Does Double the Donation Integrate with Kindsight (formerly UC Innovation)?

Double the Donation Matching integrates with both the ascend CRM and Portal donation forms. Please ensure you follow the correct steps in this guide according to which platform you are integrating with Double the Donation.

Part 1: Configuration within ascend:

Step 1: During the normal installation or upgrade process, after running the install or upgrade script, run the Double the Donation script.  To do this, do the following:

a. In your operating system’s Command program, change the directory to navigate to the folder created during the  Project Creation command (during the installation or upgrade process). This is done by entering “cd” and the name of  your project:

b. Select Enter. On the next line, run the following script: ./scripts/install_portal_dtd_script.ps1

Step 3: Select "Apex Class Access" then select "Edit"

Step 4: Add the Double the Donation Apex Classes to the Enabled Apex Classes (there are five, and all classes will begin with dtd.). This is done by selecting them and then selecting "Add". After adding them, make sure to select "Save".

Step 5: Next, the user should update the Double the Donation Named Credential with the relevant public and private keys. To do this, do  the following:

1. Navigate to Setup.

2. In the Quick Find box, enter and select Named Credentials.

3. Select the Double the Donation API record (this record was created when you ran the script in the earlier steps).

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Step 6: Select "Edit" then replace the values in the Username and Password fields with the Public and Private Key from your unique Double the Donation account. Add the Public Key to the Username field and the Private Key to the Password field.

Step 7: Next, the user should configure the “Double the Donation Setting” custom metadata type’s ‘Standard Search Tool Configuration’  record with their Double the Donation Public Key. To do this, do the following:

1. Navigate to Setup.

2. In the Quick Find box, enter and select Custom Metadata Types.

3. Scroll to the “Double the Donation Setting” custom metadata type and click Manage Records.

4. On the ‘Standard Search Tool Configuration’ record, select Edit.

5. Populate the Double the Donation Public Key field with your unique Public Key. Make sure to select "Save".

Step 8: Next, the user should configure the “External API Credential” custom metadata types ‘Double The Donation API Key Public’ and  ‘Double The Donation API Key Secret’ records with their Double the Donation Public and Private Keys. The user should then configure the ‘Double The Donation Get Gift Endpoint’ record with the relevant endpoint URL. To do this, do the following:

1. Navigate to Setup. In the Quick Find box, enter and select Custom Metadata Types.

2. Scroll to the “External API Credential” custom metadata type and click Manage Records.

3. Scroll to the ‘Double The Donation API Key Public’ record and click Edit.

4. In the Value field, add your Double the Donation Public Key.

5. Select Save.

6. Scroll to the ‘Double The Donation API Key Secret’ record and select Edit.

7. In the Value field, add your Double the Donation Private Key.

8. Select Save.

9. Scroll to the ‘Double The Donation Get Gift Endpoint’ record and click Edit.

10. In the Value field, add the following URL:

https://doublethedonation.com/api/360matchpro/v1/get_donation

11. Select Save.

You've now configured the steps within your ascend account! Next, let's add or remove the relevant Lightning Web Components.

Part 2:  Remove/add Relevant Lightning Web Components (LWCs) 

Step 1: Navigate to Setup within your account.

Step 2: In the Quick Find box, enter and select All Sites.

Step 3: On the relevant site, click Builder.

Step 4: In Experience Builder, using the dropdown, navigate to the Portal Give page.