CRM Integration

Helping You Effectively Cultivate Constituent Relationships

With over 17 years of experience helping thousands of charities across Canada grow their online fundraising, we know that your ability to cultivate strong relationships with your donors, volunteers and other constituents is vital to fulfilling your charitable mission. That’s why, CanadaHelps provides all our clients with anytime access to full donor information and tools that make it easy to add information about donors who give to you using CanadaHelps into your Constituent Relationship Management (CRM) solution.

 

Anytime Access to Full Donor Information & Custom Reports

Easily access full information about donors who support your charity using CanadaHelps. Web reports let you see at a glance your most recent donations while the one-click donation download report provides all the most pertinent donation details. CanadaHelps also provides a custom reporting tool that lets you quickly create, generate, and download the exact detailed donation report you need in CSV format so it’s easy to import into your CRM database, such as DonorPerfect, Sumac and Silent Partner Software.

 

JMG Solutions Plug-in for Raiser’s Edge

For charities looking for more seamless integration of their CanadaHelps donation data with their Raiser’s Edge CRM, CanadaHelps has secured savings of over 50% off the regular price for JMG Solutions Super Importer and Exporter Raiser’s Edge Plug-in. Use this robust plug-in to: easily identify and associate a new donation record with an existing CRM donor record, auto-update data structure to ensure each imported field meets your data requirements and best practices, and review and edit donor records before import.

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CanadaHelps Connector for Salesforce.com

The new, freely available CanadaHelps Connector for Salesforce.com lets charities quickly and easily import CanadaHelps donor and donation data into their Salesforce.com CRM. This ready-to-go solution is available to all charities using a standard implementation of the Salesforce Foundation’s Nonprofit Starter Pack 2 and 3, and Salesforce Enterprise Edition. With the new CanadaHelps Connector for Salesforce, managing all your key donation and donor information cost-effectively in one single place has never been easier!

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Blackbaud and The Raiser’s Edge are registered trademarks of Blackbaud, Inc. Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc. JMG Solutions and JMG Solutions Super Import and Export Raiser’s Edge Plug-in are trademarks or registered trademarks of JMG Solutions, Inc.