Our Data Converters let you manage your financial data imports without compromising on ease and precision.
Your data, whether finance details or donation information, coming from third-party sources can look disorganised and might take hours to streamline. But not with our Data Converters feature that comes with Converter and Transform Rules for different data types.
Converter for Finance Data Imports empowers charities to standardise raw financial data, and Transformers for Donation Data Imports create tailored import rules to ensure compatibility with Engage's import requirements.
Optimise your import operations and data standardisation process with our Data Converters and enjoy a smooth data flow into your Engage CRM system.
Features
- Converter for Finance Data Imports: Standardise financial data imports by transforming raw data into a format compatible with Engage's requirements.
- Enriched Data Sets: Add essential fields like donation item, location, theme, and stipulation to the raw data sets from third-party sources, ensuring completeness for donation records in Engage.
- Transformers for Donation Data Imports: Create local rules for donation imports, ensuring that data from third-party sources meets the primary fields required by Engage for creating donation records.
- Tailored Import Rules: Set different transform rules for various datasets imported into Engage, tailoring the output based on specific criteria, such as donation source or campaign URL.
Benefits
- Streamlined Data Standardization: Simplify the process of standardising finance data, saving charities time and effort by automating the conversion of bank details into Engage-compatible formats.
- Enhanced Data Completeness: Ensure all necessary fields are included in donation records, reducing the risk of errors and improving the accuracy and integrity of financial data coming from third-party sources into Engage CRM.
- Customised Data Management: Flexibility to manage data imports by allowing charities to utilise Transform rules according to their specific needs and the nature of the data being imported, enhancing efficiency and adaptability.
Cost
This setup requires a single payment with no recurring charges.
Requirements
To implement this solution, you will need to:
- Provide the original financial payout files (e.g. from Sage or Xero).
Time Required
2-3 days
