Keep donor records current across systems for IT

IT teams lose online donations that never reach the donor CRM, causing missed acknowledgments. It creates donor and gift records in your CRM and spreadsheet so finance starts reconciliation quickly.

Overview

Missed donation entries create reconciliation gaps and jeopardize donor stewardship. This workflow guarantees every online gift becomes a CRM and spreadsheet record, eliminating missed acknowledgments and giving finance immediate visibility. IT can deploy it quickly to protect donor trust and simplify month-end reconciliation.

Notable Features

Create donor records in CRM
Log gifts to central spreadsheet
Prevent duplicate donor records