Currently, Omatic Cloud only allows transformations when importing data into Raiser’s Edge or other connected systems. However, it would be extremely beneficial to have a file-to-file processing option. This would allow users to:

Upload a spreadsheet, apply transformations, and export the transformed data as a new file (CSV, Excel, etc.).
Use Omatic’s powerful transformation tools without requiring integration with an external database.
Improve data cleaning and preparation workflows for reporting, imports, and other external processes.
This feature would save time and expand Omatic Cloud’s usability beyond direct imports. Please consider adding this functionality in a future update!