Manage Your Key Donation and Donor Information
Do you use DonorPerfect, Sumac or Silent Partner?
Generate a CanadaHelps donation and donor data report in a format that’s ready to upload to your CRM! It’s easy.
1. Add report:
Sign into your CanadaHelps charity account and go to the “Donations” area. Click “Custom Data Download” and then click “Add a CRM Report.” Select your CRM.
2. Generate report:
Set the date range you want to pull data for and then navigate to the report named after your CRM. Click “Generate.”
3. Import report:
Use the import feature in your CRM to upload the report. NOTE: If you have customized your CRM vendor’s default field names, use the CanadaHelps “Edit” feature to relabel or remove fields as needed.
Salesforce, The Raiser’s Edge and Other CRMs
Get the CanadaHelps Connector for Salesforce.com, available to all charities using a standard implementation of Salesforce Foundations’s Nonprofit Starter Pack 2 and 3, and Salesforce Enterprise Edition.
The Raiser’s Edge
The JMG Solutions Super Importer and Exporter Plug-in is all you need to import your CanadaHelps donor and donation data into The Raiser’s Edge. CanadaHelps has secured a discount of over 50% for its clients interested in using this tool.