What data is sync'ed with ChatGPT sandbox

Data Included in AI Sync

When you run AI Data Sync, the system uploads a snapshot of contacts and donations for your organization. This page documents exactly what data is shared, so you know what the AI can see and use. Remember that these details are only within your own ChatGPT sandbox and are not shared with the world.

Two files are generated during each sync:

Contacts file
Donations file

Only the fields listed below are included.

Contact Data Sent to AI

For every contact in your organization, we sync a curated set of fields that help the AI identify donors, understand their relationship to your organization, and tailor language appropriately.

Identity & Profile

Contact ID
First, middle (if available), and last name
Title (Mr., Ms., Dr., etc.)
Preferred/formal addressee
Informal addressee or nickname
Household name
Gender and pronouns
Date of birth

Contact Information

Email addresses (primary and secondary)
Phone numbers: cell, work, home
Addresses (primary and secondary):
- Street 1, Street 2
- City, State/Province
- Postal/ZIP code
- Country

Employment & Organization

Employer
Occupation
Job title
Company/organization name
Donor type (individual, organization, household)

Household & Relationships

Marital status
Spouse name
Spouse employer and occupation
Household grouping indicator

Online Presence

Website
Facebook URL/handle
Twitter handle
LinkedIn profile
Instagram handle
Legacy Google+ URL (if present)

Fundraising & Segmentation

Account number / constituent ID (if used)
Unique contact reference
Internal rating or score
Tags (manual)
AutoTags (system-generated)
Donor classification
Donor status (Active, Inactive, Prospect)
Donor type

Consent & Preferences

Unsubscribed (global email opt-out)
Do Not Email
Do Not Call
Do Not Mail

Metadata & Flags

Created date
Last contact date
Notes / description
Is Donor
Is Staff
Is Volunteer
Source campaign ID (if applicable)
Mapped custom fields (if configured)

Donation Data Sent to AI

For every donation, we send a compact record focused on gift details, attribution, and context. Payment fields are informational only and are never used for processing.

Core Identifiers

Donation ID
Unique reference
Reference number
Contact ID (donor link)

Amounts & Currency

Amount
Currency
Deductible amount
Combined fees
Donor tip amount
Who pays tip
WePay gross, fees, refunds (if applicable)

Gift Details & Dates

Created date (gift date)
Anonymous flag
Acknowledged flag
Internal note
Additional internal comments
Dedication text
Public note
Public note “from”
Donation tags
Purchased gifts summary (e.g., tickets, items)

Payment Context (Non-Sensitive)

Included only to help the AI reference payment flows (e.g., Stripe vs PayPal):

Payment type (card, ACH, check, cash, etc.)
Payer name and email
Merchant payout ID
PayPal merchant and order IDs
Stripe checkout and destination payment IDs
WePay reference number
Fee payer (donor vs organization)

These fields cannot be used to charge, refund, or access payments.

Summary

The AI sync includes:

Contact data: identity, contact info, employment, household relationships, social links, communication preferences, tags, donor status/type, and personalization metadata.
Donation data: gift identifiers, amounts, currency, deductible portions, fees/tips, dates, anonymity and acknowledgment flags, notes, tags, and non-sensitive payment identifiers.

No passwords, credentials, or payment methods are ever sent.

This limited dataset supports:

Better personalization in AI-generated content
More accurate donor summaries and recommendations
Insight into giving patterns and engagement history