Skip to main content
All CollectionsHelp ArticlesGiveGab Integrations
How to enable the GiveGab EveryAction Integration
How to enable the GiveGab EveryAction Integration
Katrina Grein-Topken avatar
Written by Katrina Grein-Topken
Updated over a week ago

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.

Graphical user interface, text, application

Description automatically generated

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

Donor Info

FirstName

FirstName

LastName

LastName

Email

Email

Phone

Phone

AddressLine1

AddressLine1

AddressLine2

AddressLine2

City

City

StateOrProvince

StateOrProvince

ZipOrPostal

ZipOrPostal

CountryCode

CountryCode

Contribution Info

N/A

ContributionStatusID

Always the word "Settled"

DonationId

GatewayAccountTransactionID

GiveGab donation id

DateReceived

DateReceived

Amount

Amount

CodeID

CodeID

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

UtmCampaign

Custom field

UtmContent

Custom field

UtmTerm

Custom field

TotalFees

Custom field

DonorCoveredFees

Custom field

GivegabDonationType

Custom field

GivegabPaymentMethod

Custom field

StripeAccountId

Custom field

FundNumber

Custom field

IntendedAmount

Custom field

Amount given less covered fees

Field Types

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

Did this answer your question?