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14 Sep 2017

Using The Raiser’s Edge and Salesforce in Peace and Harmony

Using The Raiser’s Edge and Salesforce in Peace and Harmony
Omatic Software has worked with a number of clients who have determined to effectively use both RE and SF to each systems’ advantage, and we are getting more and more inquiries each month from clients who are using both--or contemplating using both--systems.  The key is proper configuration of both databases, which is needed to support the effective exchange of key data back and forth. Continue reading...
Author: Katie Biondo
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8 Sep 2017

A New Reality: Integrating The Raiser’s Edge and Salesforce

A New Reality: Integrating The Raiser’s Edge and Salesforce
Over the years, we’ve seen a lot of technological innovation that really changed the way nonprofits approached their work. Raiser’s Edge 7 brought unprecedented sophistication to (and established new standards for) fundraising data management when it first came out. Peer-to-peer fundraising was changed forever by Convio. Salesforce’s entry into the sector pushed everyone to think of openness and expansion in whole new ways. (Read More)
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5 Sep 2017

ImportOmatic Settings that Matter the Most for your Imports

ImportOmatic Settings that Matter the Most for your Imports

When building import profiles within ImportOmatic, getting all the fields mapped is usually considered the most labor-intensive part of the configuration process. Once the field mapping is complete with functions and dictionaries applied, it is really tempting to just head straight into your import test... SLOW DOWN! Click here to explore our short list of the essential ImportOmatic profile settings that you should definitely take a moment to consider for any and all profiles you build.

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31 Aug 2017

Client Spotlight: The Church Urban Fund drastically reduces data importing time with ImportOmatic

Before ImportOmatic, the Church Urban Fund was using three different methods—the everydayhero plug-in, the Online Express integration tool, and standard RE import—to import data about their donors, registrants, and attendees. They continued to struggle but quickly determined these were not the right tools for them. Now with ImportOmatic, the CUF has increased efficiency, deduplicated their database, and widened their search capabilities. (Read More)

Author: Katie Biondo
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25 Jul 2017

WealthEngine and Omatic Software Announce Launch of ImportOmatic Connector for WealthEngine

WealthEngine and Omatic Software Announce Launch of ImportOmatic Connector for WealthEngine
WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with Omatic Software and the launch of the ImportOmatic Connector for WealthEngine. The Connector provides nonprofit organizations with a more flexible way to import, map, clean, and customize WealthEngine data in on-premises versions of Raiser’s Edge™, Blackbaud’s leading fundraising and relationship management solution. (Read More)
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11 Jul 2017

Client Spotlight: Wings for Life Uses ImportOmatic to Streamline Their Ecosystem of Data Sources

Client Spotlight: Wings for Life Uses ImportOmatic to Streamline Their Ecosystem of Data Sources
Most organizations have an “About Us” page where you can see their mission statement, history, and key team members.  Wings for Life – UK is no different in that regard, but their page starts with a stunningly simple mission statement. (Read More)
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13 Jun 2017

5 Best Practices to Deploy a Successful Customization

5 Best Practices to Deploy a Successful Customization
Is your organization considering a customization? Before you begin, ensure your team is invested in the following best practices. These steps are imperative for deploying a successful customization! (Read More)
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18 May 2017

Announcing an Easy Way to Connect Classy and Raiser’s Edge

Announcing an Easy Way to Connect Classy and Raiser’s Edge
Until now, those utilizing the Blackbaud ecosystem couldn’t connect with Classy supporter data. You can now sync your data in minutes with the Classy for Raiser’s Edge connector. This connector features easy and automated syncing, custom field mapping and custom duplication prevention settings. While we don’t have a connector between Classy and BBCRM just yet, things are in the works.
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About

Welcome to Omatic Software's blog! We are a Blackbaud Technology Partner that provides a full range of services (consulting, training, etc.) and software solutions. Our focus is exclusively on extending, automating, and integrating Blackbaud software. Through this blog, our team covers a wide range of topics that share an emphasis on helping nonprofit organizations better utilize resources and become more efficient!









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