Donor Strategy Integration

Do you need a Donor Strategy integration connector that synchronises Donor Strategy data with another business solution to eradicate slow and repetitive data entry processes? More specifically, are you looking to integrate key systems such as email marketing, payment gateways and communication platforms with Donor Strategy?

Codeless Platforms' Donor Strategy Integration connector enables organisations to integrate Donor Strategy with a vast array of business applications through an intuitive drag and drop interface.

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Donor Strategy Integration Scenarios and Benefits

Common integration scenarios that our customers have used the Donor Strategy Integration connector for include:

  • Financial software packages from providers such as Sage, SAP, Unit4 or Microsoft
  • Email marketing tools such as MailChimp, dotmailer or Communicator
  • JustGiving integration
  • Payment gateways and systems
  • SMS messaging gateways
  • Mail fulfilment houses such as Docmail

Common business benefits for integrating Donor Strategy with other applications include:

  • Removal of time consuming bi-directional data entry
  • Ability to automate marketing activities
  • Improved employee productivity and increased employee time on value adding tasks
  • Increased visibility of critical information
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Donor Strategy Integration starts from...

Connector Pricing

Donor Strategy

One time purchase

$998

BPA Server

Standard Product Base Server

Starts from:

$2,527

Donor Strategy API Documentation

View the Donor Strategy API Objects and Functions exposed by our Connector

Contacts

The contacts service groups together all of the API methods used for creating updating and deleting CRM data. This includes contact records addresses correspondence pictures notes relationships etc.

Add

  • Delete Address
  • Fetch Address
  • Fetch Addresses
  • Update Address

Categorise

  • Categorise Organisation
  • Categorise Person

Clear

  • Clear Organisation Categories
  • Clear Person Categories

Create

  • Create Address
  • Create Award
  • Create Club Relationship
  • Create Correspondence
  • Create Education
  • Create Free Note
  • Create Misc Org Relationship
  • Create Misc Person Relationship
  • Create Org To Org Relationship
  • Create Organisation
  • Create Person
  • Create Person To Org Relationship
  • Create Person To Person Relationship
  • Create Picture
  • Create Prof Qualification
  • Find Or Create Organisation
  • Find Or Create Person

Delete

  • Delete Award
  • Delete Correspondence
  • Delete Education
  • Delete Free Note
  • Delete Organisation
  • Delete Person
  • Delete Picture
  • Delete Prof Qualification
  • Delete Relationship

Fetch

  • Fetch Award
  • Fetch Awards
  • Fetch Club Relationship
  • Fetch Contact
  • Fetch Contact WC Login Data .
  • Fetch Correspondence
  • Fetch Correspondence Records
  • Fetch Education
  • Fetch Education Records
  • Fetch Free Note
  • Fetch Free Notes
  • Fetch Misc Org Relationship
  • Fetch Misc Person Relationship
  • Fetch Organisation
  • Fetch Organisation Categories
  • Fetch Person
  • Fetch Person Categories
  • Fetch Person To Org Relationship
  • Fetch Person To Person Relationship
  • Fetch Picture
  • Fetch Pictures
  • Fetch Prof Qualification
  • Fetch Prof Qualifications
  • Fetch Relationship
  • Fetch Relationships

Find

  • Find Matching Organisations
  • Find Matching People

Lookup

  • Lookup Contact ID
  • Lookup CRM Record
  • Lookup Relationship ID

Merge

  • Merge Into Existing Organisation
  • Merge Into Existing Person

Other

  • ContactIs Organisation
  • Person Is Deceased
  • Relationship Exists

search

  • search For Organisations2
  • search For People
  • search For People2
  • searchForOrganisations

Uncheck

  • Uncheck Organisation Categories
  • Uncheck Person Categories

Update

  • Update Award
  • Update Club Relationship
  • Update Contact WC Login Data
  • Update Correspondence
  • Update Education
  • Update Free Note
  • Update Misc Org Relationship
  • Update Misc Person Relationship
  • Update Org To Org Relationship
  • Update Organisation
  • Update Person
  • Update Person To Org Relationship
  • Update Person To Person Relationship
  • Update Picture
  • Update Prof Qualification
  • Update Relationship

User Service

UserServiceAPI contains public methods for logging on to the Donor Strategy Application Server. Its method calls do not require a validated SesssionID

Get

  • Get Available Databases
  • Get Server Time

Other

  • API Version
  • Drop Session
  • Log off
  • Logon To API
  • server Version
  • sessionIs Alive

Retrieve

  • Retrieve User Group
  • Retrieve User Groups

Finance Service

Use this method to add a transaction to a batch. An error is returned if the transaction cannot be batched.

Add

  • Add Transaction To Batch
  • Add Transaction To Gift Aid Claim

Bank

  • Bank Transactions

Calculate

  • Calc Gift Aid To Claim
  • Calc UK Gift Aid Effective Date
  • Calculate VAT Element .
  • Calculate VAT Element From Gross

Categorise

  • Categorise Regular Transaction
  • Categorise Transaction

Claim

  • Claim Gift Aid

Clear

  • Clear Regular Transaction Categories 
  • Clear Transaction Categories

Create

  • Create Gift Aid Certificate
  • Create Gift Aid Certificate Ex
  • Create Pledge
  • Create Promotion Defaults
  • Create Regular Transaction
  • Create Transaction

Delete

  • Delete Batch
  • Delete Claim
  • Delete Gift Aid Certificate
  • Delete Gift Aid Certificate Ex
  • Delete Pledge
  • Delete Regular Transaction
  • Delete Transaction

Fetch

  • Fetch All Promotion Records
  • Fetch Batch
  • Fetch Claim
  • Fetch Gift Aid Certificate
  • Fetch Gift Aid Certificates
  • Fetch Payment Methods
  • Fetch Payment Schedule
  • Fetch Pledge
  • Fetch Pledges
  • Fetch Promotion Defaults
  • Fetch Promotion Defaults For Promotion Code
  • Fetch Promotions
  • Fetch Receipt Types
  • Fetch Regular Transaction
  • Fetch Regular Transactions
  • Fetch Tax Rate
  • Fetch Transaction
  • Fetch Transactions
  • Fetch VAT Rate
  • Fetch VAT Rates

Generate

  • Generate Transactions

Other

  • Has Gift Aid Certificate
  • TransactionIs Batched
  • TransactionIs Claimed

Remove

  • Remove Transaction From Batch
  • Remove Transaction From Gift Aid Claim

search

  • search For Batches
  • search For Claims
  • search For Pledges
  • search For Regular Transactions
  • search For Transactions

Update

  • Update Gift Aid Certificate
  • Update Pledge
  • Update Promotion Defaults
  • Update Regular Transaction
  • Update Transaction

Meta Data Service

Provides method for retrieving Categories and Fieldmappings

Create

  • Create Category
  • Create Category Heading

Fetch

  • Fetch Category Definitions
  • Fetch Category Heading And Values
  • Fetch Category Heading Definitions
  • Fetch Category Value Definitions
  • Fetch Default Values
  • Fetch Field Mapping
  • Fetch Field Mappings
  • Fetch Field Mappings By Module
  • Fetch Frequencies
  • Fetch List
  • Fetch Struct Meta Data .

Event Management Service

Allocate

  • Allocate Tickets
  • Allocate Tickets With Refs

Categorise

  • Categorise Event

Check

  • Check Ticket Availability

Clear

  • Clear Event Categories

Create

  • Create Event
  • Create Event Allocation
  • Create Event Diary Item
  • Create Event Expenditure
  • Create Event Fee
  • Create Event Location
  • Create Location
  • Create Role
  • Create Sponsorship
  • Create Sponsorship Payments
  • Create Ticket Payments

Delete

  • Delete Event
  • Delete Event Allocation
  • Delete Event Diary Item
  • Delete Event Expenditure
  • Delete Event Fee
  • Delete Event Location
  • Delete Invitation
  • Delete Location
  • Delete Role
  • Delete Sponsorship

Fetch

  • Fetch Event
  • Fetch Event Allocation
  • Fetch Event Allocations
  • Fetch Event Confirmation Letter
  • Fetch Event Diary Item
  • Fetch Event Diary Items
  • Fetch Event Expenditure
  • Fetch Event Expenditure Items
  • Fetch Event Fee
  • Fetch Event Fees
  • Fetch Event Location
  • Fetch Event Locations
  • Fetch Invitation
  • Fetch Invitations
  • Fetch Location
  • Fetch Locations
  • Fetch Role
  • Fetch Roles
  • Fetch Sponsorship
  • Fetch Sponsorship By Event
  • Fetch Sponsorship By Invitee
  • Fetch Statistics
  • Fetch Ticket Availability
  • Fetch Web Events

Invite

  • Invite To Event

search

  • search For Events

Update

  • Update Event
  • Update Event Allocation
  • Update Event Diary Item
  • Update Event Expenditure
  • Update Event Fee
  • Update Event Location
  • Update Invitation Statuses
  • Update Location
  • Update Role
  • Update Sponsorship

Membership Service

Calculate

  • Calc Plan End Date

Categorise

  • Categorise Membership

Clear

  • Clear Membership Categories

Create

  • Create Adoptee
  • Create Membership
  • Create Scheme

Delete

  • Delete Adoptee
  • Delete Membership
  • Delete Scheme

Extend

  • Extend Memberships

Fetch

  • Fetch Adoptee 
  • Fetch Adoptees
  • Fetch Contact ID
  • Fetch Default Membership Status
  • Fetch Membership
  • Fetch Membership Record Ext
  • Fetch Membership Status Meaning
  • Fetch Membership Statuses
  • Fetch Memberships
  • Fetch Payment Plan ID
  • Fetch Payment Schedule
  • Fetch Payment Schedule By Member ID
  • Fetch Renewal Info
  • Fetch Scheme
  • Fetch Schemes

Generate

  • Gen New Membership Link ID

Lookup

  • Lookup Member ID

Other

  • ContactIs Member
  • Lapse Memberships
  • Member AgeIs Valid

Renew

  • Renew Memberships

search

  • search For Adoptees
  • search For Memberships
  • search For Memberships Ext

Update

  • Update Adoptee
  • Update Membership
  • Update Membership Statuses
  • Update Scheme

Merchandising Service

The merchandising service groups together all of the API methods used for creating updating and deleting purchase order and stock item data.

Authorise

  • Authorise Purchase Order

Calculate

  • Calc VAT Element For Order Line
  • Calculate Delivery Charge
  • Calculate Stock Code

Cancel

  • Cancel Order

Categorise

  • Categorise Purchase Order
  • Categorise Stock Item

Check

  • Check Stock Is Available

Clear

  • Clear Purchase Order Categories
  • Clear Stock Item Categories

Create

  • Create Copy Order
  • Create Payment
  • Create Purchase Order
  • Create Stock Item
  • Find Or Create Stock Items

Delete

  • Delete Purchase Order
  • Delete Stock Item

Fetch

  • Fetch Applicable Delivery Zones
  • Fetch Delivery Zones
  • Fetch Latest Stock Modification Date
  • Fetch Next Purchase Ref
  • Fetch Order Statuses
  • Fetch Purchase Order
  • Fetch Purchase Orders
  • Fetch Stock Availability
  • Fetch Stock Item
  • Fetch Stock Item By External Code
  • Fetch Stock Item IDS By Category
  • Fetch Stock Item Modification Date
  • Fetch Stock Items By Category

Lookup

  • Lookup Purchase Order
  • Lookup Purchase Order By Custome rRef
  • Lookup Stock ID
  • Lookup Stock ID By External Code
  • Lookup Stock VAT Code
  • Lookup Unit Price

schedule

  • schedule Delivery

search

  • search For Purchase Orders
  • search For Stock Item IDS
  • search For Stock Items

Update

  • Update Stock Item

Data Service

Clear

  • Clear Category

Fetch

  • Fetch Max Value

select

  • select Category

Alerts Service

Complete

  • Complete Alert

Create

  • Create Alert
  • Create Group Alert
  • Create Group Alert And Reminder

Delete

  • Delete Alert

Fetch

  • Fetch Alert
  • Fetch Alerts

Update

  • Update Alert
  • Update Group Alert

Campaign Service 

Get

  • Get Web Campaign

Pub Acc_Alerts Service

Fetch

  • Fetch_Alert

Other

  • Ack_Alert

Data Types

Add

  • Address Record

Create

  • Find Or Create Org Result
  • Find Or Create Stock Items Result
  • Find OrCreate Person Result

Match

  • Match Specification

Other

  • Adoptee Record
  • Alert Record
  • Alert User
  • Attachment Record
  • Award Record
  • Base Picture Record
  • Batch Record
  • Category Heading
  • Category Record
  • Category Value
  • Claim Record
  • Club Relationship
  • Contact Record
  • Corresp Record
  • DB Base Record
  • DB Field
  • Delivery Zone
  • Delivery Zone And Cost
  • Donor Database
  • Education Record
  • Event Allocation
  • Event Diary Record
  • Event Fee
  • Event Invitation Record
  • Event Location Record
  • Event Record
  • Event Role Record
  • Event Sponsorship Record
  • Expenditure Record
  • Field Mapping
  • Field Match
  • Free Note Record
  • Frequency
  • Gen Trans Params
  • Gift Aid Cert Record
  • Group Alert Record
  • Invitation Parameters
  • List Data
  • Location Record
  • Logon Params
  • Logon Result
  • Match Result
  • Membership Option
  • Membership Plan Type
  • Membership Record
  • Membership Record Ext
  • Membership Scheme
  • Misc Org Relationship
  • Misc Person Relationship
  • Order Line
  • Order Status Info Item
  • Org Org Relationship Record
  • Organisation Record
  • PA_Alert
  • PA_Alerts_Reply
  • Pay Now Properties
  • Payment Details
  • Payment Method
  • Payment Schedule Item
  • Person Org Relationship Record
  • Person Person Relationship Record
  • Person Record
  • Picture Record
  • Pledge Record
  • Prof Qualification Record
  • Promotion Record
  • Purchase Order
  • R68 Header
  • R68 Item
  • Reg Trans Account Info2
  • Reg Trans AccountInfo
  • Reg Trans BACS Info
  • Reg Trans Schedule
  • Regular Transaction Record
  • Relationship Record
  • Renewal Info
  • Renewal Params
  • statistic Result
  • stock Item
  • struct Meta Data
  • Transaction Properties
  • Transaction Record
  • User Group
  • VAT Rate
  • WC Login Data
  • Web Campaign

search

  • Category Search Param
  • DB Search Param

Update

  • Record Update Result
  • Record Update Results
  • Update Result

Enumerations

Other

  • Batch Method
  • Boolean Operator
  • Char Case
  • Comparison Operator
  • Dedupe Match Type
  • Donor Strategy Module
  • Field Data Type
  • Field Source Type
  • Frequency Type
  • Image Class
  • Membership Status Meaning
  • PA_Alert_Reply
  • Promotion Types
  • Purchase Order Status
  • Reg Trans Schedule Type
  • Reg Trans Status
  • Reg TransInstruction Type
  • Relate Type
  • Renewal Date Option
  • stockItem Type
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