Can Double the Donation Matching integrate with Fundraise Up and Salesforce?

Fundraise Up - Salesforce - Double the Donation Matching FAQs

Double the Donation is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.

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

Fundraise Up 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: 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.

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 Fundraise Up.
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 Fundraise Up and Salesforce, donors will not receive duplicate matching gift messages

Getting Started

To begin using exclusion rules and multi-platform integrations:

Review the Managing Multiple Integrations guide
Enable default and custom exclusion rules
Connect your fundraising platforms using the guides below

Integration Guides

Fundraise Up - Salesforce - Double the Donation Matching FAQs

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

A: Visit the Double the Donation demo request page to schedule a demo. Mention that you use Fundraise Up + Salesforce in your demo request form.

Q: Why should I integrate both Fundraise Up and Salesforce with my Double the Donation Matching account?

A: Integrating all fundraising platforms ensures:

No matching gift opportunity is missed
Every eligible donation receives matching gift outreach
Centralized tracking and automation in one system

Q: How do I access my API keys?

A: You can access your API credentials directly from your Double the Donation Matching account by following these steps:

Log in to your matching module portal: https://doublethedonation.com/members/login/
Navigate to Settings.
Select API Keys.

Important Notes

If your API Keys are visible, you can use them immediately for integrations.
If you do not see API keys listed, your current account tier may not include API access.

Need API Access?

If your organization requires API credentials and they are not available in your account, you may need to upgrade your account tier. To explore available options, visit:
https://doublethedonation.com/demo-request/.

Q: How does Double the Donation Matching integrate with Fundraise Up and Salesforce?

A: The Fundraise Up and Salesforce integrations allow you to seamlessly add Double the Donation Matching gift search functionality to your donation forms and automatically pass all donations records from your CRM into the matching module. Then Double the Donation Matching gift marketing automation goes to work providing the right matching gift forms, guidelines, instructions, and next steps to your donors to help you drive revenue.

Q: Will matching gift information flow back into either of these platforms?

A: At this time, matching gift information can flow back into both Fundraise Up and Salesforce.

Within Fundraise Up, you can see which online transactions have associated matching gift data by navigating to your Fundraise Up Dashboard Donations Table View and filtering for transactions with the associated briefcase icon.

Within Salesforce, you can access the donor's company name and matching gift status as long as you use the NPSP default integration mapping.

Q: How do you avoid duplicate records from flowing in from both Fundraise Up and Salesforce?

A: Fundraise Up, Salesforce and Double the Donation Matching are designed to work together - so you can easily prevent duplicates with a couple of clicks. By setting a limit for duplicate donations within your matching module settings, you can ensure clean data within your matching module account.

Q: What types of gifts flow from Salesforce CRM into Double the Donation Matching?

A: You can customize your integration settings during account setup to choose which gifts are included and excluded in the Double the Donation Matching import.