SmartSYNC and iRaiser integration

SmartSYNC and iRaiser integration

iRaisers donation platform supports taking donations, memberships and purchases online. The below outlines how to integrate donations with an external system for example Raiser's Edge.

Create a SmartSYNC iRaiser event step

Within SmartSYNC create a new flow:

Click Add step and then 'Add a new connected app' iRaiser app with the name of your organisation, Click Save, then Connect and finally Close:


Add an event step of 'iRaiser data webhook' and note the Webhook URL it provides:


Set up a notification

We use iRaiser notifications system to have immediate notice when a donation is added.

To configure this you:
  1. Login in to your iRaiser Admin area
  2. Go to Default Settings > Notifications / exports > Add a notification
  3. Click the 'Export mode' button top right and then enter:
    1. Type of notification: Instant notification
    2. URL: [The SmartSYNC iRaiser webhook URL - as above]
    3. Method: POST
    4. Format: JSON
    5. Trigger: status creation/change
    6. Origin: tick all
    7. Data: Gifts
    8. Sort: oldest data first
    9. Send empty files: false
    10. Filter: Online payments > One-off payments > tick 'validated'
    11. In the notification body setting paste the below:
      Email;[donator_email]
      Civility;[donator_civility]
      First-name;[donator_firstname]
      Last-name;[donator_lastname]
      Company;[donator_company]
      Address;[donator_address1] [if][donator_address2][then]\n[donator_address2][/if]
      City;[donator_city]
      Postcode;[donator_postcode]
      Country;[donator_country]
      External ID;[contact_external_id]
      Phone;[qualification_phone]
      Mobile phone;[qualification_mobile]
      Birthdate;[qualification_birthdate]
      Amount;[donation_amount_with_currency]
      Frequency;[donation_frequency]
      Donation status;[donation_status]
      Date;[donation_validation_date]
      Fiscal receipt number;[fiscal_receipt_number]
      Payment mode;[payment_mode]
      Payment type;[payment_type]
      Payment start date (for regular payments only);[payment_start_date]
      Affectation code;[campaign_affectation_code]
      Receipt code;[campaign_received_code]
      Origin code;[campaign_origin_code]
      Campaign ID;[campaign_id]
      Campaign type;[campaign_type]
      Form version;[context_form_version]
      Language;[context_lang]
      Query string;[context_query_string]
      Referer;[context_referer]
If you are testing you may want to also:
  1. Set up a requestbin for the above URL that can be used to ensure it is working, then change URL back to SmartSYNC one
  2. Configure a test iRaiser form i.e. under Campaign > Donation copy an existing form and then enable the 'cheque' payment option. Under the instant notification you would then tick the Pledges > One-off payments > tick 'waiting' to have these picked up.
In the notification body other fields can be added if you wish by adding a new line in the format fieldname;[shortcode]

Finishing the flow (example push data to Raiser's Edge)

To complete the flow you would add a 'SmartSYNC' step to add or update the constituent record and a 'SmartGIFT' step to add the gift record. It is possible to do more complex integrations such adding inflow mappings of values, or conditional logic but usually the simple approach will suffice.


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