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- Donor Management System
- Integrations
Integrations
Plan the external references used to reconcile receipts and fund events.
- Donor Management System
- Payment provider
- Accounting system
- Identity service
Systems to connect
- Payment provider. Decide where the provider receipt reference originates and how finance confirms received amounts before recording an event or donation receipt.
- Accounting system. Agree how the finance team compares fund events and awarded amounts with its ledger. Record the external reference on the operation result when one applies.
- Identity service. Map user access to the team member who owns or reviews a case.
How connections are governed
Choose an owner for each connection and a matching rule for the parent case. Test one successful reference and one failed result. Use the recorded operation key and case revision to investigate a repeated action before entering another result. Record a reason when a reviewer returns a case or receipt.
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.