This article will show you how to connect Salesforce, Kindful, Bloomerang, and Salsa CRMs to your Handbid account.
This article will show you how to set up a connection to Salesforce, Kindful, Bloomerang, and Salsa CRMs. This allows you to synchronize your organization's contacts and transactions (from Handbid's Auctions and Event sites) to the three CRMs.
Article Index
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Kindful CRM
Getting Connected
- Be sure you already have an active account with Kindful CRM. Have your username and password ready. You will need it to setup the connection.
- Also be sure that you have a manager account with Handbid. Have your username and password ready. You will need it to setup the connection.
- Login to your Handbid manager account and go to your Organization Settings.
- When the settings window opens, click on the last tab called "Apps". Go to this tab and select "Kindful" from the dropdown.
- Once you select Kindful, click the blue CONNECT button where you will login to Kindful and take the additional complete the connection.
- When the Connection window appears, you will need to click "Authorize" in order to authorize the connection between Handbid and Kindful. If you are not already logged in, you will be asked to login with your Kindful administrator username and password. If you are already logged into Kindful in another browser tab, this process should complete the connection process.
- If the connection was successful, you will see Kindful connected with your admin email address under "My Connections" in Handbid.
Synchronize your Kindful Contacts
Once you finish connecting Kindful to Handbid, Handbid will schedule to pass your contacts between your Handbid contacts list and Kindful.
Please note that this process is not in real time. Kindful manages updates on a synchronous basis, so it will happen at scheduled times.
IMPORTANT: Note that if you have a lot of contacts, the first time you sync could take an extended period of time to complete . To see progress on any synchronization or to schedule a new sync, simply go to your Contacts / CRM Sync.
Viewing Kindful > Handbid Sync Progress
- Once the sync process begins, you can view the progress on your CRM sync page.
- To view the CRM SYNC page, go to your Main Dashboard, click CONTACTS, then CRM SYNC
- On the CRM Sync page, you will see all sync attempts as well as who originated it.
- You can also view the contacts syncing back and forth by logging into Kindful and seeing the information there as well. If you edit contacts in Kindful, it will sync and update on Handbid as well.
Additional Kindful > Handbid Sync Information
- Manually Sync:
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 the 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.
If you have any questions about Kindful Sync, please open up a support request with us to help.
To view this as its own article, CLICK HERE
Bloomerang
The first thing you will want to do is log in to your Bloomerang account. Once you are in your dashboard you will want to edit your account.
You will now see a field for API Keys. Select your Active key and copy it to your clipboard.
Now that the API key is copied, go to your Handbid manager account at manager.hand.bid. In your organizational overview, you will click the paper and pencil icon to open your organization settings. Go to the APPS tab. There you will see a drop-down menu with what you would like to connect to, select Bloomerang. Then you will see a blue button next to Bloomerang that says connect. Click that and you will be presented with a field asking for your API Key. Paste it from your clipboard here. Make sure you click authenticate.
You may be asked if you want to sync your contacts, select yes!
If you wish to sync your contacts you can do that at your organization dashboard by selecting contacts and going to "CRM SYNC". This process may take a while if you have a lot of contacts in your CRM.
You will now have the option to edit some settings straight from Bloomerang in Handbid.
To view this as its own article CLICK HERE
Salsa
Getting Connected:
Salesforce