Reconnecting your CRM integration with Fundraise Up
If your CRM integration is disconnected, donation data will stop syncing automatically. This article explains why disconnections happen, how to reconnect the integration, and how to sync any donations created during the disconnected period.
Common causes include:
- Changes to CRM credentials, permissions, or expired access tokens
- Updates to CRM settings, fields, or data structure without corresponding adjustments
- Expiry of the CRM subscription or required licenses
- Removal of the CRM admin user who originally set up the integration
If your CRM integration is disconnected
Reconnect the integration
Start by reviewing your CRM configuration to confirm credentials, permissions, and licenses are still valid.
Then, in Fundraise Up:
- Go to Dashboard > Settings > Integrations
- Click Add integration
- Select your CRM
- Click Connect and complete the authorization flow
DonorPerfect integrations are identified by the API key. If the integration was disconnected due to a revoked API key, please contact support@fundraiseup.com and share the new API key. Reconnecting it manually would create a new integration instead of restoring the original one.
For specific integration connection guides, refer to our integrations documentation.
How to resync unsynced donations
Donations created while the integration was disconnected are safely stored in Fundraise Up and can be synced manually.
To resync them:
- Go to Settings > Integrations in your Fundraise Up Dashboard.
- Open your connected CRM integration.
- Scroll to the bottom of the integration settings page.
- Click Start manual sync.
- Select Unsynced live donations.
- Choose the appropriate donation date range.
- Click Start sync to begin the synchronization.
Related articles
When integrating Fundraise Up with your CRM system, you establish mapping rules to ensure that data is seamlessly transferred between the two platforms. A common concern among users is whether these mapping