Data Transformation in Omatic Cloud
Automatically clean, reformat, and standardize data across systems — so it’s exactly how you need it, every time.
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.
Data Transformations Available in Omatic Cloud
Why Work with Omatic
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