- Why use the Kindful connector?
- How to Setup the Kindful Connector?
- How does it work?
- What limitations does it have?
- How often can it sync?
- Who can I contact for support?
Why use the Kindful connector?
The Kindful connector allows you to automatically import Fundraisers and Donors from GoFundraise into your Kindful CRM account. With Kindful you can track both online and offline donation history, event registrations, email marketing results, task history, pledges, and past acknowledgments, all in a simple contact profile. It allows you to see every interaction with your donors in one central place.
How to Setup the Kindful Connector?
Setting up the Kindful connector happens in a few simple steps.
1) Navigate to your charity profile area from the Event Creator portal within GoFundraise and select the "Integration" tab.
2) Select Kindful. If you aren't already connected you will see the following option
3) Click "Connect with Kindful". This will open the Kindful OAuth2 login screen where you will need to login to your Kindful account and give GoFundraise permission to sync into your Kindful account.
4) Follow the prompts and your Kindful account will be connected. You will then see this screen.
Congratulations! Your GoFundraise data will now begin syncing into Kindful.
The Integration setup currently does not finalize when performed using the Firefox browser. Please use a different browser, such as Chrome, to connect to your Kindful account. We are working on resolving this incompatibility.
How does it work?
We use the Kindful API to regularly push your GoFundraise data into your Kindful account. We have already mapped known fields between Kindful and GoFundraise so for a standard setup there is no configuration necessary. If you have custom fields or a custom setup, we can help with setting up a manual mapping solution for you.
What limitations does it have?
The GoFundraise sync connector will not, by default, sync historical information into Kindful, rather it will begin syncing data after the connection is made. Contact us if you would like to sync your historical data.
Data Display within Kindful
Kindful treats data differently within their UI depending on the source of the data. Data synced from GoFundraise may not be visible in some places. Most data is available through the Activities area within your Kindful account. Please contact Kindful if you have any questions on how to access this data.
Both Kindful and GoFundraise welcome feedback and suggestions for how to improve your experience with our platforms.
Whilst GoFundraise syncs Soft Credits into the Kindful platform, these cannot be directly linked to the original transaction contact.
Modifying Data Within Kindful
Kindful allows you to modify data synced from GoFundraise. The changes are not propagated back to the GoFundraise platform and could cause discrepancies in reporting between the two platforms.
How often can it sync?
By default, data is synced into Kindful once per hour. If you have requirements outside of this, we can help with setting up a custom schedule.
Who can I contact for support?
If you have any further questions about the Kindful connector or have issues with its setup or usage, contact our Customer Care Team at firstname.lastname@example.org.