Can Double the Donation Matching integrate with Classy and Salesforce?

Overview

Using multiple integrations allows you to capture matching gift revenue that might otherwise be missed by tracking donors across different platforms.

• Online Donations: Information flows directly from Classy donation forms.

• Offline Donations: Gift data is automatically passed from the Salesforce.

• Unified Automation: Double the Donation triggers personalized outreach to donors regardless of the gift source.

This allows your organization to uncover more matching gift revenue opportunities. 

How it Works

The Classy and Salesforce integrations work together to ensure every eligible donation is captured for matching gifts.

• Classy identifies match-eligible donors directly from your online donation forms.

• Salesforce automatically passes offline gifts into Double the Donation Matching.

Once donation data is received, the matching module’s automation takes over—delivering personalized matching gift instructions and clear next steps that help donors complete their matching gift requests and maximize impact.

Double the Donation Matching Exclusion Rules

When integrating both a donation form and a CRM with Double the Donation Matching, the same donation can sometimes be recorded more than once.

This commonly happens when:

• One platform includes processing or platform fees

• Another platform records only the net donation amount

• Offline and online gifts flow from different systems

Without exclusions, these records could appear as duplicates in the matching module.

Default Duplicate Donation Exclusion Rule

Double the Donation Matching includes a default exclusion rule designed to prevent duplicate records from flowing into the platform.

What the Default Rule Does

• Excludes donation records with:

  • The same email address

  • The same donation amount

  • Within a specified number of days

This rule should be enabled whenever you use multiple integrations.

Recommended Action

• Enable the Duplicate Donations Exclusion Rule

• Review the Managing Multiple Integrations guide before activating integrations

Custom Exclusion Rules

In addition to default exclusions, you can create custom exclusion rules to refine how donation records are imported.

When Custom Exclusions Are Helpful

Custom rules are especially useful when:

• Multiple platforms send slightly different donation amounts

• One system includes fees while another does not

20% Donation Amount Buffer (Highly Recommended)

To address common discrepancies, Double the Donation Matching allows you to:

• Exclude records with:

  • The same email address

  • Donation amounts within 20% of each other

The 20% buffer accounts for:

• Processing fees

• Platform fees

• Transaction fees

• Industry-average variations

Salesforce and Classy: Custom Filters

When activating the Salesforce, you can also apply Custom Filters to control which CRM records flow into Double the Donation Matching.

What Custom Filters Do

• Allow you to select:

  • A specific object

  • Specific field values to include

• Ensure only the right donations are imported

Common Use Case

Many organizations use custom filters to ensure:

• Offline gifts (not captured by Classy)

• Are imported from Salesforce

Example: You may configure Salesforce to include all CRM donations where the transaction source = offline gift.

Similarly, you can use this setting to exclude donations that you do not wish to import into Double the Donation Matching.

For organizations using Classy:

• Most Double the Donation Matching users rely on Salesforce and the matching module filters to set up and manage their integration.

• Enterprise clients utilizing Classy promise creation functionality may require additional setup or customization.

Tip: If you are unsure whether your organization qualifies for the Classy promise creation functionality, contact your onboarding representative for guidance.

Once your exclusion rules are set up, you’re ready to integrate your fundraising platforms so donation data can begin flowing into your Double the Donation Matching account.

How Data Flows

• Online donations are passed into Double the Donation Matching from Classy.

• Offline transactions flow into the matching module from Salesforce.

This setup ensures that all eligible donations—regardless of where they are recorded—are captured for matching gift identification and follow-up.

Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.

See how the data flows across platforms below:

This allows the matching module to:

• Identify match-eligible donors

• Automate matching gift emails

• Track donor progress through the matching process

Features

Double the Donation Matching works across platforms to ensure:

• Matching gift eligibility is identified regardless of source

• Donors receive one consistent outreach experience

• Duplicate tracking and emails are avoided

Even if donation data exists in both Classy and Salesforce, donors will not receive duplicate matching gift messages

Getting Started

To begin using exclusion rules and multi-platform integrations:

1. Review the Managing Multiple Integrations guide

2. Enable default and custom exclusion rules

3. Connect your fundraising platforms using the guides below

Integration Guides

1. Managing multiple integrations 
2. Classy integration guide 
3. Salesforce integration guide

Classy - Salesforce - Double the Donation Matching FAQs