Before you begin, log in to both your EveryAction and GiveGab P2P Suite accounts.
Step 1: Confirm that the GiveGab ID has been added to your Bulk Upload Wizard in EveryAction
Once you're logged in, check to see if 'GiveGab ID' is listed as an option in the Bulk Upload Wizard’s 'Load data with' dropdown.
If you do not see 'GiveGab ID' as an option, contact EveryAction's support team to request its addition. You can reach EveryAction's support team at help@everyaction.com.
Step 2: Request an API Key from your EveryAction Account
EveryAction Account
API key requests must be made through the API Integrations system, which allows you to efficiently and securely manage the process of granting and revoking API keys. You must be an administrative user configured in the Support Request System to set up and generate keys. This system enables faster key generation while ensuring security.
In order to request a key, you must have the Request API Keys security function, which is typically on the User Profile for anyone with both a) the ability to submit support requests and b) the ability to export.
To begin, open the API Integrations page from the sidebar, and select "Request an API Key."
When requesting your API Key, select "GiveGab Sync" from the integration dropdown.
Step 3: Approve your API Key Request
EveryAction Account
Before approving the key, you can set an expiration date for the API key's ability to make calls.
Step 4: Set up the Integration in GiveGab
GiveGab Account
Navigate to your GiveGab P2P Suite account, and select the "Manage Organization" tab on the left-hand side to reveal a dropdown menu. From that menu, select "EveryAction CRM Integration."
Step 5: Input the Application Name and EveryAction API Key
GiveGab Account
From your EveryAction account, copy and paste both the EveryAction Application Name and EveryAction API Key into the GiveGab Integrations page, then click "Save."
Step 6: Add Custom Contribution Fields to Committee in EveryAction
EveryAction Account
Next, set up any custom contribution fields needed in your EveryAction account.
The custom contribution fields should match the exact formatting of the value in the first column of the Data Mappings chart below.
Please email help@everyaction.com if you would like all the custom contribution fields added from the Data Mappings chart below.
Step 7: Finalize Integration Setup
GiveGab Account
Once your source code and custom contribution fields are set up within your EveryAction account, return to your GiveGab account, navigate to the "EveryAction CRM Integration" tab, and fill out the two remaining fields, "Source Code" and "Designation" with the applicable information.
Once those remaining fields have been completed, select the "Enable Integration" box and then "Save" your changes.
Step 8: Make a Test Donation
GiveGab Account
Head to your Campaign page and make a test donation. Donations are imported to your EveryAction CRM tenant every 30 minutes. If you do not see your donations in your CRM after 30 minutes, contact GiveGab support via the blue chat bubble or email support@givegab.com.
Data mappings
CSV column Name | EA Field Name | Notes |
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Donor Info |
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FirstName | FirstName |
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LastName | LastName |
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| ||
Phone | Phone |
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AddressLine1 | AddressLine1 |
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AddressLine2 | AddressLine2 |
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City | City |
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StateOrProvince | StateOrProvince |
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ZipOrPostal | ZipOrPostal |
|
CountryCode | CountryCode |
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Contribution Info |
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N/A | ContributionStatusID | Always the word "Settled" |
DonationId | GatewayAccountTransactionID | GiveGab donation id |
DateReceived | DateReceived |
|
Amount | Amount |
|
CodeID | CodeID |
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PaymentTypeID | PaymentTypeID | "Credit Card" for online donations, "Cash" for offline |
N/A | Designation |
|
EventId | Custom field |
|
EventName | Custom field | Giving Day title if present, otherwise campaign title |
SupportArea | Custom field |
|
P2pId | Custom field |
|
P2pName | Custom field |
|
DonorDisplayName | Custom field |
|
UtmSource | Custom field |
|
UtmMedium | Custom field |
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UtmCampaign | Custom field |
|
UtmContent | Custom field |
|
UtmTerm | Custom field |
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TotalFees | Custom field |
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DonorCoveredFees | Custom field |
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GivegabDonationType | Custom field |
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GivegabPaymentMethod | Custom field |
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StripeAccountId | Custom field |
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FundNumber | Custom field |
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IntendedAmount | Custom field | Amount given less covered fees |
Field Types
The table name selected should be "Contributions" when adding custom fields.
