Givecloud allows you to connect your DonorPerfect CRM to keep all your donor and financial data in one central CRM.
This video is a part of our onboarding series. To find resources to help you launch your Givecloud Fundraising experience, including other helpful videos and our launch checklist, go to onboarding.givecloud.com.
Givecloud allow you to,
pushes all financial transactions into DonorPerfect in real-time, the moment each financial transaction occurs (whether it's online, using a swiper, using the point of sale, recording a cash payment, etc.)
pushes all email registrations or account sign-ups to DonorPerfect as donors.
uses intelligence to match the contact information provided by the donor to their matching DonorPerfect record (read more about this below). If no match is found, a new donor is created.
Payments refunded in Givecloud are pushed to DonorPerfect as adjustments in real-time.
integrate any number of User Defined Fields (UDFs) in DonorPerfect.
How it Works
Every payment interaction creates a contribution in Givecloud. So every time a contribution is created, our robots will try to push that contribution into DP in real-time.
The contribution is pushed into DonorPerfect in two steps. First, the donor is matched or created. Second, each line item on the contribution is pushed as a separate gift to DonorPerfect. Each gift is assigned to the matched or created donor.