⚠️ Important:
Before reading this article, ensure you have completed the Getting Started guide and successfully connected OnlineFundraising to Donorfy.
Understand How Data Flows into Donorfy
Once the integration is active, OnlineFundraising sends data to Donorfy in near real time.
Complete a form in OnlineFundraising.
Allow OnlineFundraising to send a webhook to Donorfy containing the form data.
Donorfy listens continuously for incoming webhooks and processes them as they arrive, creating or updating records automatically.
Configure Forms Correctly
Forms must be configured carefully to ensure Donorfy can be populated accurately.
Build forms using the OnlineFundraising form builder.
Ensure the form collects all required information needed for constituents, payments, and subscriptions.
📌Note:
Refer to OnlineFundraising documentation for detailed guidance on form configuration.
Create and Match Constituents
Every payment must belong to a contact in OnlineFundraising, which maps to a constituent in Donorfy.
Create a new contact in OnlineFundraising each time a form is submitted.
Attempt to match the incoming contact to an existing constituent in Donorfy.
If Donorfy finds a match with a confidence score of 13 or higher:
The payment is added to the existing constituent.
The OnlineFundraising contacts are merged to maintain a one-to-one relationship.
📌 Note:
When viewing a constituent in Donorfy, you can click through to the linked contact in OnlineFundraising.
Update Contact Details from Donorfy
Although the integration mainly flows from OnlineFundraising to Donorfy, limited updates flow the other way:
Update a constituent’s address, phone, or email in Donorfy.
Automatically update the linked OnlineFundraising contact with the same details.
This ensures CRM users can maintain contact details in a single place.
Create Recurring Payment Instructions
Subscriptions created in OnlineFundraising generate recurring payment instructions in Donorfy.
Submit a recurring donation or membership form in OnlineFundraising.
Create a corresponding Recurring Payment Instruction in Donorfy.
These RPIs are read-only in Donorfy.
Changes must be made in OnlineFundraising.
Updates sync automatically back into Donorfy.
You can click through from the RPI in Donorfy to the corresponding subscription or agreement in OnlineFundraising.
Handle Upgrades to Recurring Payments
Upgrades are managed as add-ons in OnlineFundraising.
Upgrade an existing subscription or membership in OnlineFundraising.
Create an upgrade to the existing RPI in Donorfy.
This results in:
A second payment line within the RPI.
Coding based on the upgrade campaign defined in the OnlineFundraising form.
Record Payments as Transactions
Successful payments create transactions automatically.
Collect a payment successfully in OnlineFundraising.
Add a Transaction to the constituent timeline in Donorfy.
Transaction coding follows this order:
Use coding from the RPI for recurring payments.
Use coding from the form for one-off payments.
Fall back to Transaction Defaults in Donorfy if not specified.
If a payment fails:
An Activity is added to the constituent timeline with failure details.