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

      Does Double the Donation integrate with CRM Advance by Ellucian?

      This article walks through Double the Donation's integration with CRM Advance by Ellucian.

      Step-by-Step: Integrate CRM Advance in your Double the Donation Matching

      Step-by-Step: Integrate Double the Donation Matching in your CRM Advance online donation pages

      CRM Advance - Double the Donation FAQs

      Step-by-Step: Integrate CRM Advance in your Double the Donation Matching

      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/.

      Note: You will need your Ellucian CRM Advance API key. Ensure that your API key subscribes to change notifications associated with Ellucian CRM Advance Contributions. Contact your Ellucian representative for assistance with your API key.

      Step #1: Log in to your matching module.

       

      Step #2: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "Ellucian CRM Advance". Select "Activate Integration".

       

       

      Step #3: Under the Ellucian logo, enter your Ellucian API key. Select "Integrate." Push the Status to "Live"

      Note: If there are types of designated records you'd like to exclude from entering Double the Donation Matching, please contact your Client Success Specialist for the next steps.

       

      Step-by-Step: Integrate Double the Donation Matching in your CRM Advance online donation pages

      Note: This set of steps is optional but highly recommended. If you are not using CRM Advance online donation pages (also referred to as Constituent Experience webpages), you do not need to complete these steps.
       
      Step #1: Log in to CRM Advance.
       
      Step #2: Navigate to Settings and locate the "Double the Donation Settings" on the page.
       
       
      Step #3: Enter your Double the Donation Matching public key and select "Save" at the bottom of the page.
       
      The Double the Donation Matching streamlined company name search tool will now appear on your CRM Advance online donation form, and matching gift information will appear on your confirmation page.
       
       
      Note: Matching gift information abbreviated in image.

      CRM Advance - Double the Donation FAQs

      Q: We don't use CRM Advance online donation forms. Will the integration still work?

      A: Yes. The first set of instructions in this support article ("Step-by-Step: Integrate CRM Advance in your Double the Donation Matching account") is required to set up the flow of data between CRM Advance and Double the Donation Matching. The second set of instructions ("Step-by-Step: Integrate Double the Donation Matching in your CRM Advance online donation pages") is optional. However, if your institution uses CRM Advance CX webpages, we highly recommend completing the second set of instructions to place the company name search field within the donor experience. This implementation leads to higher usage and greater accuracy in your matching gift results.

       

      Q: Gift records aren't appearing in Double the Donation Matching. What could be the issue?

      A: The Double the Donation Matching integration relies on the Ellucian Ethos Message Queue API. Your API key should subscribe to change notifications associated with Ellucian CRM Advance Contributions.  If the matching module does not import your donations, it’s possible that your API key is not configured appropriately. 

       

      FAQ: You can view your API configuration by navigating to Integrations --> Manage --> Select "Click Here" to view the API Key's configuration. We recommend reaching out to your Ellucian representative for assistance with configuring your API key.

       




       
       
      Double the Donation Matching will also need access to the following Ethos endpoints:
      (GET) - campaigns
      (GET) - constituent-persons
      (GET) - advancement-statuses
      (GET) - constituent-business- relationship-types
      (GET) - constituent-credential-types
      (GET) - contributions
      (GET) - constituent-addresses
      (GET) - designations
      (GET) - donor-association-types
       
      Q: What happens after the integration is activated?
      A: Double the Donation Matching queries Ellucian’s message queue API every minute to see if there are any new contributions and/or changes to existing contributions.  If the queue is not empty, the contribution will be imported into the matching module for additional processing.
       
      Q: What type of contribution records are imported into Double the Donation Matching?
      A: Double the Donation Matching imports contributions that are designated as “gifts.” All pledges will be excluded.
       
      Q: Does Double the Donation match import contributions from organizations?
      A: No. A contribution is imported into Double the Donation Matching if a donor is categorized as a person only, not an organization.
       
      Q: If a donor has multiple email addresses, which one is imported into Double the Donation Matching?
      A: From most important to least important, Double the Donation Matching prioritizes email addresses based on the following criteria:
      1. The address is flagged as active,
      2. The address has a primary preference,
      3. The address is categorized as personal.

       

      If you'd prefer to limit the integration to only import Active or Primary email addresses, please check one of the boxes under Email Preferences within Double the Donation Matching when configuring your integration:

       

       

      Q: Can I customize the integration based on Constituent Allocation Preferences? 
      A: Yes! You can customize the integration based on Constituent Allocation Preferences by navigating to Integrations --> Manage --> Constituent Allocation Preferences. 

       

       

      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. 

       

      We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages. This page will also be connected to your Double the Donation Matching automated email outreach.

       

      Take a look at this example:

       

       

      Q: Where can I learn more about the Double the Donation Matching and CRM Advance by Ellucian integration?
      A: Navigate to our partner landing page to learn how Double the Donation Matching and CRM Advance by Ellucian can increase your matching gift revenue!