Does Double the Donation Integrate with Blackbaud CRM?

This article walks through Double the Donation's integration with Blackbaud CRM.

Step-by-Step: Integrate Double the Donation Matching into Blackbaud CRM for Cloud-Hosted Users Using SKY APIs

Phase 1: Setup within the Blackbaud Marketplace

Phase 2: Setup within Double the Donation Matching

Step-by-Step: Integrate Double the Donation Matching into Blackbaud CRM for Locally Hosted (on-prem) Users

Section 1: Create a smart ad-hoc query to specify the types of gifts you'd like to import into Double the Donation Matching.

Section 2: Run the program to pull donation records into Double the Donation Matching

Blackbaud CRM - Double the Donation FAQs

Double the Donation integrates with both Blackbaud CRM accounts hosted locally and hosted in the cloud (via SKY APIs). Ensure that you are following the correct steps below based on where your instance is hosted. 

Step-by-Step: Integrate Double the Donation Matching into Blackbaud CRM for Cloud-Hosted Users Using SKY APIs

In order to follow these steps, please ensure that you are using SKY APIs for your cloud-hosted BBCRM account. To activate SKY APIs, check out this resource.   

Step 1: Navigate to the Blackbaud Marketplace and find the Double the Donation Matching App.

Step 2: Select the option to Connect with the application. 

Phase 2: Setup within Double the Donation Matching

Step 1: Log into your matching module. Select "Integrations" from the left sidebar, then select "Browse". Search for BBCRM. 

 

Step 2: Select "Activate Integration" then select "Sign in with Blackbaud"

 

 

Step 3: To integrate your Blackbaud CRM, you'll need to create an Ad-hoc Query to sync records into Double the Donation Matching. 

To create an Adhoc query:

 

Step #1: In your Blackbaud CRM Web portal, select Analysis, then Information library.

 

 

 

Step #2: Select Add an ad-hoc query.

 

 

 

Step #3: Select the Revenue record type, then select Revenue in the source view column. Click  OK.

 

 

Step #4 - Select filter and output fields (  A)

* Add the "Date Changed" system field (  B  ->  C  ->  D  ->  E  )

* Add any field you'd like to the query.  Fields will be partitioned into Double the Donation Matching first-class donation fields and custom fields.

         * First-class fields: Please provide aliases (id, amount, campaign, date, email, phone, first, last) in order to import items as first-class fields (e.g.   F  ->  G  )

                                         (Double the Donation Matching will attempt to differentiate first-class fields from custom fields, but accurate partition can be guaranteed only through aliasing.)

         * Custom Fields: Anything that isn't a first-class field will be imported into Double the Donation Matching as a custom field

* Include any filter conditions (H below for example) if there are any types of records you would not like to import into the matching module. Include the Date is on or after last month filter (I) to restrict the results to only recent donations.

 

 

Step #5: In Set sort and group options, select Date changed (A->  B).  Select the sort descending (desc) button (C).

 

 

Step #6: Preview the results to make sure those are the type of records that you would like to import into Double the Donation Matching

 

 

Step #7: Select Suppress duplicate rows (A). Click Save (B).

 

Once you create your adhoc query, make sure to add it to the integration tile within your matching module - then you're all set!

Step-by-Step: Integrate Double the Donation Matching into Blackbaud CRM for Locally Hosted (on-prem) Users

Section 1: Create a smart ad-hoc query to specify the types of gifts you'd like to import into Double the Donation Matching.

Step #1: In your Blackbaud CRM Web portal, select Analysis, then Information library.

 

 

Step #2: Select Add an ad-hoc query.

 

 

Step #3: Select the Revenue record type, then select Revenue in the source view column. Click OK.

 

 

Step #4 - Select filter and output fields ( A)

* Add the "Date Changed" system field ( B -> C -> D -> E)

* Add any field you'd like to the query.  Fields will be partitioned into Double the Donation Matching first-class donation fields and custom fields.

         * First-class fields: Please provide aliases (id, amount, campaign, date, email, phone, first, last) in order to import items as first-class fields (e.g.  F -> G)

                                         (Double the Donation Matching will attempt to differentiate first-class fields from custom fields, but accurate partition can be guaranteed only through aliasing.)

         * Custom Fields: Anything that isn't a first-class field will be imported into Double the Donation Matching as a custom field

* Include any filter conditions (H below for example) if there are any types of records you would not like to import into the matching module. Include the Date is on or after last month filter (I) to restrict the results to only recent donations.

 

 

Step #5: In Set sort and group options, select Date changed ( A-> B).  Select the sort ascending button ( C).

 

 

Step #6: Preview the results to make sure those are the type of records that you would like to import into Double the Donation Matching.

 

 

Step #7: Select Suppress duplicate rows ( A). Click Save ( B ), then Create smart query ( C ).

 

 

Step #8: Configure the Smart Query:

* On the Date changed row, select the filter checkbox.  In the Filter operator, select After. (A)

* In the Primary key field drop-down, select Date changed. ( B)

* As the Record type, select Revenue. ( C)

* For the Smart query name, enter "Double the Donation Matching" ( D)

 

 

Section 2: Run the program to pull donation records into Double the Donation Matching

Blackbaud CRM - Double the Donation FAQs

Q: I don't have a Double the Donation Matching account. How do I get one?

A: Visit  https://doublethedonation.com/demo-request/ to request a demo! Make sure you mention that you use Blackbaud CRM in your demo request form.

 

Q: Which gift records are pulled from BBCRM into Double the Donation Matching?

A: Your organization can customize which gift types are passed into Double the Donation Matching when you set up your Adhoc query.

 

Q: How often are gifts passed from BBCRM to Double the Donation Matching?

A: If you're using SKY APIs, the BBCRM integration runs automatically every 3 hours. If your organization is locally hosted, your organization can customize how often gifts are passed into Double the Donation Matching based on when you run the program as outlined in section 2 of this integration guide. We recommend running the program at least once a day.

 

Q: Where can I embed Double the Donation's matching gift search plugin?

A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your matching module portal. 

 

We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages. 

 

Take a look at an example from the Cat Rescue Club:

 

 

Q: Where can I learn more about the Double the Donation Matching and Blackbaud CRM integration?
A: Navigate to our partner landing page to learn how Double the Donation Matching
and Blackbaud can increase your matching gift revenue!