What to review before you start
Bring your platform names and sample field definitions to a walkthrough. Confirm the available connection method for each source, how refunds and recurring gifts are represented, and how the team will detect missing or repeated records. Support varies by provider and account.
- List each donation source and its current export or integration options.
- Map donor identifiers, amounts, currency, gift dates, and designations.
- Reconcile sample totals and agree who handles sync exceptions.
Common questions
Do we need to move our donation checkout?
The workflow is designed around the donation sources you already use. Confirm the connection and data coverage for your specific platform before planning a migration.
What should we ask about integration availability?
Ask which fields and events are supported, how connection health is shown, and whether the setup uses an integration or an import. A provider name alone does not establish complete coverage.