Syncing NonProfitEasy CRM to Fundly

Fundly fundraising campaigns and events can be synced to NonProfitEasy CRM so that information on donations and event registrations will sync from Fundly to NonProfitEasy.

This is a one-way sync. Fundly will update NonProfitEasy. Information will not flow in the other direction (NonProfitEasy CRM will not update Fundly).

1. To link your Fundly and NonProfitEasy CRM accounts, begin by logging into your Fundly account.

You must configure two levels of settings: global configurations and campaign/event configurations.

2. To configure your global configurations, go to your ACCOUNT SETTINGS by clicking on the drop-down arrow beside your name on the upper-right part of the page:

3. Enter your CRM API Key:

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To get your API Key, please follow these instructions: 

1. Go to your CRM and click on the drop-down arrow on the upper-right, then choose ACCOUNT:

2. Go to ORGANIZATION INFO and copy your API KEY:

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4. Once you have your API Key is entered, click on SAVE:

5. Select the Fund and Gift Source that will be used for all donations added from Fundly to your CRM (only one campaign and one fund can be assigned per Fundly account; however, each campaign can have its own Fund and Gift Source assignments).

6. Toggle the slider to the on/blue position.

7. Click Save again.

Your Fundly Account is now connected to your CRM account. Now, when you create campaigns and events within Fundly, you can link them to your NonProfitEasy account so that the data is automatically added to your CRM.

You will need to configure each campaign and each event to sync (as you can opt to not sync campaign/event data from Fundly to CRM).

Here's a tutorial on how to do it: How do I sync my Fundly Campaign to NonProfitEasy CRM?