We recently created a solution for a client to integrate Donorfy (CRM) with QuickBooks (Finance).
Many organisations struggle with interconnecting and interoperating systems and platforms, particularly with different standards, formats, and types of data. The issue was that Donorfy is a partner with Xero (a competitor finance platform), and therefore does not offer real functionality for QuickBooks, other than basic manual transactions exports. These exports did not contain the correct source fields nor were the fields in the correct sequence or formatted correctly for the client’s requirements.
We created a custom web app which uses the Donorfy API to pull the required fields and data from Donorfy, format it correctly, and output an IIF file. This can then be imported directly into QuickBooks.
The web app works in the following way:
- Queries the Donorfy API for all sets of data and lists these
- User selects the appropriate data set and a sort option (eg data, reference, etc)
- Fetches data from the Donorfy API based on these criteria
- Formats data into QuickBooks format and using the client’s schema
- Displays a preview of the reworked data
- Offers a download of the finalised IIF file for QuickBooks
This solution not only solves the problem of incomplete data but also removes all the lengthy micromanagement of manual reformatting in spreadsheets.
We can offer tailored solutions to integrate Donorfy with QuickBooks or any other platform that you might require. You can contact us to discuss a custom solution and read more about our Donorfy Integrations service here.