--- title: Omatic Software Reviews meta_title: 'Omatic Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 116 reviews by the users' company size, role or industry to find out how Omatic Software works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 116 scale: '5' date_modified: '2026-07-14' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # Omatic Software Reviews **Vendor:** Omatic Software **Category:** [Fundraising Software](https://www.g2.com/categories/fundraising) **Average Rating:** 4.6/5.0 **Total Reviews:** 116 ## About Omatic Software Omatic Cloud is the nonprofit integration and data platform, built for everyday nonprofit users by nonprofit professionals who understand your workflows. Nonprofits juggle more systems than ever, creating data inconsistencies across systems. By supporting workflows across fundraising, program management, and financial reporting, Omatic Cloud helps you unlock the power of data to inform decisions, engage supporters, and scale your mission. Omatic Cloud provides: - App connectors for nonprofit tools - Bulk data imports (flat files) into CRM & accounting tools - Data transformation - Data mapping & routing - Data validation & deduplication - And much more! Omatic is backed by a world-class support team, providing hands-on implementation & training to help you get integrations live. Founded in 2002 and headquartered in Charleston, SC, we serve more than 3k social impact customers across Healthcare, Cause & Cure, Higher Ed, K-12, Family & Human Services, Arts & Cultural, and Faith-Based Orgs. ## Omatic Software Pros & Cons **What users like:** - Users value the **ease of use** of Omatic Software, enhancing efficiency with straightforward data imports and excellent support. (8 reviews) - Users value the **automation capabilities** of Omatic Software, significantly enhancing efficiency and saving valuable time. (5 reviews) - Users value the **easy integrations** of Omatic Software, enabling seamless data flow between multiple systems effortlessly. (5 reviews) - Users appreciate the **great customer support** of Omatic Software, noting quick responses and thorough onboarding for all experience levels. (4 reviews) - Users value the **efficient data management capabilities** of Omatic Software, enhancing workflow and simplifying integration tasks. (4 reviews) - Integrations (4 reviews) - Capabilities (3 reviews) - Data Integration (3 reviews) - Users find the **data transfer efficiency** of Omatic Software invaluable for seamless data integration and management. (3 reviews) - Efficiency (3 reviews) **What users dislike:** - Users face a **steep learning curve** with Omatic Software, making initial setup challenging and time-consuming. (4 reviews) - Users find the **difficult learning curve** a challenge, requiring significant dedication to fully utilize Omatic Software's features. (3 reviews) - Users find the **data migration process cumbersome** , complicating updates and transitions to Oumatic Cloud. (2 reviews) - Users face **import issues** with 'Fund' information, leading to setup delays and duplicated contact recognition challenges. (2 reviews) - Users struggle with **migration issues** , including importing 'Fund' data and maintaining relationships during the transition to Oumatic Cloud. (2 reviews) - Not Intuitive (2 reviews) - Users find the **setup difficult** , often requiring significant time and expertise to get started effectively. (2 reviews) - Steep Learning Curve (2 reviews) - Coding Difficulty (1 reviews) - Complexity (1 reviews) ## Omatic Software Reviews ### 1. Flexible Platform, Significant Implementation Investment Required **Rating:** 2.0/5.0 stars **Reviewed by:** David C. | Director of Technology for Learning, Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about Omatic Software?** Omatic showed the potential to automate processes that would otherwise be very manual and offered a flexible integration platform for organizations using systems such as Raiser’s Edge. The consultants we worked with were knowledgeable, responsive, and genuinely invested in our success throughout the onboarding process.From a functionality perspective, the platform appeared capable of handling complex integrations and workflow customization. Performance was generally stable in our experience, and the cloud tools offered a modern approach to automation. The user experience, however, required a significant learning investment, particularly when moving between the newer cloud platform and some of the legacy integration tools.While we did not ultimately implement every workflow we had planned, that was due to a combination of platform complexity, implementation effort, staffing changes, and competing priorities within our organization. For teams with dedicated capacity to build, test, and refine workflows, the product offers considerable flexibility and automation potential.The biggest strength of Omatic is its customization capability and the expertise of its implementation team. Organizations with sufficient internal resources are likely to realize a stronger return on investment than organizations looking for a more plug-and-play solution. **What do you dislike about Omatic Software?** The biggest challenge for our organization was the amount of time, customization, and internal capacity required to fully realize the value of the platform. While Omatic is flexible, we found that many workflows required significantly more configuration and refinement than we initially expected.The onboarding process was helpful, but it was difficult to complete all of the desired workflows within the implementation period. We also found the transition between Omatic Cloud concepts and the legacy Raiser's Edge integration tools somewhat confusing at times, which added to the learning curve. Our implementation took longer than anticipated and, due to a combination of platform complexity, staffing changes, and competing priorities within our organization, we never fully implemented every workflow we had planned. As a result, it was difficult to achieve the anticipated return on investment within our timeframe. Finally, we would have appreciated more contract flexibility. When our organization's technology strategy changed and we decided to move away from Raiser's Edge, there was limited ability to adjust the agreement despite the product no longer aligning with our future direction. **What problems is Omatic Software solving and how is that benefiting you?** Omatic was intended to help us automate data movement and workflow processes that would otherwise require significant manual effort, particularly within our fundraising and Raiser's Edge environment. The primary value proposition was reducing repetitive administrative work, improving data consistency, and creating more efficient integrations between systems. During our implementation, we were able to see the potential benefits of those automations and understand how they could save time in the future. However, fully realizing those benefits required more customization, workflow design, and implementation effort than we initially expected. Due to a combination of platform complexity, staffing changes, and competing priorities within our organization, we did not complete every workflow we had originally planned.That said, the platform demonstrated how organizations with dedicated implementation resources could automate complex processes and reduce manual data management tasks. For teams willing to invest the time required to build and maintain workflows, Omatic has the potential to deliver meaningful efficiency gains and improved data quality. ### 2. Great Integration to transfer data, Suer Great Support—Training HIGHLY Recommended for Best Results **Rating:** 4.5/5.0 stars **Reviewed by:** Frank O. | Donor Services Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Omatic Software?** The software has allowed us to create information flow from one software to another with a lot of ease. **What do you dislike about Omatic Software?** The learning curve was a little bit of a struggle, but that was our fault since we were unable to fully utilize the available training, which I highly recommend taking full advantage of... but the support is also very active and has solved nearly all of our issues. Some issues are not the fault of Omatic since the source of data has not allowed all needed fields to be API, which can create challenges, but still doable. **What problems is Omatic Software solving and how is that benefiting you?** We are able to pull data from our processor into our CRM using Omatic Cloud, without using flat files or manual data entry ### 3. Streamlines Event Registrations Efficiently with Minor Relationship Tweaks **Rating:** 4.5/5.0 stars **Reviewed by:** Steven P. | CRM Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Omatic Software?** I have been using Omatic Software for about three years at my business, and I find it very helpful for updating event registrations, especially since there is no native integration between Eventbrite and our Blackbaud CRM. Omatic Software fills this gap effectively by allowing us to manually input CSV or Excel files and map them into CRM, which is incredibly useful for handling our data. I appreciate the ability of Omatic to bulk add constituents efficiently, as I was able to add about a thousand constituents in one go, which is quite a significant feat. The software also excels in matching event registrants to our existing CRM records, which simplifies our event processes immensely. During the transition from Omatic to Omatic Cloud, I appreciated the intuitive design of Omatic's help articles that allowed me to independently set up formulas needed for the switchover. This aspect significantly reduced the daunting nature of the task, enabling a smooth transition. Furthermore, I find the matching algorithm particularly beneficial; it assists me in accurately aligning data from spreadsheets into our CRM, which is crucial for maintaining our database integrity. Overall, the capabilities of Omatic make data integration tasks much more manageable and enhance operational efficiency. **What do you dislike about Omatic Software?** I find the process of updating relationships in Oomatic Cloud cumbersome and not intuitive, leading to mistaken relationships.","The transition from regular Oumatic to Oumatic Cloud was challenging as it required rewriting formulas, which was daunting due to my lack of experience. **What problems is Omatic Software solving and how is that benefiting you?** I find the product bridges gaps between Eventbrite and Blackbaud CRM, simplifying bulk event registrations and constituent management, making the process efficient and error-free. ### 4. Must -Have tool for importing data! **Rating:** 5.0/5.0 stars **Reviewed by:** Tania v. | Database Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Omatic Software?** I really appreciate how much customization this tool offers when importing data from various sources. Setting up the imports is straightforward, and once they're configured, using them is incredibly simple. It has saved our team countless hours every week! I also really love the onboarding process, it's VERY thorough for users of any experience and the support desk is always very quick to respond. **What do you dislike about Omatic Software?** Omatic Cloud isn't as intuitive as the original ImportOmatic, but it does provide significantly more options for customization. **What problems is Omatic Software solving and how is that benefiting you?** ImportOmatic allows us to import data from multiple sources quickly and accurately, while also avoiding instances of duplicate constituents. ### 5. Time-Saving Automations with Reliable Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Kavya C. | Content Creator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Omatic Software?** Time-saving automations Reliable integrations **What do you dislike about Omatic Software?** Steep onboarding andd setup complex **What problems is Omatic Software solving and how is that benefiting you?** It reduces manual data entry by syncing systems automatically, saving time and lowering errors. ### 6. Omatic to the Rescue **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Omatic Software?** The ability to set up on profile for recurring imports instead of continually adding columns to spreadsheets, the ability to identify duplicates before importing **What do you dislike about Omatic Software?** Can take time to set up initially, the recognition of duplicate phone and email could use some work **What problems is Omatic Software solving and how is that benefiting you?** We use ImportOmatic as a replacement for the native import tool in Raiser's Edge. ImportOmatic is far more intuitive and you can set up profiles for recurring imports. I have saved hours and hours of tedious work with the plain-language mapping in IOM. I finally embraced the cloud-based version about six months ago and I've found myriad ways to automate my data flow between my CRM and Mailchimp. ### 7. Seamless Imports and Great Support, Awaiting Fund Import Feature **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Lead Alumni and Donor Database Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Omatic Software?** Omatic Software has made such a difference in our lives. Once we created the formats in Omatic, the import process for our graduates in Blackbaud Raiser's Edge is almost seamless. Our move to the cloud-based version was easy. Excellen training and customer support **What do you dislike about Omatic Software?** The inability to import 'Fund' information. Once the apis are developed, this will be welcome addition. **What problems is Omatic Software solving and how is that benefiting you?** The ability to import data quickly, efficiently, and accurately. ### 8. Excellent Data Integration, But Processing Speed Could Improve **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Omatic Software?** The wide spread capability for transforming data from various systems. I like having the options to transform data from one system to integrate with another. It is also useful to have a schedule and have it pull from various sources so not all of the importing relies on human interaction. **What do you dislike about Omatic Software?** The amount of time it takes to process or push data can be frustrating. While I understand this isn’t entirely Omatic’s fault, the delay often leads me to continue handling some processes manually because of how long it takes. **What problems is Omatic Software solving and how is that benefiting you?** Omatic addresses the challenge of integrating multiple systems efficiently, ensuring that our data remains consistent across all platforms. ### 9. User-Friendly, Innovative, and Excellent Support—No Downsides! **Rating:** 5.0/5.0 stars **Reviewed by:** Uttam T. | Head of Data, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Omatic Software?** It is user friendly, intuitive, easy to integrate with our CRM, innovative, affordable and great customer service. **What do you dislike about Omatic Software?** Currently it is a third party platfrom rather than builtin within our CRM and the time difference for Australia makes difficult to partake in any webinars live because of the time difference. **What problems is Omatic Software solving and how is that benefiting you?** It is helping mass import data easily saving a lot of time and money. ### 10. Expert Support, But Conflicting Advice Can Be Confusing **Rating:** 5.0/5.0 stars **Reviewed by:** Tony C. | Donor Services Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Omatic Software?** Their knowledge of our products and support **What do you dislike about Omatic Software?** Confusion about the best solution based on differing opinions **What problems is Omatic Software solving and how is that benefiting you?** Communication between unlink software solutions ## Omatic Software Discussions - [What do you recommend for those considering Omatic Software for data integration in the nonprofit sector?](https://www.g2.com/discussions/what-do-you-recommend-for-those-considering-omatic-software-for-data-integration-in-the-nonprofit-sector) - [What is Omatic Software used for?](https://www.g2.com/discussions/what-is-omatic-software-used-for) - [Connecting Classy with Raiser's Edge NXT](https://www.g2.com/discussions/connecting-classy-with-raiser-s-edge-nxt) - 1 upvote - [Do you find it easier to cofigure through importomatic or to download from Luminate fields?](https://www.g2.com/discussions/do-you-find-it-easier-to-cofigure-through-importomatic-or-to-download-from-luminate-fields) - [View Omatic Software pricing details and edition comparison](https://www.g2.com/products/omatic-software/reviews/omatic-software-review-10238048?section=pricing&secure%5Bexpires_at%5D=2026-07-14+21%3A53%3A20+-0500&secure%5Bsession_id%5D=a4d1d129-59bb-4c9e-bc4a-4f402b2e8876&secure%5Btoken%5D=c8c6dd87f7d39535681cf8433a4d04d8a5f063cb91e66dbcab5febf05443ef71&format=llm_user) ## Omatic Software Integrations - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) - [Benevity](https://www.g2.com/products/benevity/reviews) - 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Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics **Management ** - Monitoring & Notification - Routing And Orchestration - Data Mapping - Data Transformation - API Management **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Marketing** - Email Marketing - Direct Mail Tools **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Security** - Data Encryption - Security Standards - Communication Protocol **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Integration Options** - Data Virtualization - Managed File Transfers - Big Data Processing - EDI **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Deployment ** - Hybrid - Cloud to Cloud **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration ## Top Omatic Software Alternatives - 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