Payments2Us Import Files process is a powerful feature that allows organisations to quickly, correctly import payment or fundraising data from other systems
Templates for common 3rd party platforms such as Give Now, Go Fundraise etc.
Easily setup custom your own templates/mapping. For example Workplace Giving, Face-to-face fundraising
De-duplicates accounts and contacts automatically with existing Salesforce records, or will create new ones as needed
When required, Import fundraisers only without creating donations (opportunities)
Soft Credit Fundraisers
Link to existing campaigns, and/or create sub campaigns for teams as imported
Import and tokenise credit cards, or import tokens. Ideal when using 3rd party fundraisers.
Ensure your data quality is good enough to support your fundraising, marketing and sales strategies instead of slowing down the performance of your business or organisation.
Save on postage by having valid address
Improve deliverability by 40% with validated address
Provide quick entry of addresses with auto suggest
Validate Address, Emails, Phone (AU/NZ), BSB
Available on external checkout or internally for Account/Contact/Lead
Improve email reputation and marketing with validated emails
Ensure your data quality is good enough to support your fundraising, marketing and sales strategies instead of slowing down the performance of your business or organisation.
Simple and quick to setup
Records purchases and line items inside Salesforce
Provides 360 degree of online shopping purchase along side other modules of Payments2us such as Memberships, Donations, Event Tickets etc.
Webhooks provide the ultimate in flexibility by allowing your web developer to create custom online donation forms and simplifies the integration into Salesforce. At the same time, it leverages the power of Payments2Us with its receipting, de-duping of contacts and managing of recurring payments.
Simple way to connect existing/custom online forms with Salesforce
Integration method supported by Payments2Us and provides longer term assurance with upgrades
Leverages Payments2Us Receipting and de-duping capabilities