Donor database synchronization with accounting software

**Purpose**

1.1. Ensure real-time consistency and accuracy of donor records and financial data by automating synchronization between donor management databases and accounting software.
1.2. Eliminate manual entry, reduce errors, streamline donation tracking, and support regulatory compliance for religious institutions (Abbeys).
1.3. Provide seamless transaction mapping for every donation, pledge, and fund transfer across systems.

**Trigger Conditions**

2.1. New donation registered in the donor database.
2.2. Donor profile update or amendment.
2.3. Periodic batch triggers (daily/weekly synchronization).
2.4. Accounting record posted or modified in accounting software.

**Platform Variants**

3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Outbound Message to trigger on new donation record; configure with Accounting API endpoint for push.
3.2. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Webhooks for donation/constituent updates; connect to accounting software’s import endpoint.
3.3. QuickBooks Online
• Feature/Setting: "Create/Update Invoice" API; map each donor transaction using donor ID field.
3.4. Sage Intacct
• Feature/Setting: "create_customer" and "create_transaction" API; configure for mapping donor data per Abbey chart of accounts.
3.5. Microsoft Dynamics 365 Finance
• Feature/Setting: Data Connector for Donations entity; Batch job to pull donor records from source.
3.6. Xero
• Feature/Setting: "Contacts" and "Invoices" API; configure for new donation as invoice with tracked contact info.
3.7. Bloomerang
• Feature/Setting: Subscription Webhooks for new giving; connect to accounting app’s POST/PUT API.
3.8. DonorPerfect
• Feature/Setting: Automated Report Export to secure endpoint; ingest via accounting software API for recognition.
3.9. Zoho Books
• Feature/Setting: "Contacts" and "Sales Transactions" API; map donor profile and donation as sales entry.
3.10. NetSuite
• Feature/Setting: SuiteTalk (SOAP/REST Web Services); auto-create donor and financial transaction record.
3.11. Sage 50cloud
• Feature/Setting: CSV/Excel Sync Utility; schedule file transfer on donor update event.
3.12. Neon CRM
• Feature/Setting: Webhooks for new donor, donation added; POST to accounting integration endpoint.
3.13. Donorbox
• Feature/Setting: Zapier Trigger for new donation; configure webhook for accounting system API.
3.14. Fundly
• Feature/Setting: Automated Export Schedule; connect with accounting import API endpoint.
3.15. Pushpay
• Feature/Setting: API Integration for financial exports; scheduled pull by accounting app for donations.
3.16. Church Community Builder
• Feature/Setting: Webhooks for contributions; API call to accounting platform for new entry.
3.17. Aplos
• Feature/Setting: API for Donations and Contacts; map to accounting partner “transaction” endpoint.
3.18. ChMS (various)
• Feature/Setting: REST API for contribution events; configure with accounting software’s transaction import.
3.19. FreshBooks
• Feature/Setting: API for client and payment creation; direct mapping from donor data.
3.20. Givelify
• Feature/Setting: Data export automation; secure API push to accounting package.

**Benefits**

4.1. Unified and up-to-date donor and financial records across all systems.
4.2. Elimination of redundant manual entry; reduced risk of data entry errors.
4.3. Timely, reliable compliance and audit support for religious institution financials.
4.4. Improved reporting and donor relationship management.