Integrating Aplos and Raisely can streamline your organization's operations by combining powerful donor management tools with effective online fundraising capabilities. This integration allows you to seamlessly sync donor data, manage contributions, and enhance your overall fundraising efficiency. In this guide, we’ll walk you through the steps to set up and optimize the Aplos-Raisely integration, ensuring your organization gets the most out of these two platforms working together.
Key Benefits
- OAuth Connection: Easy account creation and login for Raisely within Aplos.
- Automated Accounting Setup: Streamlined financial tracking with automatic creation of asset and expense accounts in Aplos for Raisely transactions.
- Direct Links to Raisely Campaigns: Quick access to manage and view campaigns within Raisely from the Aplos platform.
- Seamless API Connection: Automated API key sharing between Aplos and Raisely, eliminating manual setup.
How the Integration Works
The Raisely integration is managed on your Online Donation Forms page within your Aplos account. The experience you see will depend on whether you've used AplosPay for online processing before.
Scenario 1: New to Online Processing (No AplosPay Used)
If you have not previously used Aplos Pay for online processing, you will see a full splash page promoting the Raisely integration on the Online Donations page.
You can choose to Activate your Raisely connection if you already have an account.
You can Sign Up for a brand new Raisely account right from the page.
You also have the option to Request a Demo of Raisely.
Scenario 2: Existing AplosPay User
If your organization is already using Aplos Pay and processing online funds, you'll see a small banner at the top of the Online Donations page advertising the Raisely integration.
You can continue to use Aplos Pay to create donation forms and manage existing transactions with no interruption.
The banner allows you to add Raisely as an additional tool, enabling you to use both AplosPay for standard donations and Raisely for powerful fundraising campaigns.
The Connection Process
Connecting your accounts is now a simple, guided login:
From the Online Donations forms page in Aplos, click “Activate Raisely” or “Request Demo”.
Enter the email you use (or will use) for your Raisely account.
Aplos will detect if you already have a Raisely account.
Existing Raisely Users: You will be prompted to enter your password and log in.
New Raisely Users: You will be guided through a simple registration process to create a new account.
Once you confirm the connection, the system handles the rest! The days of manually copying API keys are over.
Automatic Accounting Configuration
To ensure your books are always accurate, Aplos automatically configures necessary accounts during the connection process:
Raisely Stripe Asset Account: A new Asset Account is automatically created to house all funds raised through your Raisely campaigns. This account clearly separates your Raisely transactions from other processing.
Bank Fees Expense Account: If your organization doesn't already have one, a new Expense Account for Bank Fees is created to properly track any processing fees associated with your Raisely transactions.
These can be accessed and the integration removed by clicking the settings gear at the top right corner of the online donation forms screen in Aplos
Mapping Your Campaigns to Purposes
After connecting, you will be taken to a configuration screen that is important for your accounting:
Review Accounts: You'll see that your new Raisely Stripe asset account and Bank Fees expense account are already selected as defaults. You have the flexibility to change these if you prefer to use pre-existing accounts.
Map Campaigns: This is where you connect your Raisely campaigns to your Aplos Purposes.
Your live Aplos Purposes are pulled directly from your chart of accounts.
Select the Aplos Purpose that corresponds to each of your Raisely campaigns.
This mapping is the connecting point for your accounting! Once set, any donations that come through that Raisely campaign will automatically hit the correct Fund, Income Account, and Tags associated with the selected Aplos Purpose, ensuring proper allocation.
Ready to streamline your online fundraising and accounting? Get started by visiting the Donations -> Online Donations -> Online Donation Forms page in your Aplos account!
FAQs
What is the purpose of the Aplos and Raisely integration?
The integration aims to provide a seamless experience for Aplos users to leverage Raisely's powerful fundraising tools. This partnership addresses previous integration challenges by simplifying the connection process and making Raisely more accessible to Aplos users.
How does the integration benefit Aplos users?
This integration empowers Aplos users with enhanced fundraising capabilities through Raisely's modern and optimized donation forms, peer-to-peer fundraising options, and ticketed event management features. It eliminates the need for manual data entry and streamlines the flow of funds between the two platforms.
How are Contacts handled in this integration?
When a donation is created in Raisely and is sent into Aplos, that donor contact will be created inside of Aplos automatically with their email address attached to their contact.
If the same Donor donates again, the existing Aplos contact will not be duplicated.
How is Aplos matching to Existing Contacts?
Aplos is currently going by the First + Last name of a contact in order to match to existing contacts. This means that if donors happen to have the same exact First + Last name, it may try to match the donation to the existing contact.
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