201 - 500 employeesUsed the software for: More than 2 years. “I honestly believe blackbaud designed certain aspects of their software to be difficult on purpose, so that you'd spend more money on all the add-ons they provide... “ December 1, 2020 MS Mubo S Database AdministratorEducation Management, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I also like that it scans records and suggests if records being imported into Raiser's Edge should be matched with a record already in Raiser's Edge or if the incoming record should be added as new records, etc.“ January 25, 2021 MN MIchelle N Database CoordinatorHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly.“ December 1, 2020 ## Showing most helpful reviews Showing 1-25 of 115 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stephanie U. Senior Director of Operations Non-Profit Organization Management Used the software for: 2+ years ### "Automatic omatic" December 1, 2020 5.0 Not pushy sales people. Willing to show demos and answer questions. Product set up was quick, perhaps too quick. Would have liked the trainer to follow back up with us after our trainings as once we started using the product, we had questions. Pros My organization uses three omatic products. They have continued to show their understanding of our industry and design their products so they are easy to use. The product we have been using the longest is Record Radar. If your fundraisers like to visit geographic areas and want to know who else they can visit, this is the tool you need! Cons They are not pushy at all with their products and I wish they would be more! By this, I mean that I wish I would have purchased this sooner as it has made a world of difference with our data processing team. I do think their implementation could have gone a bit different for import-o-matic. Reason for choosing Omatic Cloud The alternatives we were using were home grown utilizing the database export and import functions and excel files. By switching to the omatic products, we were able to gain efficiency and effectiveness within our team, realigning their responsibilities with other tasks that would move our organization forward. Review Source Response from Omatic Software December 2, 2020 Hi Stephanie, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. MN MIchelle N. Database Coordinator Higher Education Used the software for: 2+ years ### "Importing Made Simple" December 1, 2020 5.0 Overall, my experience with Omatic software has been and continues to be great. The customer service is awesome and prompt. I would recommend this software to others because of the customer service and the ease of use of the software. Pros The most impactful feature of Import-omatic is the ability to create templates that I can reuse. This takes the guesswork out of determining if I have all that I need to run an import and saves a tremendous amount of time. The product is very user-friendly and integration with existing business processes was seamless. Cons I think the most difficult part of using Import-omatic is the regular expressions area of the dictionary. It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly. Alternatives considered [Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/) Reason for choosing Omatic Cloud We chose Omatic over others because it was the best product for the our needs now and later. It is a product that can grow with our organization and still be beneficial. The seamlessness of integrating the product into our donor database, made it a great choose as well. Review Source Response from Omatic Software December 2, 2020 Hi Michelle, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. VR Verified Reviewer Database Manager Non-Profit Organization Management Used the software for: 1-2 years ### "it has been extremely difficult" February 15, 2019 2.0 Update – we are now paying a HJC (Luminate Consultants) and trying to get Blackbaud Professional services involved to assist with resolving omatic group-sync issues. currently seeking professional services combination of RELO and Omatic, as these issue remain unresolved with support. - Run RELO at the same time as Luminate Connector – as the omatic group sync profile is causing too many problems to list - Can either of these tools bring registrants into the events module, prior to bringing the donations over? - Can either of these tools prevent the runaway duplicate situation in Luminate Online? I suspect once group sync profile is fixed, this will resolve itself - Can either of these tools bring constituents over who have not yet made a donation, rather signed up for a newsletter? The omatic constituent import is not working because group sync has overwritten Country from Canada to Cnd and there are thousands of updates (errors) to click through to find one new genuine newsletter subscriber. - What happens to all the monthly donors that were set up with omatic? a return to RELO would break all those subscribers connections to the original recurring gift. - Creating an email group takes 3 hours for 30000 records, everytime annual giving wants to send an email – Omatic says that the only resolution is getting faster internet (RE is hosted by Concourse and Luminate Online is hosted by Blackbaud), who needs faster internet? Pros the promise of ease and time saving sounded great, unfortunately that has not been our experience Cons Luminate Connector is NOT a time saving tool, and profiles still not working months after implementation Review Source Response from Omatic Software February 25, 2019 We are sorry to hear that you've had some issues with the Luminate Online connector. The entire Omatic team is committed to working through these problems with you. Please feel free to reach out to me at marcia.hightower@omaticsoftware.com if you would like to discuss your concerns in depth. I'm happy to help! Marcia LB Lindsay B. Development Non-Profit Organization Management Used the software for: 1-2 years ### "Import Omatic" December 1, 2020 4.0 Pretty good. Help has been quite responsive and I am glad that for the most part they take the reigns. Pros Importing and exporting complete data sets - of constituents, gifts, and survey responses - to/from Raisers Edge and Luminate. Cons Adding and changing import/export criteria/fields can be cumbersome. Alternatives considered [Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/) Reason for choosing Omatic Cloud I was told that Omatic would be more reliable and effective - and have more responsive and hands on customer support. Review Source Response from Omatic Software December 2, 2020 Hi Lindsay, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. Crystal C. Advancement Services Specialist Individual & Family Services Used the software for: 1-2 years ### "Fantastic tool & it makes my job much easier. I can work smarter not harder. The staff are amazing." December 12, 2017 4.0 ImportOmatic allows me to work smarter not harder. I can import files in minutes and know that the information is coming in just the way I want it and not creating duplicate records. I don't have to spend time cleaning each import file because I created a profile once and know that it will take care of the mess for me. Pros Setting up the profiles is fun and the tools (dictionaries, virtual fields, automation) are so helpful. I can add or update constituents within minutes with ImportOmatic instead of spending days doing it manually or worrying about issues with the standard import tool in RE. I can setup and change the matching criteria for profiles depending on my trust issues or trust in the file that I am importing. Being able to assign functions and proper casing within the profile means that I don't have to spend time formatting my spreadsheet every time. The training from the Omatic staff is great. Their training method of showing you how to create a profile, creating one with you, and then a following up call for any questions about additional profiles you created is perfect. Cons It is hard to think of cons because just in the past year Omatic has expanded the features that I had complaints about before. I miss being able to process a whole import no matter what the size under the validation mode. It just added another safety net to the process. Review Source Carlene J. Manager of Advancement Services Used the software for: 2+ years ### "I want more than a one night stand with IOM. I want a long term relationship." December 21, 2017 5.0 I've saved time, money, and headaches from this! Using IOM has allowed me to solve problems which were previously unsolvable! Pros ImportOmatic is totally dreamy. It has revolutionized my job and allows me to import data in ways that I could not even have imagined in the past. It is incredibly flexible and saves me time, headaches, and money, while increasing data integrity through decreasing human error. I've never wanted to make out with a piece of software until I met ImportOmatic. After the demo and trying it out I realized that I didn't just want a one night stand with IOM - I wanted a long term relationship. And here we are.... more than 7 years as a client and two different institutions. IOM and I are still going strong. I have no plans to end my relationship. :) Cons Because the tool is so powerful and flexible there are a LOT of options to set. It is important to go through each of the settings when setting up an initial template to ensure that it is doing everything one wanted from it. But, when it gets tricky, support is there to help as are other users via the forums. Review Source Nancy C. Director Administrative Support Services (aka University Advancement Services) Higher Education Used the software for: 2+ years ### "We've used Importomatic for 5 years...configuration was difficulty, but now easy to use" March 1, 2018 4.0 Streamline out daily import/updates Pros Reliable, bug-free product. Adding/configuring multiple data points/record types makes this a much better solution than the standard Import function of RE. Cons Error messages are non-user-friendly, not easily diagnosed. There is a current bug in 3.5.1.2 that no longer renames the import file after the import is complete. We've had to change our processes until this bug is fixed. Review Source Tom K. Senior Director of Advancement Services Higher Education Used the software for: 2+ years ### "ImportOmatic is an essential piece of software for anyone organization that uses Raiser's Edge." December 12, 2017 4.0 By using ImportOmatic we're able to save an incredible amount of time during our regular imports and we've had a few cases where we could ONLY import data into Raiser's Edge with ImportOmatic. It improves our data consistency and accuracy by automatic scrubbing and correcting the imported data in order to fit our needs and wants. It's a \*must have\* for every Raiser's Edge institution. Pros The software makes importing data into Raiser's Edge much easier and provides a ton of different data scrubbing and logic options. The various functions can end up saving an organization hours, if not entire days of work, depending on their import needs and data file. When we've had questions or suggestions they've quickly been addressed and new functions are being added all the time. Cons This is a serious data import program, so with that comes a certain amount of complexity. It takes a while to get the gist of how it all works and navigating through the various menu systems and options can be a little daunting at first. Review Source Joel A. Record Specialist Higher Education Used the software for: 2+ years ### "ImportOmatic has saved us time on large new constituent and gift entry tasks." February 26, 2018 4.0 Our team has been able to use this software to reduce the amount of person hours needed for several recurring large tasks monthly and through out the year. Pros Using ImportOmatic has allowed us to reduce the number of staffers needed and time taken on our large new constituent loads. It has also allowed us to integrate some third party info into our gift batch processes. Cons Some of the phone and address options are not compatible with our current data handling methods, but that is not necessarily a critique of those options. We've also experienced the need to change the same linking across multiple individual, but related, profiles when there were changes in methods within the source of the data. Review Source Hannah W. Director Of Communications Civic & Social Organization Used the software for: 2+ years ### "Honestly, I hardly ever use it, but when I do it's great." December 18, 2017 4.0 Pros Importomatic is definitely easier to use than Raiser's Edge's import tool. I like the side by side matching function. We have duplicates in our database that I clean out from time to time, so this allows me to makes sure I get the right info on the right record. Cons It's still a little complicated to use. I wish there was a way to make this less jargony, more point and click-ey. I think I made that up... :) I guess what I am saying is I wish there was a tool that was super SUPER easy. I also would like it if there were a pay per use option. I only use it a couple times a year. Review Source DA DeAnn A. Database Admin Non-Profit Organization Management Used the software for: 2+ years ### "Makes Data Work Much Easier" December 1, 2020 5.0 It saves a lot of manual data work and I can't imagine any other way to get the job done now. Pros This wizard makes life so much easier to import data from the lockbox that processes gifts. I have the template all set up so it's just the touch of a button to get accurate information loaded into Raiser's Edge and then send donor thank yous. This cuts down on duplicate records. Cons Setting it up took some work, but now I understand how it works. Reason for choosing Omatic Cloud Familiarity with using it at another nonprofit. Review Source Response from Omatic Software December 2, 2020 Hi DeAnn, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. CM Christian M. Director Non-Profit Organization Management Used the software for: 2+ years ### "Omatic makes things much easier!" December 1, 2020 5.0 My overall experience with Omatic is great. It's a timesaver and a tool that contributes to my efficiency. Pros Omatic has helped me import data into our database in the most effective and efficient way. With the setup of their Profiles/Templates for recurring imports, I can't express how much time it has saved me! My productivity has increased substantially with ImportOmatic and I'm able to focus more on fundraising. Cons This is a powerful tool and with that comes a lot of options that at times can be overwhelming. Luckily, their support team is great and able to assist in a timely manner. Review Source Response from Omatic Software December 2, 2020 Hi Christian, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. SP Simon P. IT Consultant Education Management Used the software for: 2+ years ### "Essential for integrating RENXT to iSAMS" December 1, 2020 4.0 Love utilising it.Often finding it easier to implement something rather than using NXT's Import functionality Pros The software give you the control to add and update data pretty much how we want it in RENXT Cons Deleting fields can be a pain but we can live with it. Reason for choosing Omatic Cloud It was suggested by blackbaud Review Source Response from Omatic Software December 2, 2020 Hi Simon, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. SR Susan R. Reporting Associate Non-Profit Organization Management Used the software for: 2+ years ### "Allows me to import easier than just thru RE7-also has some drawbacks, updating, exceptions report" March 1, 2018 4.0 Easier Importing! Pros I love that I don't have to create ImpID's for every field. I love that it imports so quickly. I love the ease of it. Cons Unable to update. Exceptions report has changed since we started using Connector and now I don't receive why something has exception'd out (list the id that it doesn't see, or if it exception'd out because someone has the record open). During a simply import like adding only an appeal code to an existing record it exceptions out and then wants to add as a full constituent. Review Source Response from Omatic Software March 6, 2018 Hi Susan- Thank you for taking the time to respond! I am sorry you haven't been able to update. I see that you had an open ticket with our Customer Support team regarding this issue but it has been closed. I will have someone else on the team reach out to help resolve this issue. Thanks, Marcia Hightower Customer Success Manager BP Breanna P. Donor Systems Manager Museums and Institutions Used the software for: 1-2 years ### "Very Useful Tool" December 1, 2020 5.0 Pros Omatic accomplishes a critical task -- ensuring our various databases talk to each other -- in a very straightforward way. I'm glad I can rely on Omatic to create these connections across our systems. Cons The interface can be confusing or intimidating for new users. Review Source Response from Omatic Software December 2, 2020 Hi Breanna, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. KW Kelly W. Membership Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Omatic makes Raisers Edge so much more useful" February 15, 2019 5.0 I can't recommend them enough. It adds so much functionality to Raisers Edge. It will let you integrate basically any third party software with Raisers Edge almost seamlessly – from email marketing to volunteer management to online donations. Pros There are a few different import tools for Raisers Edge, but ImportOmatic is the best one by leaps and bounds. The standard Raisers Edge imports work for very basic things, like adding actions, but Omatic is a necessity for anything more complicated. You can add or update name/address/email/phone AND add gifts at the same time. It matches constituents automatically (which actually works well). The best part is that gifts go into a batch, which you can review for accuracy before committing. Cons The only downside to Omatic is that because it does so many things, it is a little complicated. You need someone on staff who is tech savvy enough to setup the imports and troubleshoot if something changes. If you add new fields to a donate page, you have to update the import profile in Omatic, and that takes attention to detail. Omatic has really good training and help articles though. It's all in plain English and doesn't need any special coding. Review Source JT John T. IT administrator Non-Profit Organization Management Used the software for: 6-12 months ### "Excellent tool to import at speed" April 8, 2019 5.0 Partially matching data can be processed at speed with much more acuracy now. So our company is able to create less duplicates going forwards. Pros Most like the wide range of fields that can be mapped in virtual fields to get the data to appear with all the trimmings we like in our database. I like the dictionary function that can be based on text or more advance regular expression converting. Cons Setting up the import profiles can be a lot of trial and error. If I could improve one thing it would be to test run the profile as you craft the dictionary or expressions. On the address block is used as a % match. Would be nice if the whole address was considered in the matching. Review Source MS Mike S. Development Database Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Makes life so much easier" December 1, 2020 5.0 Omatic allows you to do so many things that yes you could do otherwise (for the most part) but it would take a significant amount of time, in other words the time savings have been significant. Pros Omatic makes dealing with getting data into Raiser's Edge so much better. The interface is fantastic to use compared to the import tool that comes stock with RE and it is quite intuitive. We recently expanded our services with Omatic to include their Luminate Online connector for RE and we are very excited to begin using it. Cons Honestly I have no cons personally. It provides so much for your money that I am more than satisfied with our choice of using Omatic! Review Source Response from Omatic Software December 2, 2020 Hi Mike, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. WM Waileia M. Database Manager Education Management Used the software for: 1-2 years ### "Great Fit" February 22, 2019 4.0 We have had a great experience using Omatic. We are integrating data from an older system, with some difficult business processes. Omatic has been able to mitigate some of those processes for us, during the import process. Thereby eliminating the need for extensive weekly data clean-up. Pros For our complex organization, Omatic is a great fit. With the customization one can make, the software can manage almost any situation. Cons At this time, nothing. The software is doing what it is meant to do. Review Source YG YUGANSH G. DATA SYSTEMS MANAGER Computer Software Used the software for: 1-2 years ### "Manage and analyse data better and integrate fundraising " December 1, 2020 4.0 Pros Data imports are quick and reliable and integrating fundraising is great and correct information is imported from the financial system. A powerful software to handle fund accounting, donor or member management, recurring donations and fundraising tools etc. Cons we cannot pause a process in ImportOmatic and data must be exact for format Review Source Response from Omatic Software December 2, 2020 Hi Yugansh, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. EL Erin L. Database and Registration Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Not as "omatic" as I'd hoped" March 1, 2019 3.0 Pros The customer support was the absolute best consultant. They were very knowledgeable and always willing and available to train and troubleshoot. She was the best part of our experience with Omatic. Cons It's not as automatic as the title leads to believe. There is still a lot of manual work and I'm not sure I'm ever using it correctly. Review Source Response from Omatic Software March 5, 2019 Hi Erin- Thanks for taking the time to review your experience with Omatic. We value your input! I love to hear that you had an great implementation consultant. That's wonderful! However, if you are having issues with the product itself, we'd be happy to take a look to make sure you have everything set up ideally. Feel free to reach out to me at marcia.hightower@omaticsoftware.com to get something scheduled. Thanks, Marcia Customer Success Team Lead KR Krystal R. Senior Database Administrator Non-Profit Organization Management Used the software for: 1-2 years ### "Wonderful experience using this software." March 1, 2018 5.0 Pros The profile creation is pretty much seamless. I prefer using ImportOmatci versus the classic RE import option. Cons I wish support had a chat option- creating a ticket is often not the option best suited for my needs at times. Review Source Response from Omatic Software March 6, 2018 Hi Krystal- Thank you very much for taking the time to respond. We are thrilled you've had a great experience with ImportOmatic. Our Customer Support team is always interested in making our clients lives easier. They have some great things on the horizon for 2018! Thanks Marcia Hightower Customer Success Manager HM Hillary M. Systems Program Manager Hospital & Health Care Used the software for: 1-2 years ### "Life saving import help" December 1, 2020 5.0 Pros I spent years using the canned import feature in Raiser’s Edge. Omatic was a game changer by fully automating this process with no extra manipulation required! Cons Not really anything I can point out here. Everything has a learning curve but this isn’t bad at all. Review Source Response from Omatic Software December 2, 2020 Hi Hillary, thanks for leaving us such a wonderful review! We are thrilled that you're pleased with your experience; our staff will definitely be happy to read what you wrote. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to hearing from you again. TM Twila M. Assistant to VP of Finance Accounting Used the software for: 1-2 years ### "Great software!" February 23, 2019 4.0 We are getting our gifts imported from Site Stacker into Raiser's Edge. It saves time so we don't have to key them all in! We love it. Pros Help and upfront training with the ImportOmatic staff. Cons We like the software. It does what we need. Review Source ED Elizabeth D. Data Manager Higher Education Used the software for: 2+ years ### "ImportOmatic - Great Importing Tool" February 22, 2019 4.0 Overall, ImportOmatic is a very good import tool, because when it works it works. It just neatly puts the data in the fields I mapped. I have so much to learn, but I do like working with it. Pros I love that it's a pretty decent tool to easily map your fields to import. I love that it basis your import fields off of your spreadsheet and the fields set up in them. Also, I like that ImportOmatic gives you dictionaries and function settings to set up most common words that are misspelled, or abbreviations you can set up, so that when the system goes through the data, it imports the field into the database in the correct way. Wonderful. Cons As I understand that ImportOmatic wants it so you don't have to do a lot of preparation to the spreadsheet. That the idea is to make sure the system does the work. It's not always clear how to do this. Updating existing education records, adding appeals to a full list.... Review Source Similar Products Featured