Integrations

QuickBooks and CRM integrations, so nobody re-keys a donation.

Donatefy syncs every donation, from every channel, to QuickBooks Online, Blackbaud, Bloomerang, Salesforce, and Kindful, and connects your Mailchimp audience.

Every sync carries the campaign coding you set once, with per-donation status in the ledger.

QuickBooks

QuickBooks Online: donations arrive pre-coded for the bookkeeper

Connect QuickBooks Online from the portal, map each campaign once to its account, class, and department, and every successful donation, one-time and recurring, posts as a deposit with that coding attached. Month-end reconciliation becomes review, not data entry.

  • Automatic deposits per donation
  • Per-campaign account, class, and department mapping
  • Sync status visible per donation in the ledger

Connected to the systems nonprofits run

Blackbaud

Donations push into Blackbaud as gifts with per-campaign fund mapping, keeping your development office's system of record current without exports.

Bloomerang

Donations sync automatically to Bloomerang, mapped to the fund you assign per campaign, so donor records and gift histories stay whole.

Salesforce

Donation records flow into your Salesforce org through your own connected app, configured with our team so the data lands where your CRM expects it.

Mailchimp

Keep donor communication flowing: connect your audience so supporters can join your list and outreach reaches the people who give.

Kindful

Sync donors and donations to Kindful so giving activity from every Donatefy channel appears in your donor-management workflows.

Per-donation transparency

Integration sync status is visible on each donation, so you always know what has reached your other systems.

Every integration is an add-on on any paid plan, from $5/mo per tool: see integration add-ons. Payments run through Stripe into your own Stripe account: how Donatefy works with Stripe.

Integration questions

Which plans include QuickBooks and CRM integrations?
Integrations are add-ons on Starter, Growth, and Enterprise, priced per tool: QuickBooks Online at $20/mo, Blackbaud and Bloomerang at $15/mo each, Salesforce and Kindful at $10/mo each, and Mailchimp at $5/mo. Each add-on includes per-campaign mapping and the per-donation sync log, and Salesforce is configured with you on Enterprise. See integration add-ons.
Do integrations cover in-person donations too?
Yes. Kiosk, handheld, and Mobile App gifts sync with the same per-campaign coding as online gifts, because they all live in the same ledger.
Who sets up the mapping?
You connect your account from the portal and map campaigns yourself, and our team helps during onboarding, especially for Salesforce configurations.
What if a sync fails?
Sync status is visible per donation in the ledger, so exceptions are caught in review instead of discovered at year-end.
Which version of QuickBooks does Donatefy connect to?
QuickBooks Online, connected from the portal. Each successful donation, one-time and recurring, posts as a deposit with the campaign's account, class, and department coding.

Bring your chart of accounts to the demo.

We will map a campaign live and follow a gift into your books.