Skip to main content
BackedHelp Centre

FundraiserOne

Send each applicant's contact details to your FundraiserOne as a Contact, once Backed's team has switched the integration on for your organisation.

Last updated

The FundraiserOne integration sends each applicant's contact details to your organisation's FundraiserOne as a Contact, and keeps the Contact up to date when the details change. This appears only when it is turned on for your organisation.

Before you start

Backed's team sets FundraiserOne up for you: there is nothing to connect in your own settings. Ask Backed support to switch it on, and have ready:

  • your FundraiserOne base URL (an https:// address);
  • a FundraiserOne API key for Backed to use;
  • the FundraiserOne fields your forms should fill, if they are not the usual four (BusinessPhone, Email, Region and PostalAddressCity).

Backed's team saves these, tests the connection and switches the integration on. The key is kept encrypted and is never shown again, to them or to you.

Choose what each form answer fills

  1. Go to Plan > Form templates, open the Registrations tab and open a registration form.
  2. In the Form Builder, select a field.
  3. In its properties, choose the FundraiserOne field its answer is sent to from the list. The list holds the FundraiserOne fields Backed's team saved for your organisation. Choose None to send nothing.
  4. Save the form.

A field inside a repeatable section, a table and a file upload cannot be sent, so they have no FundraiserOne field. If Backed's team takes a field off the list after you chose it, the form still sends the answer to that field, and the choice shows as <name> (not in the list) until you change it. To add a field to the list, ask Backed support.

Set the Contact Type for each Registration Type

  1. Go to Settings > Profile and terms and open the Registrations tab.
  2. Edit a Registration Type and fill in FundraiserOne Contact Type. Leave it blank for none.
  3. Select Save.

When contacts are sent

  • A registration is sent as soon as it is submitted.
  • Changes to an approved registration's details are sent about 30 seconds later, so a burst of edits goes as one update.

Once FundraiserOne has accepted a Contact, its FundraiserOne ContactID shows on the applicant's record.

When a send fails

Backed tries again on its own. Every attempt, and why one failed, is listed in Integration logs under FundraiserOne. If sends keep failing, ask Backed support to test the connection; a changed API key or base URL is the usual cause.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.