Working with what you have
Integrations
Connecting other systems you use, and an honest account of what each connection can and cannot do yet.
What a connection means here
That honesty is worth understanding before you plan around an integration. "Connected" and "syncing your data" are different things, and the tool distinguishes them because the alternative is you discovering the difference during a reporting deadline.
Credentials
- Use a service account rather than a personal one where the provider allows it. A connection that breaks when one person leaves is a connection that will break.
- Grant the narrowest permission the integration needs. Read-only is usually enough.
- Disconnect what you stop using. A live credential for a system nobody watches is the definition of an unnecessary risk.
Importing donors from a CRM
The most used thing here is the spreadsheet import for donors and their giving history. It matches against people you already have rather than creating a second copy of everybody, and it shows you the matches it proposes before writing anything. See Bringing your records in.
Read next
- Bringing your records inGetting donors, giving history, properties, and documents in from a spreadsheet or another system without creating a second copy of everybody.
- Donors & RelationshipsOne record per person or organization, whatever their relationship to you, and a cultivation plan you can actually read.
- Your organization profileThe record every other tool reads from, why filling it in is the highest-value hour you will spend, and what each part of it unlocks.
Something here wrong, missing, or out of date? Email support@fundwisr.ai and tell us which chapter. Documentation defects are treated as defects.