In order for the integration between Access Raise and Access Charity CRM to work with both your Charity CRM platforms (training and live), you must first set the SourceCodeDefault and DestinationCodeDefault lookup values within Charity CRM.
Link Charity CRM to your website
You have the option to link either your training or live production Charity CRM platform.
🤓 Tip: We suggest you connect your training platform first so that you can see how the integration works and check that it is set up correctly.
To link your Charity CRM application to your website:
Log in to your website with us and click Manager, then Integrations.
Click the dropdown and select Charity CRM for SASS (v10).
Enter your API Key, username and password for your Access Charity CRM application.
Click Verify and Save.
📌 Note: If you do not have your API key, username and password, get in touch with your Charity CRM contact.
Once the integration is complete, new data from your Joyful platform will be shared automatically with your Charity CRM platform. This may take a few minutes. You can then access a log of the data that has been shared between the platform by going to Settings, CRM Integration.
Invalid credentials
If there is a problem with the credentials you’ve provided you will see an Invalid credentials message. Please reach out to us via the Digital Assistant and request to speak to an agent if this occurs.
Default codes
In your Charity CRM application, you will see a SourceCode called JOYFULPLATFORM and a DestinationCode called JOYFULPAYMENTS.
⚠️ Important: These are the default codes that we use for our integrations and it is important that you do not delete them.