mycause allows you to automatically transfer your data from the Partner Dashboard to your own database using integration and webhooks. All of your third party integrations and apps can be found and managed in one place.
To connect any integration or webhook, you first need to log in to your Partner Dashboard and select 'Integrations & Apps' from the left hand menu.
Connecting Salesforce:
Download and install the mycause application from the Salesforce app exchange via mycause.com.au/install-salesforce.
Then, come back to the integrations section of your Partner Dashboard and click 'Sign in with Salesforce' to connect the account.
mycause will automatically push your data to your Salesforce database on the 1st and 15th of each month. If you would like to receive your data instantaneously or more frequently, we suggest using the webhook option.
Connecting eTapestry:
Type in (or copy and paste) your API Key and eTapestry Database ID, then click 'Connect to eTapestry'.
Connecting with Webhooks:
Webhooks are a great way to connect your mycause account with your online database, eDM account and so much more.
Using 3rd party tools such as Zapier, you can take your donation, fundraising and event data to wherever you need it to go.
Webhooks connect to thousands of online software and applications, including (but not limited to):
- eDM programs - Mailchimp, Constant Contact
- Databases - Salesforce, Microsoft Dynamix 365, Zoho
- Finance applications - MYOB, Xero
- Online databases and productivity tools - Google Drive and applications, Microsoft Office online + OneDrive
To connect a webhook to your account, simply log into the online software you're using, get your unique webhook link and paste it into the 'Web Hook' box in the integrations section, then click 'save'.