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Importing CRM Data via Integration
Importing CRM Data via Integration

How to import your CRM data using one of our supported Integrations

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Written by Jonathan Beck
Updated over 3 months ago

If your organization is using a CRM or platform for which WeGive has a supported integration, you can use the integration's field mapping to import your platform's data into WeGive. This process can be used as a one-time data import, where you'll set up the integration to achieve a one-time data sync between the two systems and then turn the integration off once the data exists in WeGive. And, of course, this process can work for setting up an ongoing sync between the two systems.

To get started, use the appropriate help article below to set up your platform's integration.
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WeGive's Supported Integrations

Click on each platform for a complete walk through and guide on setting up the integration

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