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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
API Access
Has API
Screenshots View All
No images available
Integrations
Mailchimp
360MatchPro
Adobe Marketo Engage
DonorDrive
HubSpot CRM
HubSpot Customer Platform
Intercom
Omatic
Pipedrive
Salesforce
Integrations
Mailchimp
360MatchPro
Adobe Marketo Engage
DonorDrive
HubSpot CRM
HubSpot Customer Platform
Intercom
Omatic
Pipedrive
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management