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Ines Garcia edited this page Jun 29, 2021 · 17 revisions

Welcome to the Data-Integrity-Integrations wiki!

The Pickle

People are your most important resource as a nonprofit, and managing those relationships is top priority hence how you input, organize, and access constituent data efficiently is key.

Constituents can be staff, donors, volunteers, clients, agencies, businesses, partner organisations, and any other individual or group that your nonprofit interacts with.

The pickle is how to effectively manage accurate, relevant and cohesive constituent data. Some of these data points can include donor or grantee profiles, giving histories, surveys, project or grant reports, interviews, input from focus groups, annual reports, email data, and so on.

  • when it can comes from multiple external sources, diverse (ie when same individual sign up from different email addresses or inverse),
  • when you may have duplicates created from different 3rd party systems (donations / events registration / accounting …)
  • when you want to handle data externally such as renewal

High level Data flow

Entries / Where from areas / where to

  • Donations (JustGiving,
  • Events (Evenbrite
  • Webforms (FormAssembly, FormTitan, web-form, pardot form/handler,

Finding out Boundaries / Questions

[Data already in SF] ()

[Product Enhancements Ideas] ()