Bonterra EveryAction

When supporters donate through Fundraise Up, the integration sends their information to EveryAction in real time. Each successful donation creates the corresponding records in your CRM.

Only successful donations sync. Failed or pending donations remain in Fundraise Up.

The integration starts in a paused state when you connect your accounts, so you can configure mappings and settings before data transfers. After you enable sync, new donations generate records in EveryAction based on your configuration.

The integration creates three types of records in EveryAction:

• Contributions: individual donations with amounts, dates, and campaign details.
• People: supporters with personal and contact information.
• Commitments: recurring donation plans that track ongoing supporter relationships.

The integration creates Contributions in EveryAction to represent donations and fills in key fields by default, including amount and date. All Contributions are recorded in your account’s currency and include both the transaction date and the creation date.

When you refund a donation in Fundraise Up, the integration syncs a Refund Adjustment into EveryAction for the related Contribution.

When a donation syncs, EveryAction’s matching rules attempt to find an existing Person. Matching uses email address first, then name and address if no email is available.

• If a match is found, the Contribution is linked to that Person.
• If not, the integration creates a new Person and links the Contribution.

People records are populated with name, email, phone number, and physical address from donation forms. These fields update if supporters provide new information in later donations.

For recurring donations, the integration creates a Commitment record for the plan and Contribution records for each installment. Installments from a Fundraise Up plan are linked to the related Commitment in EveryAction.

Connect your Fundraise Up and EveryAction accounts to sync donation data between platforms.

You’ll need:

• Organization Administrator role in Fundraise Up (required to add integrations).
• Administrator access in Bonterra EveryAction.

You need an API key from EveryAction to allow Fundraise Up to write donation records into your account.

1. In EveryAction, go to the API Integrations page.
2. Click Request an API Key and select FundraiseUp.
3. Click Submit request.
4. Copy and save the generated Application Name and API key.

Keep the key secure. If it’s compromised, contact EveryAction to revoke and replace it.

With your Application Name and API key ready, go to Fundraise Up:

1. Go to Settings > Integrations in your Fundraise Up Dashboard.
2. Click Add Integration and select Bonterra EveryAction.
3. Click Connect Bonterra.
4. Enter your Application Name and API key.
5. Click Connect to CRM.

Once connected, you'll see three tabs in the Dashboard: General settings, Mapping rules, and Special rules. Start with General settings.

General settings control basic sync behavior and set defaults for all donations. Most organizations can use the defaults, but you can adjust them to match your needs.

• Sync test data: Check this option if you want test mode donations to appear in EveryAction. Use this to verify that your mapping rules work correctly before processing live donations.
• Sync subaccounts: Only appears in parent account settings. When checked, data from subaccounts will be synced to EveryAction even if those subaccounts don't have their own EveryAction connection. Use this for tracking donations if your organization has a chapter-based model.
• Default designation: Select which EveryAction designation receives donations that don't have specific designation mappings. This ensures all donations have a proper destination even when your campaign structures don't match perfectly.
• Email status if not submitted: Controls the email status for new People created when supporters didn't see a mailing list checkbox during checkout. For regions with implied consent laws, you can set this to Subscribed. For other jurisdictions, leave it blank to ensure compliance with local regulations.
• Default Code ID: Allows you to automatically assign specific code to new donations.
• Default comment: Add a standard comment to all synced Contributions. Use this to capture additional data from Fundraise Up that EveryAction doesn't track, such as supporter location, tribute information, or original currency details.
• Payment method matching: Map each Fundraise Up payment type to the corresponding EveryAction payment method category. This ensures payment information displays correctly in your CRM records rather than showing as "Unknown."
• Supporter phone type: Choose whether phone numbers appear as Home, Work, Cell, Main, or Fax in EveryAction contact records.

Mapping rules connect fields in Fundraise Up to fields in EveryAction. Default mappings cover standard fields like donation amounts and dates, but you can add custom mappings to match your data structure.

Mapping rules tab

To add a mapping:

1. Go to the Mapping rules tab.
2. Scroll to the bottom of the table and click Add rule.
3. Select the Fundraise Up object (entity) and property (field) on the left.
4. Select the corresponding EveryAction entity and field on the right.
5. Click Save changes.

Fundraise Up entities to map data from:

• Account
• Campaign
• Designation
• Donation
• Recurring
• Checkout Question
• Custom Field
• UTM Parameter
• Static Value (this allows you to enter a specific value to pass for every Donation).

EveryAction entities to map data to:

• Designation
• Source Code
• Contact (this allows you to map to any custom fields on the Person object)
• Contribution (this allows you to map to any custom fields on the Contribution object)

How to map anonymous donations

For anonymous donations, create a custom text field on the Contribution object in EveryAction, then map in Fundraise Up:

donation: supporter is anonymous → contribution: [your custom field name, for example “Anonymous”]

The Special rules tab lets you set conditions for how data is synced between Fundraise Up and EveryAction. These special rules use "if/then" logic: If X happens in Fundraise Up, map the value as Y in EveryAction.

Special rules tab

Special rules override your mapping rules and allow more specific mappings. For example:

• If Campaign equals "Annual Gala" → set EveryAction designation to "Special Events"
• If Designation equals "Emergency Relief" → set EveryAction source code to "Disaster Response"

Unlike Mapping rules that connect field types, Special rules let you map specific values to specific destinations in EveryAction. This is particularly helpful when your organization structure in Fundraise Up doesn't exactly match your EveryAction setup, or when you want certain fundraising efforts to route to different destinations.

To add a special rule:

1. Go to the Special rules tab.
2. Click Add rule.
3. Choose the Fundraise Up condition (IF) on the left.
4. Set the EveryAction mapping result (THEN) on the right.
5. Click Save changes.

After completing your setup, choose how you want data to sync — automatically for real-time updates or manually for more control over the process.

Sync and disconnect options

Find sync controls at the bottom of your EveryAction integration page. These settings determine how and when data transfers to EveryAction.

Automatic sync

• By default, automatic sync is disabled when you first connect to let you configure settings before data transfers begin.
• Click Enable automatic sync once your settings and mapping rules are finalized.
• New donations will sync to EveryAction in real time.
• We recommend using automatic sync for most organizations once their mapping and special rules are finalized.

Manual sync

Use manual sync when you need more control over when data transfers:

• Sync specific date ranges or your entire donation history.
• Update records in EveryAction after making changes in Fundraise Up.
• Test your integration settings with controlled data transfers.
• Make bulk corrections after updating mapping rules.

Click Start manual sync to begin. You can choose from these sync options:

• Unsynced live donations: Includes live donations with synchronization issues (such as failed sync attempts) and donations that haven't been synchronized before.
• All live donations: Synchronizes all live donations regardless of their current synchronization status. Use this to re-sync previously imported records or ensure all data is current.
• All test donations: Synchronizes all test donations (only available if you have Sync test data enabled).

You can also select a specific date range for your sync. Once you click Start sync, the process begins. Refresh the page and scroll down to see progress and results of your manual sync.

The sync log provides a record of sync activity and status for each attempt.

To access the sync log:

1. Scroll to the Synced donations section.
2. Review the history of sync attempts, their status, and any error messages.

Each entry shows:

• When the sync occurred.
• Which records were processed.
• Success or failure status.
• Button to resync individual records if needed.

If errors occur, the sync log provides details to help troubleshoot the issue.

You can disconnect EveryAction at any time. If the same EveryAction account is reconnected later, all previously configured settings and mappings are preserved.

To disconnect:

1. Scroll to the bottom of the integration page.
2. Click Disconnect.

Disconnecting stops all data syncing. Reconnecting keeps your previous settings, but past data won't sync automatically.

If you encounter issues with your EveryAction integration, here are the most common problems and their solutions.

• Sync delays and timeouts. Sometimes sync operations may take several hours to complete. Timeout errors are possible because EveryAction processes sync data using bulk imports. The integration retries every 15 minutes until processing is finished. If delays seem unusually long, contact EveryAction support.
• Failed synchronization. Check the integration’s sync log for error messages about failed donations. After fixing the issue, retry failed records using manual sync.
• Payment methods show as Unknown in EveryAction. This happens when Fundraise Up payment types don’t have corresponding mappings in your EveryAction settings. Use the Payment method matching option in General Settings to map each type to the correct EveryAction category.

For ongoing problems or complex errors, contact Fundraise Up support with your sync log details.