Data Transformation in Omatic Cloud
What is Data Transformation?
Data transformation is the process of converting data so that it’s consistent, compatible, and ready to use in another platform, CRM, or system of record.
Nonprofit teams spend countless hours trying to keep data consistent—editing records, reformatting fields, or creating custom formulas in spreadsheets. Other integration tools often fall short when it comes to true data transformation, leaving teams to fix what automation missed.
With Omatic Cloud, you define exactly how your data should look and behave as it moves between systems, so it’s automatically in the right format, everywhere you need it.
Transformations: A Nonprofit’s Best Tool for Data Management
State Names
Transform abbreviations such as “ME” into Maine and transform abbreviations such as “CO” into Colorado.
Proper Casing
Ensure consistent capitalization for names, addresses, and all other fields.
Honorific Fields
Automatically populate honorific fields using gender fields — e.g. you can use the “male” field to populate “Mr.”
Gift Amount Calculations
Subtract the fair market value of goods received as part of a donation.
Fund Names
Change public fund names to internal abbreviations — e.g., “Alumni Scholarship Fund” would change to “ALUM_SCHL_01.”
Concatenate Fields
Create one field “Cardholder Name” from two names in a giving form.
New Feature: Custom Code Transformations
Tackle complex data transformation challenges with JavaScript inside Omatic Cloud.
Built for technical users who need more flexibility, the new custom code transformation feature in Omatic Cloud allows you to:
- Apply complex conditional logic
- Perform advanced text manipulation
- Execute layered, multi-step business rules
- Test scripts against sample records before applying
Data Transformations Available in Omatic Cloud
Learn More About Omatic Cloud
Automated Data Cleanup in Omatic Cloud
Put an end to manual data cleanup processes. This focused micro-webinar introduces Omatic Cloud as your automated DBA Assistant, designed to keep your database tidy.
Smarter Imports, Better Data in Raiser’s Edge
Wish you could schedule imports to Raiser’s Edge, run multiple imports at once or work in RE NXT while data processes in the background? With Omatic Cloud, you can.
10 Omatic Cloud Features You Can’t Miss
Get more familiar with Omatic Cloud and the features thousands of nonprofits leverage to deliver integrations and make faster, better decisions with their data.
