Before you begin, log in to both your EveryAction and GiveGab P2P Suite accounts.

Once you're logged in, check to see if you have "GiveGab ID" as an option in the Bulk Upload Wizard’s "Load data with" dropdown.

If you do not see "GiveGab ID" as an option, reach out to EveryAction's support team to request that it be added as an option. EveryAction's support team can be reached at help@everyaction.com.

API key requests must be made through the API Integrations system, which empowers 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 in order to set up and generate keys. Using this system lets you generate keys faster while keeping the process secure.

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.

Before you approve the key, you can set an expiration date on the API key's ability to make calls.

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."

From your EveryAction account, copy and paste into the GiveGab Integrations page both the EveryAction Application Name and EveryAction API Key, then click "Save."

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 Mapping chart below.

Please email help@everyaction.com if you would like all of the custom contribution fields added from the Data Mappings chart below.

Once your source code and custom contribution fields are set up within your EveryAction account, return to your GiveGab account, and navigate to the "EveryAction CRM Integration" tab. From that tab, 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.

With your integration setup finalized, it's time to make a test donation to ensure the integration is set up correctly. Head to your Campaign page and make a test donation. Donations are imported to your EveryAction CRM tenant every 30 minutes. If after 30 minutes you do not see your donations in your CRM, contact GiveGab support via the blue chat bubble or by emailing support@givegab.com.

The table name selected should be "Contributions" when adding custom fields.