Overview
Fundraise Up integrates with Kindful. Fundraise Up is an online fundraising platform dedicated to giving your donors a great experience while making it easier and more rewarding for them to support you. This article explains how to connect the two applications and map your data.
Connect the Apps
To start the connection between Kindful and Fundraise Up, you can start in either app.
To connect from Kindful:
Select Apps > App Directory.
Locate the Fundraise Up card.
Connect the two applications.
To connect from Fundraise Up:
Select Settings > Integrations > Kindful.
Click Connect Kindful.
Sign in to Kindful.
Authorize the connection between the apps.
Configure the Integration
To configure Kindful settings in Fundraise Up:
Sign in to Fundraise Up.
At the upper right, select your profile.
Select Settings.
From the Settings menu, select Integrations.
In the Kindful section, select Settings.
General Settings
On the General Settings tab, configure these settings.
Sync Test Data
Enable this to see all test data that you generate in Fundraise Up to be sent to Kindful. You can use Kindful to delete these transactions and contacts after testing if necessary.Update "Has been acknowledged" if Thank You email has been sent by Fundraise Up
Fundraise Up sends a thank you email and receipt for every donation. If this will suffice for the acknowledgment of your donor, you can select this box, and that donation updates in Kindful as acknowledged.Default Comment
By default, Fundraise Up passes some basic data, such as a link back to that specific donation, directly into the Comment notes for the donation. However, you can include as much information as you like by choosing the data you'd like to be automatically added. Click the tag icon and add data.
Note: The Kindful field has a maximum characters of 2,000 characters. You may customize the Comment data as you like; however, we recommend including the Donate Page URL, as this will give you a quick link to the Fundraise Up donation record with full details.
Mapping Rules
By default, you have one default Mapping Rule: Fundraise Up campaign name = Kindful campaign name. If a campaign of the same exact name exists in Kindful, the donation will be associated with this. If it doesn't exist, a new one will be created.
You can add additional mapping. This includes sending Fundraise Up campaign, custom fields, designations, or a static value of your choosing to a Kindful campaign or fund.
Changing a campaign name creates a new campaign. If you want to avoid this, give your campaigns a campaign code (found in Campaign > Settings) that matches your Kindful campaign ID and map these together. The campaign code is the short name that you can assign to your campaign. The campaign ID is the string of numbers at the end of the campaign URL.
Contact Field Mapping (Kindful | Fundraise Up)
If Individual/Person: First Name, Last Name OR if Company/Organization: Primary Point of Contact | First Name, Last Name |
Organization Name | On Behalf Of Company |
Email Address | |
Phone Number | Phone Number (optional) |
Address Line 1 | Street address |
Address Line 2 | Apartment / Suite / Floor |
City | City |
State/Province | -- |
Postal Code | Zip Code |
Country | -- |
Transaction Field Mapping (Kindful | Fundraise Up)
Fund | This is a setting in Fundraise Up on the Kindful Integration Settings |
Campaign | This is a setting in Fundraise Up on the Kindful Integration Settings |
Designation | -- |
Date | Donation Date |
Transaction Type | See the mapping above |
Amount | Donation Amount |
Admin Note | This is a setting in Fundraise Up on the Kindful Integration Settings |
Has Been Acknowledged | This field is set based on Integration Settings > General Settings > Update "Has been acknowledged" if Thank You email has been sent by Fundraise Up |
Non-Tax Deductible Amount | 0 |
Non-Tax Deductible Amount Description | -- |
Special Rules
On the Special Rules tab, you can add rules. For example, you'd like your Fundraise Up Giving Tuesday campaign to map to Kindful Special Giving Days
fund. Fundraise Up automatically pulls in all of the campaigns or funds available in Kindful so you can choose from the list.
Actions
Synchronize
Use this button to import donations from Fundraise Up into Kindful. You can import all donations, or choose a date range. This is particularly useful when you have some donations manually entered in Kindful already, or needed to disconnect for a period of time for one reason or another.
Disconnect Kindful
This will remove all syncing between the two platforms. In case you connect that same account again in the future, we'll remember your settings.
Note: Kindful can display whether a transaction synced via Fundraise Up is One Time or Recurring, but recurring schedules and associated billing profiles are not created in Kindful. The recurring donations syncing in from Fundraise Up will be notated as "Offline Recurring Transactions" and can be filtered for using the "Transaction Type: Recurring" filter.