Can I exclude specific donations from syncing to my CRM?

When you connect your CRM to Fundraise Up, it enables you to seamlessly sync your supporter and donation data between the two platforms. This integration ensures that your CRM always has the most up-to-date information about your supporters and their contributions. However, you might be wondering if it's possible to exclude specific donations from being synced to your CRM for various reasons.

When the automatic synchronization is enabled, all live donations made through Fundraise Up are synced to your connected CRM. This means that every successful donation processed by the platform will be transferred to your CRM without any filtering or exclusion.

At the moment, Fundraise Up does not provide an option to exclude specific donations or groups of donations (such as those made with a particular payment method) from being synced to your CRM. The automatic synchronization process is designed to be comprehensive and include all donation data to ensure data consistency and accuracy across both systems.

If you need to remove specific donation records from your CRM for any reason, you can always delete them directly within your CRM interface. Deleting donation records from your CRM will not affect the corresponding data in Fundraise Up. The deletion process only removes the records from your CRM and does not sync back to the Fundraise Up platform.