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Create donor and gift records from completed orders

Create donor and gift records from completed orders

Your completed online orders aren't recorded as donor gifts, causing missed acknowledgments and gaps in fundraising records. Add donors and gift details to your CRM for same-day gift processing.

Create donor and gift records from completed orders

Overview

When online purchases convert, development needs clean donor and gift records to acknowledge and reconcile donations. This flow captures order payers and line-item gifts into your donor database so fundraising staff can send acknowledgments and reconcile donations the same day.

Create donor and gift records from completed orders