Preserving CRM integration mapping rules when changing user accounts
When Fundraise Up is connected to a CRM, mapping rules define how data is sent between the two systems. A common question is whether these mapping rules are affected when the user account used for the integration is changed.
The answer depends on how the integration user is changed.
When mapping rules are preserved
Same CRM instance, different user
If you reconnect Fundraise Up to the same CRM instance using a different user account, existing mapping rules are preserved.
This applies as long as the new user has the same required permissions as the previous one. When you reconnect, Fundraise Up automatically pre-fills the existing mapping rules, and no reconfiguration is required.
When mapping rules must be rebuilt
Different CRM instance
If you disconnect from one CRM instance and connect to a different CRM instance, mapping rules are not preserved.
Mapping rules are specific to each CRM instance and cannot be transferred automatically. In this case, mapping rules must be configured again after the new connection is established.
Recommended best practices
Use a dedicated integration user
Create a dedicated user account in your CRM specifically for the Fundraise Up integration. This reduces the risk of disruptions caused by staff changes or user deactivations.
Keep a record of mapping rules
Document your CRM mapping rules outside of Fundraise Up. This makes it easier to rebuild the configuration if you ever need to reconnect the integration or switch CRM instances.