FundraiseUp

How to set up and use the Daisychain / FundraiseUp integration

Overview

The FundraiseUp integration allows you to automatically import donors and donation data into Daisychain—no more manual CSV transfers. Once connected, new donor and donation records will appear directly in the Timeline of relevant People in your account.

Setup

To connect FundraiseUp to Daisychain:

  1. Go to Settings > Integrations > FundraiseUp

  2. Follow the on-screen instructions to authenticate your FundraiseUp account

  3. Once connected, donation and donor data will begin syncing automatically

What Gets Imported

After setup, Daisychain will automatically ingest:

  • New donations submitted through FundraiseUp

  • Donor information, including name, email, phone, and address

  • SMS and email opt-in status, based on how donors respond on the FundraiseUp form

All of this information is displayed in the Timeline of the matching person record in Daisychain.

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