Base fields: the data every charity already collects, mapped for common use across the CRMs that matter. Computed insights: the "I wonder" questions every nonprofit asks but no CRM ships with, built out of the box from the Mission intelligence layer.
Our free Donation Analysis and Instant Insights modules run from just three base fields: Supporter ID, Donation Amount, and Donation Date. No personal or sensitive data required. Every insight on those dashboards is an applied modeling of those three fields. Try it risk free: book a conversation with an Apteco Architect. Your system can be live as soon as today, giving you fresh insight into which supporters you should be reaching out to right now.
Source fields from CiviCRM core tables: civicrm_contact, civicrm_contribution, civicrm_event, civicrm_participant, civicrm_grant, civicrm_campaign, civicrm_address, civicrm_email.
SKY API entity references: Constituent, Gift, Gift Split, Event, Participant, Campaign, Opportunity, Address, Email Address. Grant fields map to the Opportunity entity.
Standard and npsp-namespaced fields: Contact, Account, Opportunity, npe01__OppPayment__c, Campaign, CampaignMember, npsp__Address__c. Grants use Opportunity with Grant RecordType.
Source fields from the DonorPerfect queryable tables: DP, DPGIFT, DPADDRESS, DPCODES, DPLINK, DPUDF, DPPAYMENTMETHOD. No event, volunteer or grant tables exist in the standard schema.
Source fields from HubSpot standard objects: Contact, Company, Deal, Campaign, Marketing Event and Marketing Event Attendance State. Donations map to Deals in a giving pipeline. No grant object exists.
Source fields from Givebutter API v1: Contacts, Households, Transactions, Campaigns, Funds, Tags. No event record with dates or attendance, no volunteer object, no grant object.
Source fields from LGL API v1: constituents, gifts, campaigns, appeals, funds, events, volunteer_times, memberships, groups, relationships. No grant object; events carry no fee, capacity or attendance status.
Salesforce Nonprofit Cloud / Agentforce Nonprofit, the successor to NPSP. GiftTransaction, Person Account, Campaign, CampaignMember and Volunteer Management. Volunteer objects need Unlimited edition. Grantmaking models grants awarded, not grants received.
Bloomerang CRM REST API v2: Constituents, Households, Transactions and Designations, Interactions, Funds, Campaigns, Appeals. Events sit in Bloomerang Fundraising and volunteers in Bloomerang Volunteer, both separate products with separate APIs.
No published field-level schema, so this system cannot be mapped from documentation. Select to read the deployment note.
No published field-level schema, so this system cannot be mapped from documentation. Select to read the deployment note.