Introducing the data sync integration with Keela

We're thrilled to announce a powerful new integration designed to simplify how your nonprofit manages transaction data from donors. The Keela integration with Aplos is built to eliminate the manual reconciliation headaches you might be experiencing between your donor management and accounting systems. Now, you can automatically sync your Keela transaction data directly to your designated deposit accounts in Aplos, ensuring accurate reporting and dramatically simplifying your reconciliation process.

Why Keela?

Aplos customers love using Keela’s donor CRM and outreach solution because it provides AI-powered insights that look at your donor data and then help you send personalized email campaigns accordingly. With robust automation, you can send email outreach in bulk and ensure you reach the right groups of donors at the right time for ultimate impact. Plus, Keela gives you email performance metrics for a clear understanding of which communications are resonating with your supporters and where you can make improvements. 

Why can you do with this data sync?

The Keela integration offers several key benefits:

• Auto sync your donor transactions. Now, you can eliminate the disconnect between fundraising and accounting with real-time financial visibility across departments by automatically mapping transactions to your specific Aplos deposit accounts.
• Track donor income by Impact. Map your unique Keela Impact Areas to the appropriate Aplos Purposes to ensure proper fund tracking and compliance across programs or causes. This also helps reduce reconciliation headaches!
• Customize your sync settings. Adjust sync frequency, exclusion rules, and mapping to fit your specific needs. Your settings can be adjusted any time as your needs evolve.

How Keela and Aplos Work Together

The Aplos integration ensures that any online and offline transactions in Keela sync into the proper deposit and expense accounts in Aplos, and align with your fund accounting requirements.

Here's a closer look at how your data flows between the two systems:

• Income from Keela syncs to the Aplos deposit account(s) of your choice.
• Transaction fees from Keela sync to your designated Aplos expense account(s).
• Keela Impact Areas map directly to Aplos Purposes you select.
• Online transactions automatically appear in Aplos with complete details.
• Each transaction includes the Transaction Date, Reference ID, Purpose, Deposit Account, Amount, and a Note field with additional details from Keela.
• The sync status of transactions into Aplos are available in Transaction Details in Keela.

Want a closer look at how it works? Check out the video below for a full walkthrough of this integration.

Once you determine an integration start date and the accounts and purposes where transactions should be mapped, your sync will be ready to go! Log into Aplos to try it now or talk to our team to learn more about Keela.