Introducing the Exciting New Data Integration for Fundraising and Accounting Workflows

When the data from fundraising campaigns and the processes for fund accounting are in sync, your nonprofit can easily monitor the status of funds and make informed decisions about program development, resource allocation, and future fundraising efforts.

If you’re using Raisely for online fundraising but haven’t been syncing your fundraising data to Aplos, it’s time to get started!

Why Raisely?

Aplos and Raisely together create the perfect fundraising workflow solution for growing nonprofits that seek to maintain financial accuracy when tracking, budgeting, and reporting on donations from fundraising campaigns.

Aplos customers love using Raisely for their online fundraising efforts because Raisely makes it easy to create user-friendly donation forms, beautiful fundraising pages, and campaigns that drive meaningful impact. When you launch campaigns in Raisely, syncing that campaign donation data into Aplos provides you with:

• Accurate data so your accounting team receives the information they need to maintain accurate records and reduce discrepancies.
• A clear picture of the full impact of your fundraising campaigns so leaders can make informed decisions.
• Smart automation to ensure every donation is properly recorded for full compliance and accountability.

Connecting the power of Aplos’ fund accounting tools to Raisely’s innovative fundraising campaign builder just makes sense.

What Happens in the Raisely Data Sync?

The Aplos + Raisely integration is a one-way sync of data from your Raisely campaigns into Aplos. When you activate the integration, any new transactions that come through Raisely will automatically update in your designated asset and expense accounts in Aplos.

Getting started with this data sync is easy! If you have an Aplos account and a Raisely account, you can set up the sync at any time. Here’s how it works:

Step 1: Log into Aplos and navigate to Donations > Online Donations in the top menu.

Step 2: Activate the Raisely integration by giving Aplos permission to access your Raisely account.

Step 3: Confirm your integration settings in Raisely within Settings > Integrations by selecting the Aplos Purpose where you’d like to map your Raisely Campaigns. After confirming Purposes, move back into Aplos to confirm your desired asset and expense accounts.

Note: By default, a Raisely Stripe account will automatically be created as the deposit asset account and a Bank Fees account will automatically be created (if it doesn’t already exist) as the expense account to handle the transaction fees. However, you may change this in Integration Settings.

If you’d like more detailed instructions on setting up this integration, visit the Aplos Support Center.

If you’re an Aplos customer and you don’t have a Raisely account, visit the Raisely website to sign up for a demo!

Frequently Asked Questions

Can I continue to use Aplos Pay to process donations, instead of the default Stripe account in Raisely? Yes! You can choose to use AplosPay and/or Raisely Stripe to process donations.

Will my offline donations in Raisely sync to Aplos? At this time, only online donations in Raisely will sync to Aplos.

If I have already activated this integration and then create a new Aplos account, can I disconnect the integration from the original Aplos account and reconnect to the new one? Yes, you can disconnect the integration from the Aplos side. The steps are as follows:

1. Reach out to the Aplos support team so we can manually disable the integration on our back end.
2. Log into Raisely and delete your Aplos integration settings. You must complete this step before reconnecting to a new Aplos account.
3. Activate the integration again with your new Aplos account.

If you need assistance with any of these steps, our support team will be happy to help you through the process!

‍I already use a Stripe account for AplosPay. Can I continue to use this Stripe account for Raisely? If you would like to continue to use Aplos Pay, but also use Raisely to process donations, you will need to to set up a separate Stripe account for the Raisely integration.

Can I map a Raisely Campaign to multiple Purposes in Aplos? No. At this time, you can only map a single Raisely Campaign to a single Aplos Purpose.