Step 1: Log in

To begin, log into both your EveryAction account and your GiveGab P2P Suite accounts.

Step 2: Request API Key from your EveryAction Account

EveryAction Account

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.

Step 3: Approving your API Key Request

EveryAction Account

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

Step 4: Setting 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."

Steph 5: Input the Application Name and API Key

GiveGab Account

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

Step 6: Add Custom fields to Committee in EveryAction

EveryAction Account

Next, set up any custom fields needed in your EveryAction account.

The custom fields should match the exact formatting of the value in the first column of the Data Mapping chart below.

Note: There is a limit of 50 custom fields in EveryAction per Committee. It is not required that GiveGab sends over any custom fields. At a minimum, we recommend sending over the payment/financial-related custom fields.

Step 7: Finalize Integration Set-Up

GiveGab Account

Once your source code and custom 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.

Step 8: Make a Test Donation

GiveGab Account

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.


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

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