iDonate Integration FAQ

 

Overview

This article contains FAQs pertaining to the iDonate + Kindful integration

Linked Articles:

- iDonate Integration


What Syncs between iDonate and Kindful?

Contacts

o First Name
o Last Name
o Company Name
o Complete address
o Email
o Phone Number
o iDonate unique donor ID

Transactions

o Transaction amount
o The type of transaction (example: Credit Card)
o Fund ID
o Fund Name
o Donation Date 

The following items are also sent over to Kindful as a part of the
transaction. This info can be found in the transaction note field in Kindful:

o Embed ID
o Embed Name
o Whether the donor wants to remain anonymous

If the donor paid the fees associated with the transaction:

o Email Opt In
o Additional info
o Designation Note
o iDonate unique Transaction ID
o iDonate unique Transaction Set ID
o iDonate Custom Note 1 field
o iDonate Custom Note 2 field
o iDonate Custom Note 3 field
o iDonate Custom Note 4 field


Do iDonate Recurring Transactions Appear as Such in Kindful?

No, all transactions coming in from iDonate will be shown with the default transaction type of "one time transaction" in Kindful. In the event it is a recurring transaction from iDonate, the details of the donation will be in the Admin Note in Kindful.


Does the Integration Create New Contacts?

Yes, the integration will create contacts that do not currently exist as well as update contacts that do exist.


What Field(s) Does the Integration Look for to Append Info?

We use the iDonate Contact ID to map to existing contacts in Kindful.


Does iDonate sync historical data collected prior to the integration being connected?

By default, it does not sync in historical information.


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments