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Does Double the Donation integrate with Affinaquest?

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

 

Step-by-Step: Integrate Double the Donation Matching into Affinaquest

Step-by-Step: Sync Matching Gift Data from Double the Donation Matching to Affinaquest

Phase 1: Add Double the Donation’s custom field to Affinaquest’s Match Potential object.

Phase 2: Activate the data sync within the Double the Donation dashboard.

Affinaquest - 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/.

To use Double the Donation Matching with Affinaquest, simply integrate your matching module account with your Salesforce instance by following the steps below!

Step-by-Step: Integrate Double the Donation Matching into Affinaquest

Step 1 — Install the Double the Donation Matching App

  1. Navigate to the Double the Donation Matching App on the Salesforce AppExchange.

  2. Select Get It Now.

  3. Complete the installation wizard.

 

Step 2 — Log In to Double the Donation Matching

Go to https://doublethedonation.com/members/ and log in using your organization’s credentials.

 

Step 3 — Activate the Affinaquest Integration

  1. Navigate to Integrations → Browse.

  2. Search for Affinaquest in the Partner Directory.

  3. Select Activate Integration.

     

  4. Click Sign in with Salesforce.

 

Step 4 — Grant Salesforce Access

Enter Salesforce admin credentials and click Allow to grant Double the Donation access to your Salesforce data.

 

Step 5 — [Optional] Apply the Affinaquest Data Model to access a clean data mapping experience

Once Salesforce access is granted:

  1. Navigate to Integrations → Manage within Double the Donation Matching.

  2. Locate your Salesforce integration.

  3. Check “We use the Affinaquest Advancement RM Model.”

  4. Click Save.

  5. If you'd like to revert to the default mappings, select the option to "reset mapping". 

     

Integration Status

  • Mapping, inclusions, and exclusions are automatically prefilled

  • You can customize mappings or select Reset Mapping to revert to defaults

  • The integration status shows Active

Step-by-Step: Sync Matching Gift Data from Double the Donation Matching to Affinaquest

Phase 1: Add Double the Donation’s custom field to Affinaquest’s Match Potential object.

Step 1 — Open Object Manager

In Salesforce:

  1. Navigate to Object Manager.

  2. Select the Match Potential object.

 

Step 2 — Create a New Field

  1. Select Fields & Relationships.

  2. Click New.

  3. Choose Lookup Relationship.

  4. Select Double the Donation then Next

 

 

Step 3 — Configure the Lookup Field

Set the field details exactly as shown:

Field Attribute Required Value
Related Object Double the Donation Company
Field Name doublethedonationcompany
Field Label Double the Donation Company
Description Stores the employer name or company associated with a potential matching gift, as identified by Double the Donation (DTD). This field helps link the Matching Gift Potential record to the donor’s employer for matching gift eligibility and processing.
Help Text The donor’s employer identified by Double the Donation

 

Step 4 — Set Field-Level Security

  • Grant Read access across permission sets

  • Required access for:

    • AQ Generic Permissions Set

    • AQ Separate Utilities

 

Step 5 — Add Field to Page Layouts

  1. Check Add to Page Layouts.

  2. Click Next and Save.

Phase 2: Activate the data sync within the Double the Donation dashboard.

Step 6 — Enable Promise Creation

In Double the Donation Matching:

  1. Navigate to Settings → Promise Creation.

  2. Configure business logic for Promised and Matched amounts.

 

Step 7 — Configure Affinaquest Sync Settings

  1. Go to Integrations → Manage → Affinaquest.

  2. Check both options:

    • Create a Matching Gift record in Salesforce

    • Append employer information to Double the Donation’s custom field in Affinaquest

 

 

Result

  • Matching gift employer data appears in the Match Potential object

  • Existing company records may auto-populate under Match Account

Affinaquest - 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 Affinaquest in your demo request form.

 

Q: I want to configure exclusions, pull matching gift data back into Salesforce, and do more! How do I manage advanced customization settings?

A: Visit our integration guide for Salesforce:  https://support.doublethedonation.com/knowledge/double-the-donation-salesforce-integration-guide

 

Q: Where else can I embed Double the Donation's plugin?

A: We recommend creating a dedicated matching gift page on your website. This page will help all website visitors, not just those on your donation form, understand matching gift programs and easily find their company’s matching gift guidelines and forms.

 

To embed the matching gift search tool, locate your embed code from your matching module. Full instructions are available here.