Prevent duplicate donations from multiple Double the Donation integrations
If Fundraise Up and a CRM both send the same donation to Double the Donation Matching, the platform may create duplicate records and send duplicate follow-up emails. Configure the Duplicate Donations Exclusion Rule to reduce these duplicates.
Why duplicate donations appear
Fundraise Up can send a donation directly through the 360MatchPRO integration while your CRM sends the same donation separately. Different integrations may report the donation amount differently, such as using the original amount or an amount adjusted for fees.
How the exclusion rule works
By default, the Duplicate Donations Exclusion Rule excludes a new donation when it matches all of these criteria:
- It has the same supporter email address.
- It has the same donation amount.
- It arrives within the configured number of days.
If your integrations report slightly different amounts, you can enable the optional 20% buffer. This setting treats amounts within 20% of each other as a match.
The rule applies only to new donations entering Double the Donation Matching. It does not update or remove existing duplicate records.
Configure the exclusion rule
- In Double the Donation Matching, go to Settings > Exclusion Rules.
- Enable the Duplicate Donations Exclusion Rule.
- Set the time window based on how often your CRM sends data:
- If your CRM sends donations in real time, use 1–2 days.
- If your CRM sends donations weekly or every 2 weeks, use 27 days.
- If your integrations report different donation amounts, enable the 20% buffer.
This configuration reduces duplicate records and communications for new donations that meet the selected criteria.
Double the Donation documentation
For more information about exclusion rules and integrations, see Managing Multiple Integrations — Double the Donation.