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      Does Double the Donation Integrate with Blackbaud Altru?

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

      360MatchPro 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 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at  https://360matchpro.com/demo-request/.

      Blackbaud no longer has the "Environment Admin" role. To integrate with 360MatchPro, 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's 360MatchPro 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 360MatchPro App.
       
       
      Step 2: Select the option to Connect with the application. 
       
       
      Phase 2: Setup within 360MatchPro
       
      Step 1: Log into your 360MatchPro 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 360MatchPro. 


      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 360MatchPro 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  )
                                               (360MatchPro 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 360MatchPro 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 360MatchPro
       
       
      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 360MatchPro

       

       

      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 360MatchPro account - then you're all set!

       

       

       

      Blackbaud Altru - Double the Donation FAQs

      Q: I don't have a 360MatchPro account. How do I get one?

      A: Visit   https://360matchpro.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 360MatchPro?

      A: Your organization can customize which gift types are passed into 360MatchPro 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 360MatchPro portal. 
       
      Take a look at an example from the Cat Rescue Club:
       

       

      Q: Where can I learn more about the 360MatchPro and Blackbaud Altru integration?
      A: Navigate to our       partner landing page to learn how 360MatchPro and Blackbaud can increase your matching gift revenue!