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Description
ImportOmatic+ is a cloud-based data integration tool built for nonprofits, streamlining the process of importing and standardizing data from multiple sources into their CRM systems. It simplifies data transformation with customizable mapping, formatting, and conversion rules to maintain accuracy and consistency. The platform includes smart automation features that ensure clean records are directly integrated while flagging any entries that require manual review. Additionally, ImportOmatic+ enhances data integrity by detecting duplicates, validating key information, and resolving formatting inconsistencies. By optimizing donor records and streamlining data management, it helps nonprofits improve engagement, strengthen donor relationships, and maximize fundraising efforts.
Description
Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Mailchimp
Yes
360MatchPro
Yes
Adobe Marketo Engage
No
Bonterra DonorDrive
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Intercom
No
Omatic
Yes
Pipedrive
No
Salesforce
No
Integrations
Mailchimp
Yes
360MatchPro
No
Adobe Marketo Engage
Yes
Bonterra DonorDrive
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Intercom
Yes
Omatic
No
Pipedrive
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$5 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Omatic Software
Founded
2002
Country
United States
Website
omaticsoftware.com/importomatic-plus/
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Product Features
Database
Backup and Recovery
No
Creation / Development
No
Data Migration
Yes
Data Replication
No
Data Search
No
Data Security
No
Database Conversion
No
Mobile Access
No
Monitoring
No
NOSQL
No
Performance Analysis
No
Queries
Yes
Relational Interface
No
Virtualization
No
Product Features
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
