Fundraise Up integration

Overview

With the Fundraise Up integration, you can connect your donation and supporter data directly into BetterUnite. This means no more manual CSV uploads—just accurate, traceable syncs that keep your campaigns and donor records up to date.

Step 1: Connect Your Fundraise Up Account

1. In BetterUnite, go to Settings → Integrations → Fundraise Up → Manage.
   

   

2. In Fundraise Up, create an API Key:

   • Go to Settings → API Keys → Create.

   • Make sure the key has permission to retrieve Donations and Supporters.
     
     

3. Paste your API Key into BetterUnite and click Save.

4. 

Once connected, you’ll see two new tabs: Transactions and Donors (Import).

Step 2: Import Donors

It’s best to import donors first so that new donations can link to existing contacts.

1. Go to the Donors (Import) tab.

2. Click IMPORT DONORS.
   
   

   

3. BetterUnite will process all Fundraise Up supporters:

   • Existing contacts will be updated.

   • New contacts will be created.

4. You’ll see a confirmation showing totals (Added, Updated).

ℹ️ This process is safe to run multiple times—duplicates will not be created.

Step 3: Map Campaigns

Before syncing donations, make sure they’re linked to the right campaigns.

1. Go to the Transactions tab.

2. Look for the BU Campaign column.

3. Use the dropdown to assign each Fundraise Up campaign to the correct BetterUnite campaign.
   
   

   

💡 Once you save a mapping for one donation, all future donations from that Fundraise Up campaign will automatically use the same mapping. You can modify any future donation mappings at anytime.

Step 4: Sync Donations

Now you’re ready to sync donations into BetterUnite.

1. On the Transactions tab, click Sync next to a donation.
   
   

2. BetterUnite will:

   • Match the donor with an existing contact (or create a new one).

   • Create a donation record in the mapped campaign.

3. The donation will update with a green “Synced” badge, along with a BetterUnite reference number.

🔄 Use Load More at the bottom of the list to fetch additional Fundraise Up donations.

Step 5: Ongoing Maintenance

• Periodically return to the Transactions tab and review transactions to bring in new donations.

• Use Reset Sync only if you need to correct a mistake (note: it does not delete the existing record in BetterUnite).

• Keep your donor records fresh by re-running the Import Donors process as needed.

Troubleshooting

Best Practice Workflow

1. Connect API Key

2. Import donors first (ensures contacts are matched)

3. Map campaigns before syncing

4. Sync donations (oldest first if order matters)

5. Use Load More regularly for new donations

6. Use Reset Sync only when correcting errors