Flexible Field Mapping in Omatic Cloud
Map your data your way. Connect the fields that matter most to your mission.
What is Field Mapping?
Flexible Field Mapping in Omatic Cloud gives nonprofits the power to decide how data fields from one system align with another. Whether you’re connecting donor details, campaign information, or gift data, you have full control over which fields connect, which are ignored, and how data is grouped, ensuring every integration fits your organization’s needs, not the other way around.
How Does Omatic Cloud Enable Flexible Field Mapping?
Most native import tools and out-of-the-box integrations take a rigid, one-size-fits-all approach to mapping data. They often only allow limited field mappings and can’t adapt to the custom data structures many nonprofits rely on. As a result, teams spend hours adjusting fields, reimporting data, or manually fixing what didn’t map correctly.
With Omatic Cloud, you can build mappings that reflect your unique workflows. Every integration starts with configurable mapping options that let you choose exactly how source data should flow into your destination system. You can match fields one-to-one, combine data from multiple fields, or apply static values when needed. Once your mapping is configured, you can also save it as a reusable template and ensure that data will move and appear just the way you want it. Every. Single. Time.
Connect Your Systems
Choose the source where your data lives and the destination where you want it to go — whether that’s your CRM, fundraising platform, or accounting system.
See Your Fields Side by Side
Omatic Cloud automatically displays all the fields from both systems, so you can quickly see what data is available to map. You’ll see exactly what data is being pulled in and where it can go.
Configure Your Field Mapping
- Decide exactly how data should flow
- Match fields directly (like First Name → First Name)
- Ignore fields you don’t need
- Add static values to keep data consistent across records
Save and Reuse Mapping Templates
Once your mapping looks right, save it as a reusable Mapping Template. Whenever new imports or integrations are needed, you can apply the same setup instantly. No need to start from scratch!
Adjust Anytime
Your data structure might change, and that’s okay. You can edit, update, or reuse mappings whenever you need, keeping your integrations flexible and up to date.
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