Integrations

Works with your existing systems.

CSV-first integration — no API access, no IT projects, no lock-in. SSO via Azure AD and Okta.

Payroll Systems

Every payroll system. One approach.

CSV-based integration works with any system that exports files. No API access means no security review delays.

Actively Supported

Workday

Multi-tenant and single-tenant

Oracle / PeopleSoft

Pre- and post-migration support

ADP / UKG

Workforce Now and Kronos

Lawson

Founding customer system

Compatible

SAP SuccessFactors
Paychex
BambooHR
Epic

And any system that exports CSV files.

CRM Integration

Your donor data, always in sync.

From real-time bi-directional sync to scheduled CSV exports — choose the level of integration that fits your workflow.

Official Partner
Blackbaud Raiser's Edge NXT

Real-time bi-directional sync. Existing donor records import automatically. New donations sync instantly. Tax receipts generate automatically.

Salesforce

Automated CSV sync on your schedule (daily, weekly, monthly). Custom field mapping available.

Any Other CRM

CSV export of all donations on your schedule. Works with any CRM that accepts imports.

Integration FAQ

Do we need IT to set up integrations?

No. Most integrations are self-service CSV files. Our onboarding team handles complex setups.

What if we're mid-system-migration?

CSV-based integration survives migrations. We adjust the template when your new system is live.

Do integrations cost extra?

No. All integrations included in the $300/month platform fee.

My system isn't listed. Can you support it?

If it exports CSV, we can support it. Contact us with details and we'll confirm compatibility.

Not sure if we integrate?

Tell us your systems. We'll confirm compatibility in the demo.

Schedule Demo