SignUpGenius Part II: How the Sync Works
- SignUpGenius Enterprise is an online sign up tool that helps individuals and organizations organize people and events, as well as streamline communications. Users can embed sign up registration functionality directly onto a website and create custom portal pages to schedule shifts, manage volunteer hours, collect donations and gather participant information. It generally will be used as an alternative to VolunteerEasy, our volunteer management system. For those clients where VolunteerEasy is more functionality than they need, SignUpGenius may be a good alternative.
- Sign up/contact data as well as information on event registrations/attendance and volunteer activities from SignUpGenius syncs directly to our CRM so there is no need for manual data entry of contact information from SUG to CRM.
- The sync is one-way FROM SignUpGenius TO our CRM. Updating contact information in CRM does NOT update the same information inside SignUpGenius.
- For information on how to sign up for a SignUpGenius account and/or how to activate the sync, see our SignUpGenius Part I: Activate the SignUpGenius Sync tutorial.
- The sync consists of three separate parts:
- Sync of basic contact data for all contacts who complete your SignUpGenius sign-up form(s)
- As with all system syncs, CRM will use your duplicate prevention settings to determine if the incoming data matches an existing contact record (which it will then update if a match is found) or doesn't match an existing record (which it will then create a new record if no match is found)
- Sync of event registrations and attendance data for all contacts who register for your SignUpGenius events to CRM's events module.
- If the event doesn't yet exist in your system at the time the data syncs from SUG to CRM, the event will be created from the SUG data (event date, title, etc.)
- Sync of SignUpGenius volunteer activities including activity/opportunity name, volunteer's start date, end date, and # of hours volunteered in/for the activity to the "Volunteering Information" widget on View Contact.
- Sync of basic contact data for all contacts who complete your SignUpGenius sign-up form(s)
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