Integrations FAQ
1. When I connect a CRM integration, will the data synchronize automatically?
No, automatic synchronization is paused when you connect a CRM integration. This allows you to configure the integration settings and mapping first. After configuration, you can enable automatic synchronization in the integration settings.
2. Can I have multiple integrations with the same platform?
You can create multiple integration connections with most platforms, except Double the Donation, Zapier, DonorPerfect and Virtuous basic integration. This can be useful for connecting sandbox accounts alongside production environments.
3. Can I connect the same integration instance to two different Fundraise Up accounts?
No, each integration instance can only connect to one account. It cannot be simultaneously connected to multiple accounts, including parent accounts and subaccounts. If you need to sync donation data from both your parent account and subaccount to the same CRM instance, connect the integration in the parent account and enable the ”Sync subaccounts” option in the integration settings.
4. Can I have different CRM integrations connected to the same account and working simultaneously?
Yes, you can connect and use multiple CRM integrations simultaneously. However, there are some exceptions. For example, you cannot connect the standard Virtuous integration and the Virtuous G&C integration simultaneously.
5. Will I lose my CRM integration mapping rules if I change the user account?
- If you are disconnecting from one CRM instance to connect to a different CRM instance, you will need to rebuild your mapping rules.
- If you are connecting to the same CRM instance and the user has the same permissions, your mappings will be prefilled when you connect the new user. Fundraise Up saves your current integration mapping rules if you ever need to change the user account used to integrate Fundraise Up with your CRM. For example, if a staff member's account was disabled and you need to reconnect with a different user account, the integration mapping would be saved and applied when you connect the new user. We recommend connecting a dedicated integration user. This prevents disconnection and reconnection when staff assignments change and makes it easier to report on records created or updated by that integration user.
6. How can I reconnect a disconnected integration?
The reconnection process is the same as connecting an integration for the first time. Follow the connection guide in the specific integration documentation.