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Can Double the Donation Matching integrate with Allegiance and ACD Direct?

This article walks through how Double the Donation can integrate with both Allegiance and ACD Direct to ensure complete matching gift coverage.

DTDACDAllegiance - Integration Graphic

Overview

How it Works

Features

Getting Started

ACD Direct - Allegiance - 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/.

Overview

Using multiple integrations allows you to capture matching gift revenue that might otherwise be missed by tracking donors across different platforms.

  • Online Donations: Information flows directly from ACD SimplePledge donation forms.

  • Offline Donations: Gift data is automatically passed from the Allegiance.

  • Unified Automation: Double the Donation triggers personalized outreach to donors regardless of the gift source.

This allows your organization to uncover more matching gift revenue opportunities. 

How it Works

The ACD SimplePledge and Allegiance integrations work together to ensure every eligible donation is captured for matching gifts.

  • ACD SimplePledge identifies match-eligible donors directly from your online donation forms.

  • Allegiance automatically passes offline gifts into Double the Donation Matching.

Once donation data is received, the matching module’s automation takes over—delivering personalized matching gift instructions and clear next steps that help donors complete their matching gift requests and maximize impact.

Double the Donation Matching Exclusion Rules

When integrating both a donation form and a CRM with Double the Donation Matching, the same donation can sometimes be recorded more than once.

This commonly happens when:

  • One platform includes processing or platform fees

  • Another platform records only the net donation amount

  • Offline and online gifts flow from different systems

Without exclusions, these records could appear as duplicates in the matching module.

Default Duplicate Donation Exclusion Rule

Double the Donation Matching includes a default exclusion rule designed to prevent duplicate records from flowing into the platform.

What the Default Rule Does

  • Excludes donation records with:

    • The same email address

    • The same donation amount

    • Within a specified number of days

This rule should be enabled whenever you use multiple integrations.

Duplicate donation settings screenshot

Recommended Action

Custom Exclusion Rules

In addition to default exclusions, you can create custom exclusion rules to refine how donation records are imported.

When Custom Exclusions Are Helpful

Custom rules are especially useful when:

  • Multiple platforms send slightly different donation amounts

  • One system includes fees while another does not

Custom exclusion rule screenshot

20% Donation Amount Buffer (Highly Recommended)

To address common discrepancies, Double the Donation Matching allows you to:

  • Exclude records with:

    • The same email address

    • Donation amounts within 20% of each other

The 20% buffer accounts for:

  • Processing fees

  • Platform fees

  • Transaction fees

  • Industry-average variations

Once your exclusion rules are set up, you’re ready to integrate your fundraising platforms so donation data can begin flowing into your Double the Donation Matching account.

How Data Flows

  • Online donations are passed into Double the Donation Matching from ACD SimplePledge forms.

  • Offline transactions flow into the matching module from Allegiance.

This setup ensures that all eligible donations—regardless of where they are recorded—are captured for matching gift identification and follow-up.

Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.

Features 

The 3-way data sync enhances access to donor employment information across your fundraising ecosystem.

How It Works

  • When a donor enters their company name in an ACD SimplePledge form, or

  • When a donor uses a corporate email address to make a donation:

Their company name will automatically appear in:

  1. Their Allegiance record, and

  2. Your Double the Donation Matching account

This ensures accurate employer data is captured for matching gift eligibility and donor insights.

Requirements

  • Allegiance WebMSI version: ≥ 17.2.623

  • Allegiance MSI version: ≥ 17.2.178

Getting Started 

To begin using exclusion rules and multi-platform integrations:

  1. Review the Managing Multiple Integrations guide

  2. Enable default and custom exclusion rules

  3. Connect your fundraising platforms using the guides below

Integration Guides

  1. Managing multiple integrations
  2. Allegiance Integration Guide 
  3. ACD Direct Integration Guide

ACD Direct - Allegiance - 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 ACD +  Allegiance in your demo request form.

 

Q: Why should I integrate both ACD Direct and Allegiance with my Double the Donation Matching account? 

A: Integrating all fundraising platforms ensures:

  • No matching gift opportunity is missed

  • Every eligible donation receives matching gift outreach

  • Centralized tracking and automation in one system

 

Q: How do I access my API keys?

A: You can access your API credentials directly from your Double the Donation Matching account by following these steps:

  1. Log in to your matching module portal: https://doublethedonation.com/members/login/

  2. Navigate to Settings.

  3. Select API Keys.

Important Notes

  • If your API Keys are visible, you can use them immediately for integrations.

  • If you do not see API keys listed, your current account tier may not include API access.

Need API Access?

If your organization requires API credentials and they are not available in your account, you may need to upgrade your account tier. To explore available options, visit:
https://doublethedonation.com/demo-request/.

 

Q: How does Double the Donation Matching integrate with ACD Direct and Allegiance?

A: The ACD Direct and Allegiance integrations allow you to seamlessly add Double the Donation Matching gift search functionality to your donation forms and automatically pass donation records into the matching module. Then Double the Donation Matching gift marketing automation goes to work providing the right matching gift forms, guidelines, instructions, and next steps to your donors to help you drive revenue.

 

Q: Will matching gift information flow back into either of these platforms?

A: When the caller types the donor's company into the SimplePledge forms or uses a corporate email address, the company name will appear in the Allegiance record and in Double the Donation Matching. This update requires clients to have the right Allegiance version (WebMSI > 17.2.623 and MSI > 17.2.178), with no additional configuration necessary within ACD Direct or Allegiance.

The company name of match-eligible donors is also associated with individual transaction records within ACD Direct Call Scripts (SimplePledge).

 

Q: How do you avoid duplicate records from flowing in from both ACD Direct and Allegiance?

A: ACD Direct, Allegiance and Double the Donation Matching are designed to work together - so you can easily prevent duplicates with a couple of clicks. By setting a limit for duplicate donations within your matching module settings, you can ensure clean data within your matching module account.