Does Double the Donation Integrate with Blackbaud CRM?

Does Double the Donation Integrate with Blackbaud CRM?


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/
Double the Donation integrates with both Blackbaud CRM accounts hosted locally and hosted in the cloud (via SKY APIs). Ensure that you are following the correct steps below based on where your instance is hosted. 

Step-by-Step: Integrate Double the Donation's 360MatchPro into Blackbaud CRM for Cloud-Hosted Users Using SKY APIs

In order to follow these steps, please ensure that you are using SKY APIs for your cloud-hosted BBCRM account. To activate SKY APIs, check out this resource.   

Step 1: Log into your 360MatchPro account. Select "Integrations" from the left side bar, then select "Browse". Search for BBCRM. 


Step 2: Select "Activate Integration" then select "Sign in with Blackbaud"


Step 3: Determine if you would like to integrate via the Express option or the Adhoc query option and select from the drop down menu accordingly. 


The Express option allows you to hook up our integration using Double the Donation's default settings. 

If you’d like to use the Adhoc query option, follow steps outlined below to create your adhoc query.

To create an Adhoc query:
 
Step #1: In your Blackbaud CRM 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 type 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 they 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!

Step-by-Step: Integrate Double the Donation's 360MatchPro into Blackbaud CRM for Locally Hosted (on-prem) Users

This integration guide contains two sections: the first section allows you to create an ad-hoc query, and the second section allows you to run the program. You must complete these steps in order, or the integration will not work correctly.

Section 1: Create a smart ad-hoc query to specify the types of gifts you'd like to import into 360MatchPro.


Step #1: In your Blackbaud CRM 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 type 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 ascending button ( C).


Step #6: Preview the results to make sure those are they type of records that you would like to import into 360MatchPro


Step #7: Select Suppress duplicate rows ( A). Click Save ( B ), then Create smart query ( C ).


Step #8: Configure the Smart Query:
* On the Date changed row, select the filter checkbox.  In the Filter operator, select After. (A)
* In the Primary key field drop down, select Date changed. ( B)
* As the Record type, select Revenue. ( C)
* For the Smart query name, enter "360MatchPro" ( D)



If you would like to make changes to the ‘360MatchPro’ smart query, you will first need to delete the current 360MatchPro smart query. Next, your team will adjust the ad-hoc query to reflect the updates. Once the changes are made, you will need to repeat the steps in Step #8: Configure the Smart Query: to save the updated ‘360MatchPro’ smart query. These steps must be taken to ensure the data imported in 360MatchPro reflects the changes made to your ad-hoc query. 

Section 2: Run the program to pull donation records into 360MatchPro

Step #1: Obtain the program and source code here.
The program executes the 360MatchPro Smart Query and pipes the donation records to 360MatchPro via its REST API. 
Step #2: Run doublethedonation.exe as a periodic daemon process on your system. 

You're all set! Donation records from BBCRM will now flow seamlessly to 360MatchPro.

Blackbaud CRM - 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 CRM in your demo request form.

Q: Which gift records are pulled from BBCRM into 360MatchPro?
A: Your organization can customize which gift types are passed into 360MatchPro when you set up your query in section 1 of this integration guide.

Q: How often are gifts passed from BBCRM to 360MatchPro?
A: Your organization can customize how often gifts are passed into 360MatchPro based on when you run the program as outlined in section 2 of this integration guide. We recommend running the program every 15 to 30 minutes.

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. 

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. 

Take a look at an example from the Cat Rescue Club:



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