With iDonate, you can meet your supporters where they are in today’s digital world and give them the chance to be generous in the ways they desire.
This article covers the how to connect to iDonate and what the integration is capable of doing.
Connecting to iDonate
To connect your iDonate account to Kindful, head to the App Directory in Kindful. Locate iDonate, and click on Learn More.
You can learn more about the integration here, and when you are ready you can click Connect.
You will be directed to login with your iDonate Admin Email and Password.
Once Successful, you will be asked to Authorize the integration. This will allow iDonate to create and update Contacts, Transactions, Campaigns, Funds, Custom Fields, Groups, and Activity data in Kindful.
If you connect from iDonate directly, this will be what your Authorization screen looks like.
Each time a donor gives using a method within the iDonate platform, Kindful will receive the donor information.
The integration will create contacts that do not currently exist as well as update contacts that do exist.
When transactional data from iDonate is syncing to Kindful, if a Contact isn't found in Kindful with the same iDonate Contact ID, then a new Contact is created in Kindful with a new transaction.
When transactional data from iDonate is syncing to Kindful, if a Contact is found in Kindful with the same iDonate Contact ID, then a new transaction is added to the existing Kindful Contact.
These fields will send updates:
o First Name
o Last Name
o Company Name
o Complete address
o Phone Number
o iDonate unique donor ID
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
o iDonate Custom Note 5 field
Regarding transaction frequency (one time vs. recurring) when syncing in transactions from iDonate, the details of the donation will be in the Admin Note in Kindful. All transactions coming in from iDonate will be shown with the default transaction type of "one time transaction" in Kindful.
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.