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.
Step-by-Step Integration Guide
Step 1. For Existing AplosPay Customers
If you already utilize the AplosPay feature in Aplos your first step will be locating the banner in the Online Donations Page.
Step 1. For Non-AplosPay Customers
If you do not currently utilize AplosPay the first step will look slightly different with an entire splash screen on the Online Donations Page
Step 2. Click on “Activate Raisely” or “Request Demo”
Step 3. Enter email address:
Step 4. Confirm the connection
Step 5. If Raisely detects an existing account, it will prompt a login
Step 6. Successfully connected!
Step 7. Configure the connection in Raisely
FAQ
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.
What are the key features of the integration?
- 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 do I connect my Raisely account to Aplos?
The integration offers a simple Login process where the user can either enter their Raisely Login credentials to establish the connection, or create a new Raisely account if they don’t already have one in place.
What happens to my financial data when I use Raisely through Aplos?
When you connect Raisely and Aplos, the integration automatically creates the necessary asset and expense accounts in your Aplos Chart of Accounts to track funds flowing through your Raisely Stripe account. This ensures accurate accounting and reconciliation.
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 donor’s happen to have the same exact First + Last name, it may try to match the donation to the existing contact.
Who can use this integration now?
This integration is currently behind a feature flag for specific customers who have passed the Raisely Screening process. If you have questions around screening