Double the Donation Matching Integration Guides
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      3. Double the Donation Matching Integration Guides

      Does Double the Donation Integrate with Blackbaud Altru?

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

      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/.

      Blackbaud no longer has the "Environment Admin" role. To integrate with Double the Donation Matching, both Solutions Admin and Organization Admin would be able to grant access based on their permissions as long as they are the solution admin within Blackbaud Altru. Here’s more information about administrator roles.

      Step-by-Step: Integrate Double the Donation Matching into Blackbaud Altru Using SKY APIs

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


      Phase 1: Setup within the Blackbaud Marketplace
       
      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 account. Select "Integrations" from the left sidebar, then select "Browse". Search for Blackbaud Altru. 
       

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

       

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


      set up your ad-hoc query BBAltru

       

      To create an Adhoc query:

      Step #1: In your Blackbaud Altru 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 the matching module 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 Double the Donation Matching
       
       
      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 account - then you're all set!

       

       

       

      Blackbaud Altru - 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 Altru in your demo request form.

       

      Q: Which gift records are pulled from Blackbaud Altru 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 query in this integration guide.

       

      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. 
       
      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 Altru integration?
      A: Navigate to our       partner landing page to learn how Double the Donation Matching and Blackbaud can increase your matching gift revenue!