Seamlessly integrate with Funraise, an industry leader in nonprofit fundraising, for amplified giving and deeper donor engagement. Elevate fundraising efforts with comprehensive analytics and unlock valuable donor insights, all under one roof.

The initial integration is one way, from Funraise to Daxko Operations, and eliminates the need for manual data entry. On a regular basis, Daxko Operations will consume donations made in Funraise, matching donors to existing members in Daxko Operations or allowing staff to create new membership units if one doesn’t yet exist in Daxko Operations.

This user guide will detail the following topics:

Before delving into the setup process, it's helpful to grasp some fundamental terms used within the Funraise and Daxko Operations integration. These terms will help you navigate the integration seamlessly:

Team Daxko will need to configure your Funraise integration. To do so, we will need an API key from your Funraise account, as well as a start date to begin syncing contributions. Contact support@daxko.com to learn about next steps.

Now that the integration is enabled, let’s look at how to finish this setup by mapping campaigns and managing donations.

In Daxko Operations, under the Manage Campaigns section, map Funraise campaign sites to Daxko Operations campaigns by selecting the “Funraise Integration” button. This can be done by any users with the Manage Campaigns user permission.

Now, ensure donations to Funraise campaign sites are correctly mapped by selecting the corresponding Daxko Operations campaign.

After Funraise campaign sites are linked to Daxko Operations campaigns, users can now turn on the integration toggle. After selecting that toggle, users will see a confirmation modal that includes important information about turning the integration on.

After the integration is turned on, this is what the Manage Funraise Campaigns page will look like:

Now you’ll start to see Funraise contributions flowing into Daxko Operations based on the initial load date configured for your organization.

Navigating to the "Manage Online Donations" section allows users to monitor and review incoming donations from Funraise. Filtering options enable users to isolate Funraise donations, making it easy to track and verify donations. Each donation is mapped to the corresponding campaign, ensuring accurate reporting within Daxko Operations.

From Manage Online Donations, users can check for duplicates. If none are found – like in the example below – users can create a membership unit with the existing information about that donor.

Once that record is created, the Donation History will include the gift from Funraise. Notice that the “Donation Method” is “Funraise”.

The Pledge Information will indicate that the gift came through Funraise. Notice the following actions are disabled for Funraise gifts: Write Off, Make Adjustment, and Make Payment.

Daxko Operations will automatically map a Funraise donor (Supporter) to a member/donor in Daxko Operations if the following fields match:

These automatic matches will not go to the Manage Online Donations page for review but will instead be mapped to the appropriate member.

Below is an example of a gift in Funraise (right) that will automatically match to a member in Daxko Operations (left).

In addition to one-time contributions, Funraise supports recurring donations through Subscriptions, allowing supporters to make regular, scheduled payments. Within Daxko Operations, recurring donations from Funraise are recorded and tracked within Donation History. Each recurring donation is associated with a corresponding pledge schedule, detailing the frequency and amount of future payments.

Here's an example of what a recurring donation (subscription) payment schedule looks like. Again, notice that the actions on this page are disabled.

In the event of a refund processed in Funraise, the integration ensures that corresponding transactions are accurately reflected in Daxko Operations. Refunded donations are appropriately marked within the system as “Written Off”, maintaining data integrity and financial accuracy.

Funraise is the source of truth for donations received through Funraise. Daxko Operations will simply reflect those gifts.

From an accounting perspective, Daxko Operations will adjust / write off any donations mapped over from Funraise since the donation payment was made in Funraise, and the revenue recognition and accounting are handled in Funraise. To aid in this reconciliation process, we will automatically set up a default adjustment called “Received from Funraise”.

Please contact support@daxko.com if you have any questions about this integration.