Overview
Interconnecting systems and platforms – particularly those with different standards, formats, and types of data – can present challenges and headaches for organisations. We understand the importance of streamlining processes and maximising efficiency. And that’s why we’ve developed a custom web app to integrate Donorfy with other applications and platforms, including QuickBooks.
Our custom integrations enable you to synchronise critical data between Donorfy (one of the leading fundraising CRMs; Customer Relationship Management softwares) and other platforms – saving you time, reducing errors, and optimising your financial management processes.
How it works
Our custom web app interfaces directly with the Donorfy API (Application Programming Interface) to extract data from Donorfy, format it correctly, even reformat it if required, and then output it for the platform you need.
For example, data can be delivered as an .IIF file, which can be imported directly into QuickBooks – simplifying and streamlining your processes. As Donorfy is a partner with Xero (a leading competitor finance platform), it does not offer functionality for QuickBooks beyond basic manual transactions exports.
Our Donorfy and QuickBooks integration not only solves the problem of incomplete data, but also removes all the lengthy micromanagement of manual reformatting using spreadsheets. You can read more about how the Donorfy and QuickBooks integration works here.
Tailored solutions
We provide tailored solutions to integrate Donorfy with platforms and applications, based on your organisation’s requirements. We can:
- Work with you to identify the problems you’re encountering with your interoperating and interconnecting systems and platforms.
- Create an integration to select and collate the data from Donorfy you require.
- Customise the source fields, sequencing and formatting which is relevant to your requirement.
- Ensure the final exports are in the relevant format for the application or platform that you need to integrate with.
Pricing
Please contact us for an estimate for a Donorfy integration tailored to your organisation.
Our Donorfy integrations are available:
- Either as a service with a monthly subscription for hosting of the web app integration with ongoing support and maintenance.
- Or self-hosted
If you are having difficulties automating integrations between Donorfy and QuickBooks, or any other platform, please contact us to discuss a solution.
