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Donately + Xledger + Formatter by Zapier

Create double entry GL items in Xledger from new Donately donations

Once active, this template will create a double entry GL item in Xledger whenever a new donation is received in Donately.

Once active, this template will create a double entry GL item in Xledger whenever a new donation is received in Donately.

  1. When this happens...
    DonatelyDonately
    New Donation

    Triggers when a new donation is created in your Donately account.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    XledgerXledger
    Create Double Entry GL Item

    Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Donately triggers, actions, and search

    New Donation

    Triggers when a new donation is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search

    New Fundraiser

    Triggers when a new fundraiser is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search

    Recurring Plan Failure

    Triggers when an existing recurring plan fails to run

    Trigger
    Instant
    Try It
    • Campaign IdRequired

    Action
    Search
donately logo
donately logo

About Donately

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.
Learn moreHelp

Related categories

  • Fundraising

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xledger logo
xledger logo

About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

Related categories

formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories