System Integrations

Real-time connector status across all source systems

12
Connected
1
Degraded
16
Total Connectors
97.9%
Avg Health
NetSuite
ERP / Accounting
Connected
Direction
Bi-directional
Last Sync
Mar 14 08:42 AM
Health
99.2%
Qgiv
Online Giving
Connected
Direction
Inbound
Last Sync
Mar 14 09:15 AM
Health
100%
PayPal
Payments
Connected
Direction
Inbound
Last Sync
Mar 14 07:30 AM
Health
98.5%
BDI (Brewer Direct)
Direct Mail
Connected
Direction
Bi-directional
Last Sync
Mar 12 02:00 PM
Health
100%
Delivra
Email Marketing
Connected
Direction
Outbound
Last Sync
Mar 14 06:00 AM
Health
97.8%
VOMO
Volunteer Mgmt
Connected
Direction
Bi-directional
Last Sync
Mar 14 08:00 AM
Health
100%
MissionTracker
Program Operations
Connected
Direction
Inbound
Last Sync
Mar 14 07:00 AM
Health
96.4%
Windfall
Wealth Intelligence
Connected
Direction
Inbound
Last Sync
Mar 10 12:00 PM
Health
100%
ViewSpark
Donor Engagement
Degraded
Direction
Outbound
Last Sync
Mar 13 10:00 PM
Health
84.2%
Pursuant / AGP
Fundraising Agency
Connected
Direction
Bi-directional
Last Sync
Mar 11 09:00 AM
Health
100%
Neon One (Legacy CRM #1)
Legacy CRM
Migration Source
Direction
Outbound (Extract)
Last Sync
Mar 14 06:00 AM
Health
100%
Virtuous (Legacy CRM #2)
Legacy CRM
Migration Source
Direction
Outbound (Extract)
Last Sync
Mar 14 06:00 AM
Health
100%
VolunteerTracker (Legacy)
Legacy Volunteer Mgmt
Migration Source
Direction
Outbound (Extract)
Last Sync
Mar 1 12:00 AM
Health
92%
Canopy
Planned Giving
Connected
Direction
Bi-directional
Last Sync
Mar 13 02:00 PM
Health
98%
Commerce Bank ACH
ACH Payments
Connected
Direction
Inbound
Last Sync
Mar 14 05:00 AM
Health
100%
Pulse
Client Feedback / Surveys
Connected
Direction
Inbound
Last Sync
Mar 13 06:00 PM
Health
100%

Duplicate Detection & Merge — IN-06

Auto-merge ≥ 95%
3.8%Dup Rate
1,840
Total Caught
1,420
Merged (YTD)
284
Pending Review
136
Dismissed

Match Rules

Exact Name + Address40%
Email Match25%
Phone + Last Name20%
Fuzzy Name (Levenshtein ≤ 2)10%
Household Address Only5%

Recent Matches — Pending Review

Record A
D-00124
94%
match
Record B
D-34821
pending
Robert J. Mitchell↔Bob Mitchell
AddressPhoneLast Name
Record A
D-00891
91%
match
Record B
D-41002
pending
Katherine S. Donovan↔Kathy Donovan
EmailAddressPhone
Record A
D-12440
87%
match
Record B
D-12441
pending
First Baptist Church↔First Baptist Church of KC
AddressEIN
Record A
D-08823
82%
match
Record B
D-29104
pending
James & Linda Torres↔James Torres
AddressLast Name
Record A
D-05519
76%
match
Record B
D-05520
merged
Williams Family Trust↔Williams Living Trust
AddressPhone
Record A
D-33001
72%
match
Record B
D-44122
dismissed
Mark Anderson↔Marcus Anderson
EmailLast Name

Connector Architecture

All integrations use secure, authenticated API connectors with real-time or scheduled sync capabilities. Data flows are monitored continuously with automated alerting for failures or degradation. 3 legacy systems (Neon One, Virtuous, VolunteerTracker) are in active migration — extracting 10 years of historical data.

Bi-directional APIs
NetSuite, BDI, VOMO, Pursuant, Canopy
Inbound Ingestion
Qgiv, PayPal, MissionTracker, Windfall, Commerce ACH, Pulse
Outbound Push
Delivra, ViewSpark
Migration Sources
Neon One, Virtuous, VolunteerTracker