Syncing your contacts and transactions with Kindful CRM

This article will show you how to setup a connection to Kindful CRM and synchronize your contacts and transactions (from auctions / events) to Kindful.

Getting Ready to Go

In order to get started, you will need the following in place:

  1. An active account with Kindful CRM.  Have your username and password ready. You will need it to setup the connection.
  2. A manager account with Handbid.  Have your username and password ready. You will need it to setup the connection.

 

Getting Connected

Login to your Handbid manager account and go to your Organization Settings. In the settings is a new tab at the end called "Apps". Go to this tab and select "Kindful" out of the list of connected accounts.

Once you do that, hit the "Connect' button where you will login to Kindful and complete the connection.

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When the Connection window appears, you will need to click "Authorize" in order to authorize the connection between Handbid and Kindful.  If you are already logged into Kindful in another browser tab, this process should complete the connection process.

If you are not already logged in, you will be asked to login with your Kindful administrator username and password.

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If the connection was successful, you will see Kindful connected with your admin email address under "My Connections" in Handbid.

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Synchronize your Contacts

Once you setup your connection, Handbid will schedule a job to pass your contacts back and forth between your Handbid contacts list and Kindful.

Please note that this process IS NOT REAL TIME.  Kindful manages updates on a synchronous basis, so it will happen at scheduled times.

Also note that the first time you sync could take a long time to complete if you have a lot of contacts.  To see progress on any synchronization or to schedule a new sync, simply go to your Contacts / CRM Sync

 

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Viewing Sync Progress

Once the sync process starts, you can view the progress on your CRM sync page. 

On this page, you will see all sync attempts as well as who originated it.  

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You can also view the contacts syncing back and forth by logging into Kindful and seeing the information there as well:

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Manually Sync Contacts

Handbid will sync contacts for you on a regular basis, but if you need to force a sync, you can do that.  Just hit the "Synchronize Now" button on the Contacts Sync page. 

 

Synchronize Transactions

Ultimately you will want transactions from your auctions and fundraisers to sync into your Kindful CRM account.  However, it makes the most sense to wait to sync these transactions until the event is over and reconciled (so that all possible payments and refunds are complete). 

As a result, Handbid will sync over transactions after an auction is reconciled. Auction reconciliation is a process that Handbid does for all auctions once payment is complete.  As soon as an auction is put into a reconciled state, all transactions for that auction will sync over to Kindful and attach themselves to that contact. 

 

Checking status of sync requests in Kindful

In Kindful, if you are not sure if something has passed over properly from Handbid, you can always check for all requests by going to "Connected Apps" and then clicking on "Handbid" in the list.  What this will do is show you a list of all connections Handbid has made to Kindful and the activity. 

If you are of the "programming" type, you can click on the job ID to see the detailed request. Otherwise, you will probably find the table on the page to be the most useful. On that table, you can see which contacts were synced, updated and also any transactions.

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 If you have any questions about Kindful Sync, please open up a support request with us to help. 

 

 

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