Custom Integrations

Make Your Systems Work Together—Seamlessly
Got a CRM or accounting tool that just won’t sync with the rest of your software? Or maybe you’ve found a solution on the market, but it still doesn’t quite fit your needs. That’s where Rooted Software comes in. We partner with nonprofits and businesses to create smart, custom integration plans—and then we make them happen. Our flexible platform helps us connect your systems quickly and reliably, so everything runs smoothly behind the scenes.

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  • Your online fundraising tool collects donors information, and receives their gifts. This data should and could be automatically entered into your Donor Database or CRM, preventing manual data entry. Ideally your tools already connect, but it not, we can create a custom integration that will save your team significant time.

  • Your gift information (both online and offline gifts), should be synced with the General Ledger of your Accounting Software (either in summary or in detail). Where such a process is currently manual, we can automate this, assuming both systems have an API or other method of data import/export that we can use to integrate them.

  • Email addresses captured in your CRM (either from donors, a lead capture form on your website, or from event sign-ups) should automatically be added to your email marketing tool. This will allow donors to be enrolled in your welcome series, and included in other mailings. Of course this should carefully honor their subscription preferences. Where such an integration does not already exist between your CRM and email marketing tool, allow us to build it for you.

  • Collect new contacts on your website and automatically import them into your CRM (which in turn will push them to your email marketing software).

  • Connect one or more custom applications together, or to your CRM or ERP. Any two systems with a REST API can be made to communicate automatically, in real time or in batches, saving you time, and allowing your software systems to intercommunicate seamlessly.

What challenges can custom system integrations help you overcome?

Keep Your Systems in Sync—Without the Manual Work

When systems that manage similar data, like donor or gift information, don’t automatically share data, it creates extra work for your team. Manual entry becomes time-consuming and increases the risk of outdated or mismatched information across platforms. Nonprofits often rely on multiple tools to manage fundraising, CRM, email marketing, accounting, volunteer coordination, grant tracking, events, and their website. These systems need to communicate effectively to support your mission.

At Rooted, we help you choose tools that work well together or consolidate where possible. But when out-of-the-box integrations fall short, we build custom one-way or two-way connections between your software systems. Our thoughtful, reliable integrations ensure your data stays clean and consistent, streamlining your workflows and saving your team valuable time every month.

Richard Doe, Executive Director at APESF

“The Rooted team has been a huge blessing to our organization. Some vendors can often feel like a burden, but this group is a pleasure to work with as they enhance the things we want to accomplish in a positive and professional manner. Rooted feels like an arm of our team, even though they are remote and not here in person with us! Highly recommend!”

Rooted Custom Integrations can include these services:

  • When data needs to move from one system, like a CRM, to another, such as Accounting Software, we set up a one-way sync to transfer the data, either in real time or in groups.

  • There are situations where you need data between two systems to flow in both directions. For example, you may need to push new contacts from a CRM to an email marketing tool. But then clicks and opens need to be pushed back to the CRM for tracking purposes. We can create these for you, carefully tested, and ready to run reliably - saving your team valuable time.

  • When your software tools have REST APIs, we can use these to easily extract or insert data. In other cases, we may use direct database access or file uploads, for tools that don’t support REST APIs.

  • When appropriate, we can set up your integration to sync in real time. This would be triggered by an event (e.g. a donor fills out a form on your website), which could immediately trigger an action (donor gets added to your CRM and enrolled in a welcome series).

  • When it is necessary to move large sets of data (such as gifts or contacts) between systems, it is often most efficient to move them in batches (or groups). This can be hourly, daily, or as often as makes sense. Sometimes an additional approval processes is needed before the records are added to the destination system.

  • Different systems have different names for fields in their database. For example, while one system may have a field called ‘Name’, another may have separate fields for ‘First name’ and ‘Last name’. Our integrations include careful and detail field mapping between systems. When needed, we also transform your data so it can work in the way the destination system requires.

  • Data integrations can be complex, and require careful and rigorous testing to be reliable. Rooted takes care of this for you, considering edge cases, and possible causes of sync-errors. We create workarounds and carefully document these cases to ensure every scenario is carefully planned and accounted for! This results in a long-lasting integration that continues to work seamlessly time and time again.

  • Rooted provides ongoing support and maintenance of integrations we build for you. This can include end-user support, or even modifying logic, or providing updates as either the systems, or your business logic, change over time.