Getting data from Impact Stack:
When you're logged into the Impact Stack system, you can export contact data via the Supporter Management interface, and form data via the Results interface of the specific form (node).
Contact records, activities, form data, payments, opt-ins and opt-outs are exported every night as CSV files to an exchange NextCloud folder. More detail about your Impact Stack data here.
You can integrate your Impact Stack installation with a fundraising/main CRM system through
A manual process
CSV data files can be imported into the CRM system or email marketing tool.
An automated import process
Your data files in NextCloud are updated automatically every night. Depending on the IT setup of your organisation, the import process can also be automated using Webdav.
An integration with Impact Stack online CRM webhooks
You can build an integration with the Impact Stack online CRM to receive data in real-time. Then you can integrate this with your CRM. Find out more about Impact Stack online CRM webhooks.
Custom CRM integration
The Impact Stack user can hire more onion to build an integration with the CRM system of your choice, provided the CRM system has an API. In this case, more onion would develop custom code that sends data to the API of the CRM system.
We have already developed a Salesforce integration for some existing Impact Stack clients.
We look forward to bringing our experience and expertise along to new integration projects.
Get in touch with us to discuss any of these options!