# Page 2 | Omatic Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Omatic Cloud ## Showing most helpful reviews Showing 26-50 of 115 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BE Bridget E. Donor Services Coordinator Individual & Family Services Used the software for: 1-2 years ### "IOM changed my work life" June 3, 2021 5.0 I just love IOM. I am able to get large numbers of gifts into our system quickly during our busiest time of the year. And we update RE with MailChimp campaign activity, subscribers, unsubscribers, and adding new emails into MailChimp. AND Omatic Support is great - timely, responsive, and so friendly! Pros The best thing is the auto-matching to existing records, with the ability to set what it matches on and when to ask you about it before importing. Before IOM we used the Net Community part (RELO) and it took FOREVER to one-by-one match records. 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! 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. So efficient! Cons The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match. So then I spend the time going into the record to see how they are connected, only to discover that they aren't - it's just an expired address. There's no way to search only on active addresses. Reason for choosing Omatic Cloud Great reviews, better system, more functionality. Review Source KB Karen B. Donor & Data Systems Coordinator Hospital & Health Care Used the software for: 2+ years ### "We spend more time with donors and less time with spreadsheets" December 12, 2017 5.0 Reduced hand-data entry. Reduction in errors. Increased flexibility. Pros I no longer have to prep my spreadsheets for my regular imports. I occasionally forget how amazing of a statement that is. Virtual data fields and dictionaries can be set up ahead of imports, including the ability to skip records that meet certain criteria. It matches or creates records, addresses can be old or slightly different--I choose when to update or ignore It matches on "close" names, if I want it to. I have fewer multi-pass imports, because so many more things can be done with each pass. But the biggest thing is that we are able, with the same number of staff members, to better customize our donor solicitations because we don't have to spend hours and hours pouring over column over column in thousands of lines of spreadsheets. Omatic lets us customize based on what we already know about our donors, which gives us time to continue learning more about them. Cons It's sophisticated and robust. Which means if you're someone who hates instructor-led training and just likes to click around to learn, it will take you ages to learn everything it can do. It's SO incredibly customize-able--it will suggest but not dictate for many fields--that people who want full functionality without a learning curve are going to flat-out miss out on all the things it can do for you. If you are constantly in a work environment where you feel it's easier to do something the slow, hard way than figure out an easier way--if there is never an opportunity to slow down and learn something new--you won't realize its full benefits. Review Source JC Josh C. Database Manager Higher Education Used the software for: 2+ years ### "ImportOmatic review" December 21, 2020 5.0 We import thousands of gifts and constituents every week with ImportOmatic. We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data. We also use it for data cleanup - export data from RE, manipulate it in the spreadsheet, and then reimport it to clean up the records. Pros We've used ImportOmatic for years to streamline our import processes - rather than having to use several different RE processes, we can use a single file and a single import process to add/update records. The ability to set up import dictionaries and use the API to manipulate the imported data is tremendously useful. Cons I don't have much in the way of cons. ImportOmatic does a great job of addressing some core weaknesses of RE. It's allowed us to function with RE without having to maintain our own custom solutions. Review Source Response from Omatic Software December 22, 2020 Hi Josh, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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. TH Tim H. Donor Records Clerk Non-Profit Organization Management Used the software for: 2+ years ### "A Real Time and Headache Saver" February 22, 2019 5.0 ImportOmatic has enabled me to import lists of constituents, with their address info, multiple phone numbers and email addresses, multiple pieces of education, and multiple constituency codes all in a single import, without ever needing the Import ID. ImportOmatic has saved me all kinds of time and frustration in importing data, doing comparisons, creating queries of external lists. If given the choice between doing a traditional import or using IOM to do my imports, I don’t think I can imagine a scenario where I would choose the traditional import method. Pros It gets data of all kinds into Raiser's Edge much easier than with the traditional import process. And it can import a plethora of vastly different types of data in a single import. Not needing an Import ID for every import makes comparing lists of incomplete information received from external sources against my database a much simpler process than the traditional method. From there, I'm given all kinds of control in whether I want to update the information we have on hand, or simply create a query of people off that list (or both). I can either automate individual options (or the whole thing) or go through them one at a time for full control. Cons My only small gripe about ImportOmatic is the initial learning curve made figuring out how to use it a bit tricky. When we got IOM some 3 years ago and I was setting up my first few imports... that was a somewhat confusing challenge to navigate all the possible options (even with training). Now that I've been using it for a while, they've improved that process quite a bit and I'm able to get even more types of data in than I initially was. I also have several templates built at this point that allow me to get my complex datasets into Raiser’s Edge with minimal need to build a new import every time. Review Source JH Jamie H. Manager of Support Services and Consultant Fund-Raising Used the software for: 2+ years ### "ImportOmatic is vital for Raiser's Edge" December 12, 2017 5.0 The ability to import records into Raiser's Edge more easily and seamlessly than with any other product or Blackbaud feature. Pros ImportOmatic is the most flexible and precise importing tool available for Raiser's Edge. It integrates seamlessly and makes possible the importation of both new and established records in Raiser's Edge at the same time. As a Raiser's Edge power user and consultant, my first order of business before beginning any major project in Raiser's Edge is to make sure I have ImportOmatic available. Beyond the base package of ImportOmatic, the ImportOmatic connector for Luminate Online to Raiser's Edge is the best connector available. I prefer to use this connector over the Blackbaud version as it is much more flexible. Cons I wish ImportOmatic did a better job of matching phone NUMBERS to established constituents, rather that just phone TYPES. It is my biggest aggravation with this product, and I hope it is resolved soon. I also find the address scoring feature (for matching an incoming address to a constituent's current address) annoying at times because a +4 on a ZIP code will significantly impact the similarity score between addresses, thereby requiring more "touching" of the record than necessary. That said, ImportOmatic is still way better at both of these types of processing that other products. Review Source MT Michele T. Manager of Database Operations Higher Education Used the software for: 6-12 months ### "Improved Gift Entry" December 1, 2020 4.0 The process working with our rep and getting us up and running was pretty smooth. The training was probably the most frustrating trying to find 3 hour blocks of time to get the training and profiles set up. We are actually scheduled for more profile builds for the events and have purchased ScoreOmatic as well and will be getting that set up after the first of the year. Pros This software has made the entering of gifts and constituents much easier and faster. It was a learning curve, more so because our online donation forms are intricate. I have saved valuable time and paper using this software. I wish we had done this sooner. Cons I think what I need is there. It is just learning to use them and the profiles effectively. I don't have anything negative to say. I think most of my issues are actually with our forms and trying to figure out how to incorporate them into the profiles correctly. Reason for choosing Omatic Cloud Word of mouth from other clients at the BBCON conference and the reps there. I did not look at any other products. Review Source Response from Omatic Software December 2, 2020 Hi Michele, 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. CB Clint B. IT Support Non-Profit Organization Management Used the software for: 2+ years ### "The missing interface that you didn't know how much you needed" December 1, 2020 4.0 A bit of a learning curve, but way easier to learn then trying to do a manual batch import into RE. 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... That's why omatic has a niche, and I think it's an essential add-on for any organization that uses RaisersEdge. The bonus is it's extensibility to serve as the import interface between pretty much anything and RE. Pros The matching algorithm - the software allows you to tweak the settings to precisely determine what is a matching record and for possible matches at what score or threshold level to prompt for user interaction to step in and make that determination if it's not so obvious. Cons interpreting errors when you generate exception logs- the log captures what looks like java runtime exceptions and most end users are not programmers, so if you can't decipher what the error actually is, you're only option is to search the KB articles or put in a support ticket. I think there needs to be an interpreter software piece that can read in those exception logs and provide something a bit more human readable- I think we spend more time trying to decipher the error logs then actually running the automated process- so is it truly saving the end user time? depends on how many errors there are... Review Source Response from Omatic Software December 2, 2020 Hi Clint, thanks for leaving us a review! We're glad that you're pleased with your experience. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. If you have further issues, our Customer Success team would be more than happy to help! Thank you for your kind words and we look forward to hearing from you again. DS Donna S. Donor Database aManager Non-Profit Organization Management Used the software for: 2+ years ### "Indispensable Tool" December 21, 2020 5.0 We've been able to achieve our goal of having ALL gift data recorded in Raiser's Edge, not just names and totals. With events of $3 million, it's essential to use this data for more than just the recording of gifts. It's used to import team, participant and area info from Classy which helps us in too many ways to list. Pros We like to import ALL data from ACH deposits, from multiple revenue streams. Having IOM allows us to do that after an initial setup and some maintenance. It would be time-prohibitive without the tools. Cons I would like to be able to add to the dictionary on-the-fly. Reason for choosing Omatic Cloud Omatic was recommended by Blackbaud and other current Omatic users. Review Source Response from Omatic Software December 22, 2020 Hi Donna, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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. JC Julie C. Senior Director of Operations Non-Profit Organization Management Used the software for: 2+ years ### "Data Import" December 1, 2020 5.0 Pros Once the dictionaries and import files are programmed, the data easily transfers to Raiser's Edge daily. The online programming assistance helps with setting up the forms since we are not programmers. Cons Setting up the import forms can take time and every field needs to be mapped correctly. Once the form is set up, then the ease of use is amazing. Reason for choosing Omatic Cloud Omatic works well with Raiser's Edge and Luminate and makes our import seamless. Also, we can use it with other software using any data coming from csv or excel files. Review Source Response from Omatic Software December 2, 2020 Hi Julie, 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. ER Evan R. Donor Dev. Specialist Non-Profit Organization Management Used the software for: 6-12 months ### "Great Integration for Classy-Salesforce " January 22, 2021 5.0 I highly recommend this product! Our non-profit has only positive things to say regarding Omatic Cloud Software. Considering that we are to small to have a formal IT department and do not have a Developer on staff- this eases burden, permitting us to focus our efforts on mission. In 2020, that meant feeding over 6.5 million meals to families whose livelihoods were drastically impacted by Covid-19. Pros The support team aiding in set-up made the process seamless. This system has not only reduced duplicate data within our CRM by 95%, but has increased confidence amidst our organization’s leadership with CRM reporting. Cons I found it somewhat challenging to asses platform error messages. Having an online reference for error messages with troubleshooting measures would be a great resource for consumers. I believe it would not only build confidence through understanding data flow, but also cut back on need of tech support with issues that may be resolved by the user. Review Source Response from Omatic Software January 25, 2021 Hi Evan, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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 Specialized Gift Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "ImportOmatic Makes Batching Easier" February 15, 2019 4.0 I love it and recommend it. It makes using Raiser's Edge much easier and is a tremendous improvement over Raiser's Edge import. Pros I love the review of constituent records vs incoming information and the ability to make very specific changes to records before committing import. It's much easier than reviewing record by record in Raiser's Edge batch and going through at least 2 tabs per record. It also makes it possible to edit a batch in a spreadsheet or other database software vs using Batch. Cons Some of the updates caused a loss of attribute information or the need to create more than one profile, but it seems like these unexpected outcomes are corrected in later updates. Review Source JH Judy H. Database Specialist Fund-Raising Used the software for: 2+ years ### "ImportOmatic Review" February 26, 2019 4.0 We have an annual fundraising event where we sell cards to individuals where those cards can be used to receive a 20% discount on items purchased at over 750 retailers during a specific 10 day period. The volume of cards sold is huge, and every card sold has the purchaser info contained on the sales form (contact info). The data on each sales form must be entered into Raiser's Edge. Using ImportOmatic to export sales data entry info through our website into a csv file which is then imported using the scheduler tool has been a tremendous time saver and allows the info to flow into Raiser's Edge on a much quicker basis. This gives us access to potential new donors on a much more timely basis for use with our other appeals. Pros With the use of the scheduler tool in conjunction with the ImportOmatic software tool, large volumes of data can be imported into Raiser's Edge without the need for touching each record...only those records that don't conform to the screening criteria need human touch. This greatly reduces the amount of time needed for volume imports. Cons Sometimes the complexity involved when setting up a good configuration for a template can be a real challenge. It is a delicate balancing act to get a template set up that is tight enough not to reject a high volume of records versus not enough tightness that results in too many records being imported that really did need some human touch. Review Source IT Iris T. Constituent Reporting Analyst Higher Education Used the software for: 2+ years ### "Easy to use for non-technical user" January 22, 2021 5.0 I'm very satisfied with Import Omatic. It works well with RE/NXT. Although there is already a RE Import in the database version, Import Omatic provides a more flexible and easy to use for any non-technical user. Pros It is a great a great platform for RE and NXT for data import. Our department relies on Omatic daily. The best part is the customizable set up on different module to check duplicates. Duplicates is always the issue in our database. The data dictionary and static field can be re-used and cut our development time half every time we create a new job. Cons Automation in RE desktop version is not available. Review Source Response from Omatic Software January 25, 2021 Hi Iris, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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. GH George H. Technical Data Analyst Education Management Used the software for: 2+ years ### "The right Raiser's Edge tool for the job" February 22, 2019 5.0 I'm using ImportOmatic to append or update data to the Raiser's Edge for data integrity and accuracy. The data is then used for fund raising and prospect research. Pros The ImportOmatic tool saves me time by skipping the Blackbaud Raiser's Edge import process. The tools allows me to address Raiser's Edge importing issues. This tools has saved me a tremendous amount of time and allowed me to get me job done. Without this tool, I would not be able to complete several of my projects. This tool is hightly recommended if you are serious about moving data into Raiser's Edge. Cons This software has a steep learning curve. I wish there were short 5-10 minute Youtube videos to address advance processes so I can just watch and learn. (ie. remove attribues fields, names matching, scoring, etc.) This saves me a call to Omatic or refer to the 793 page user's guide. Review Source VR Verified Reviewer Database Specialist Higher Education Used the software for: 2+ years ### "ImportOMatic for Raiser's Edge " February 15, 2019 4.0 ImportOMatic and Omatic Softwares are valued software providers that have reduced our processing time. The ease of use has allowed us to widen the scope of data that we include in our Raiser's Edge database. Pros Works seemlessly with Raiser's Edge. The duplicate search features and dictionaries drastically reduce the amount of time spent on manipulating data sets that we are importing into our database. Cons In interface could be more intuitive to allow for less training of new users. Review Source CP Candace P. Database Administrat Hospital & Health Care Used the software for: 1-2 years ### "Usability" December 21, 2020 3.0 The Omatic trainers and customer service teams are amazing. They're super quick to respond to cases and easy to work with, in general. Pros We are so appreciative of the Profiles we were able to build during our training sessions. These have helped us immensely when pulling into RE event registrations or donations from our website. Cons We are finding that there seems to some gifts that don't import through from our website and sustaining gifts are also hit-or-miss whether they're pulling through correctly (or at all). We continue to work with Customer Support to try and identify these issues and resolve them as quickly as possible. Review Source Response from Omatic Software December 22, 2020 Hi Candace, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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. KL Kim L. Director, Shared Services Non-Profit Organization Management Used the software for: 2+ years ### "If you have RE - then you NEED to have Omatic" January 22, 2021 5.0 Pros Importomatic is the single most important third party upgrade to RE. Simple to use - it has saved us thousands of hours in importing and has helped tremendously in keeping our database clean. Cons Setting up configuration files can be tricky and you really need to know what each type of import needs in terms of required fields. Review Source Response from Omatic Software January 25, 2021 Hi Kim, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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 COO Non-Profit Organization Management Used the software for: 1-2 years ### "Saves so much time!" May 6, 2021 5.0 Positive! Now that I fully understand how to use this product it has saved me a significant amount of time and effort Pros This tool, when used correctly, can save you hours upon hours of data entry time. Super helpful and runs really well Cons It can be difficult to learn and get the hang of, and there is a lot of coding and programming that goes in to making the software work that can be prohibitive. Review Source VR Verified Reviewer Business Systems Analyst - Advancement Higher Education Used the software for: 2+ years ### "Powerful tool" February 17, 2019 4.0 Omatic helps us uploade data from our Phonathon software to RE every day. We can now bring in our new student record into RE in weeks rather than months Pros It provide us with the ability to automate many of our import needs Cons Some of the options are not as intuitive as one would think Review Source AF Anne F. Development Associate Telecommunications Used the software for: 2+ years ### "Good product" December 1, 2020 5.0 Pleasant Pros I like that it really saves me time. I spend less time each day matching records up than I would without omatic. Cons I wish that it could match up non-exact addresses, but I know there are limitations with that. Review Source Response from Omatic Software December 2, 2020 Hi Anne, 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. SM Sarah M. Development associate Non-Profit Organization Management Used the software for: 2+ years ### "A great help!" December 7, 2020 5.0 Pros I love that I can import my daily donations with ease. Saves me a lot of time during the day. Cons Sometimes updates will mess up my imports and I have to go through and figure out where the disconnect is happening. Review Source Response from Omatic Software December 8, 2020 Hi Sarah, 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. GB Glynis B. School Outreach Manager Museums and Institutions Used the software for: 1-2 years ### "Changers to features reduced useability" December 21, 2020 4.0 We use Omatic to automatically pull queried information from Blackbaud Altru to Luminate Online for scheduled emails. Pros Omatic has fantastic customer support, and their representatives have worked hard to make the software work for us. Cons There are features that were once available and have been removed as the focus of Omatic has shifted, and the loss of these features have left us with little reason to keep using Omatic. Review Source Response from Omatic Software December 22, 2020 Hi Glynis, thanks for leaving us a review! We are glad that you're pleased with your experience, both with our products and support staff. We put customer experience and satisfaction as our priority, we'll pass your comments along to see if we can continue to provide additional support. Thanks for your kind words and we look forward to hearing from you again. SS Sudha S. Database Coordinator Education Management Used the software for: 2+ years ### "Great Software" December 2, 2020 4.0 Great Pros Easy to use and is an excellent data migration tool. Cons Mapping fields differently labelled to the original record fields. Review Source Response from Omatic Software December 3, 2020 Hi Sudha, 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. BK Beth K. Donor Relations Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Cutting out the Middle Man" December 22, 2020 4.0 Everytime I have reached out for help I've been pointed to addtional resources, which is helpful. Pros I like that this was already a partner with Raiser's Edge and the designers had a good understanding of data mangement and the Raiser's Edge. With training I've been able to utilize omatic to import info into RE and create new imports. Cons There are so many nuances and details. It would be nice to be able set defaults, like anytime a zipcode is imported it is the end result is the same no matter the import. Reason for choosing Omatic Cloud Omatic connected to or was flexible to be the other software we utilize as an organization. Review Source Response from Omatic Software December 23, 2020 Hi Beth, thanks for leaving us a review! We are glad that you're pleased with your experience both with our products and support staff. 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. RS Robbin S. Gift Processing Specialist Health, Wellness and Fitness Used the software for: 2+ years ### "Useful tool for data management" December 1, 2020 5.0 I use Omatic software to help identify possible duplicate records within our database. The thorough analysis makes it manageable to verify the information and thereby merge records for more useful record management. Pros I like that I'm able to use Omatic software to help troubleshoot problem areas in our database so that our information is correct and relevant. Cons Occasionally the software can contribute to our database running slower, but only during high-traffic periods within our company. Review Source Response from Omatic Software December 2, 2020 Hi Robbin, 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. Similar Products Featured