Integrating Raiser’s Edge (RE) with Luminate Online (LO) has become essential for nonprofits aiming to deliver seamless, data-driven donor engagement. Omatic Software offers two powerful, related tools—Omatic Cloud and ImportOmatic—that help bridge these platforms, ensuring data flows smoothly between RE and LO. Here’s how the Omatic Luminate Connector bridge these systems, the benefits of this integration, and tips for making the most out of both tools.

Why Integrate Raiser’s Edge and Luminate Online?

For nonprofits, engaging donors requires consistency across every interaction. Raiser’s Edge serves as a comprehensive donor management system, allowing organizations to track and manage detailed constituent profiles, while Luminate Online focuses on online engagement, providing features like email marketing, online giving, and event management. However, when data in these systems becomes disconnected or out of sync, it can lead to inefficiencies, missed opportunities, and a disjointed donor experience.

By integrating RE and LO, nonprofits can:

• Maintain Accurate Donor Profiles: Keep track of each donor’s history and preferences across both platforms.

• Support Consistent Engagement: Ensure every outreach effort—whether it’s an email, appeal, or event invite—is based on the latest data.

• Streamline Fundraising Efforts: Enable data-driven decision-making and avoid manual data entry and reconciliation tasks.

How Omatic Cloud and ImportOmatic Facilitate Integration

The Omatic Luminate Online Connector is designed to create a reliable, consistent data bridge between Raiser’s Edge and Luminate Online. Here’s how both Omatic Cloud and ImportOmatic support the integration:

Omatic Cloud: Real-Time, Cloud-Based Data Integration

Omatic Cloud is a cloud-based integration platform that connects RENXT and LO for real-time data syncing. Here’s how Omatic Cloud plays a role in this integration:

1. Real-Time Synchronization: Omatic Cloud allows data to be synced automatically between RE and LO, so updates made in one system appear almost immediately in the other. If a donor changes their contact information in Luminate Online, for example, Omatic Cloud can sync this update to RE without manual intervention.

2. Automated Workflows: Omatic Cloud’s customizable workflows help nonprofits tailor the data flow to their specific needs. For instance, a nonprofit may set up workflows to sync data after particular triggers, such as a completed online donation or a newsletter sign-up. These automated workflows minimize the need for manual data transfers and reduce the risk of human error.

3. Data Transformation and Mapping: Omatic Cloud offers advanced data mapping options that allow organizations to specify how fields from Luminate Online should match fields in Raiser’s Edge. For instance, LO’s “Member ID” field can be mapped to RE’s “Constituent ID” field, ensuring data aligns accurately between systems.

4. Data Consistency and Scalability: Omatic Cloud provides scalable support for larger databases and high transaction volumes, which is essential for growing nonprofits with extensive donor databases. This scalability is critical for sustaining data integrity as online engagement efforts increase.

   
   

ImportOmatic: Streamlined Imports with Data Cleaning

ImportOmatic, an RE database solution, enables nonprofits to import data from Luminate Online (and other platforms) into Raiser’s Edge with speed and accuracy. Here’s how it supports the RE-LO integration:

1. Data Deduplication and Standardization: ImportOmatic has built-in data-cleaning features that prevent duplicates and inconsistencies, keeping the RE database organized. This is particularly useful when importing large volumes of online donations, event registrations, or new supporter information from Luminate Online.

2. Customizable Field Mapping: ImportOmatic’s field-mapping options let organizations define exactly how fields in LO should map to RE, supporting tailored data imports. This is especially helpful for fields that don’t have direct equivalents, as ImportOmatic allows for flexible, customized mappings to capture all necessary data.

3. Predefined and Automated Workflows: ImportOmatic users can save time by setting up predefined workflows for common import tasks. For instance, importing LO donations into RE can be automated, reducing repetitive tasks for staff and ensuring timely updates.

4. Integration with Omatic Cloud: While ImportOmatic and Omatic Cloud are valuable individually, they’re even more powerful together. ImportOmatic can be configured to work alongside Omatic Cloud, helping to enrich or supplement data during the import process while maintaining synchronization with LO.

   
   
   
   

Benefits of Using Omatic Cloud and ImportOmatic Together

While each tool brings unique benefits, using Omatic Cloud and ImportOmatic in tandem provides a comprehensive solution for RE and LO integration. Here are some of the advantages of combining the two:

1. Enhanced Data Quality and Accuracy: Omatic Cloud’s real-time syncing, combined with ImportOmatic’s data-cleaning capabilities, ensures a consistently clean and accurate donor database. Reducing duplicates and errors improves donor insights and helps prevent mistakes in donor communication.

2. Streamlined Operations: Automated workflows across both tools cut down on manual data entry and reconciliation. With RE and LO synced, data flows smoothly across systems, allowing development teams to focus on high-impact tasks rather than tedious data management.

3. Improved Donor Engagement: Real-time syncing allows fundraisers to access the most up-to-date data, enabling prompt acknowledgments, timely thank-yous, and personalized outreach. Acknowledging donations quickly and recognizing supporter milestones helps strengthen relationships and boost donor retention.

4. Stronger Reporting and Insights: A synchronized RE-LO integration enables comprehensive data analysis and reporting. Nonprofits can analyze campaign performance, track donor journeys, and make informed strategic decisions based on complete, reliable data.

5. Increased Scalability: For growing organizations, Omatic Cloud and ImportOmatic support scaling by enabling the synchronization and import of larger data volumes. As nonprofits expand their online engagement and fundraising, this scalability is crucial.

   
   
   
   

Tips for Maximizing Your Omatic Cloud and ImportOmatic Integration

1. Prioritize Essential Fields for Mapping: Focus on aligning essential fields, such as donor IDs, contact information, donation history, and communication preferences. This will ensure consistency across your core donor data.

2. Set Up Automated Workflows for Key Processes: Automate data syncing for tasks that occur frequently, such as importing online donations or updating contact preferences. This saves time and keeps data up-to-date with minimal effort.

3. Leverage Data Cleaning Features: Use ImportOmatic’s data-cleaning tools to remove duplicates and standardize data formats. Clean data improves the accuracy of your communications and reporting.

4. Test Workflows Regularly: Regular testing ensures that all mapped fields are syncing correctly. Run test imports to confirm that your settings are working as expected, and adjust workflows as needed.

5. Engage Cross-Department Collaboration: Make sure your marketing, fundraising, and data teams are involved in setting up workflows and mappings. Different teams may have unique data needs, so collaboration ensures everyone has access to the data they need.

6. Train Staff on Workflow Management: Training ensures that your team understands how to use Omatic Cloud and ImportOmatic effectively. Regular refresher training can help teams stay up-to-date on best practices.

7. Monitor Integration Performance: Review the performance of your Omatic workflows and imports periodically. This helps identify any integration issues early and ensures that data quality remains high.

So Remember

Using Omatic Cloud and ImportOmatic to integrate Raiser’s Edge with Luminate Online offers nonprofits a powerful solution for unified, data-driven donor engagement. By automating data syncs, cleaning records, and streamlining imports, nonprofits can maximize their fundraising impact and create consistent, personalized donor experiences. For organizations looking to enhance their data management and online fundraising capabilities, the Omatic Luminate Connector through Omatic Cloud and ImportOmatic provides the tools necessary to achieve a seamless, scalable integration. With these tools, nonprofits can focus on what truly matters: building relationships, driving donor engagement, and creating meaningful impact.