Are you tired of spending countless hours managing data? Not with our import functionality!
Instead of putting hours into importing data related to donations, sponsorships, and donors from third-party sources and your own charity website, seamlessly transfer data with our custom Import feature and templates. Experience streamlined data consolidation, automated import setup, and dynamic data management.
Features
- Custom Templates: Seamlessly import data using pre-configured CSV files, facilitating easy transfer from various third-party fundraising sources and platforms like Just Giving and LaunchGood.
- Effortless Data Linkage: Directly link your charity website data through webhooks in JSON format, ensuring real-time data transfer and instant integration with Engage CRM.
Benefits
- Streamlined Data Consolidation: Import function allows charities to centralise all their data within Engage CRM, regardless of its source, enhancing data management efficiency.
- Automated Setup and Integration: Once configured, the import function establishes a direct link between websites and Engage CRM, automating the creation of donation records, accounts, feedback, and more, reducing manual effort for charities.
- Dynamic Data Management: Import status and error notifications are displayed in real-time within Engage CRM, ensuring prompt identification and resolution of any issues while donations are processed seamlessly in the background, maintaining donor satisfaction and communication integrity.
Cost
This tool is available with a recurring monthly subscription fee.
Requirements
To implement this solution, you will need to:
- Provide a list of the third-party sources you wish to import data from (e.g. GiveBrite, Eventbrite, iRaiser etc).
Time Required
2 - 3 weeks to complete
