Migrating to the New Zapier Integration
We’ve launched a new version of the Zapier integration for Fundraise Up. This new integration exists separately from the old one and includes major improvements like real-time delivery, expanded data support, and more secure authentication via OAuth 2.0.
To start using the new integration, you'll need to connect it in Fundraise Up and rebuild or update your existing Zaps to use the new version of the app.
Step 1: Connect the new Zapier integration
- Log in to your Fundraise Up account.
- Go to Settings → Integrations.
- Click Add Integration.
- Select Zapier from the list.
- Click Connect Zapier.
- You will be forwarded to Zapier to log in and authorize the connection.
- After authorizing the connection, you’ll be redirected back to the integration settings page in Fundraise Up.
Once connected, you’ll see options to sync test data, include subaccounts and pause or activate automatic sync. You can adjust these settings anytime from the Zapier integration settings in your Fundraise Up account.
Step 2: Update Zaps to use the new Fundraise Up application
Since this is a new integration, your existing Zaps won’t automatically update. To migrate, open each Zap that uses a Fundraise Up trigger and update it to use the new Fundraise Up (2.0.0) Zapier app.
Want to keep your original Zaps during migration? Click the three-dot menu (⋮) and choose Duplicate. You can then update the copy without changing the original.
- Open the Zap that uses Fundraise Up as the trigger.
- In the trigger step:
- Change the App to Fundraise Up (2.0.0)
- Select the appropriate Trigger Event (e.g., New Donation, Updated Donation)
- Choose the connected account associated with the new integration
- Click Continue, then run a Test Trigger to confirm data is loading correctly.
- Review and test any following steps in the Zap to make sure they still work as expected with the updated trigger.
- Once everything looks good, click Publish to activate the updated Zap.
Repeat this process for each Zap that relies on Fundraise Up triggers.