The Raisely integration is a one-way sync of campaign, transaction, and contact data from Raisely into Keela. Once you’ve completed the initial integration setup, any new data added to Raisely will automatically sync to your Keela account.
Getting Started
- In your Keela account, click on your Profile in the top right hand corner. Navigate to Organization Settings > Integrations.
- On the Integrations screen, you’ll see Raisely listed at the top under Our Partners.
- Click Connect Now and follow the prompts to link your Raisely account or set up a new Raisely account.
- Add the email address that is associated with your Raisely account.
- Enter your password.
- Click Confirm.
- Choose how you’d like the sync to handle duplicate contacts.
- That’s it! Your sync will automatically begin and you will see a “connected” label confirming the integration is active.
Managing the Integration
- To import data that was added to Raisely prior to your sync, you must complete a manual import.
- Once the sync has been activated, any Campaign, Contact, and Transaction data in Raisely will be sent into your Keela account.
- Keep in mind that this is a one-way sync. Edits made in Raisely will update in Keela, but any edits made in Keela will NOT update in Raisely.
- Within a Transaction or Campaign in Keela, you can click the Open in Raisely button to easily edit details in Raisely as needed.
Field Mapping
Keela syncs the Contact, Campaign, and Transaction data from Raisely. Here are the fields in Raisely that are mapped into Keela. At this time, no custom fields are mapped from Raisely to Keela.
Contacts
| Raisely Field | Keela |
|---|---|
| Full name | Full Name |
| First name | First Name |
| Last name | Last Name |
| Preferred name | Preferred Name |
| Primary Email | |
| Phone number | Primary Phone |
| Address 1 | Primary Address Line 1 |
| Address 2 | Primary Address Line 2 |
| Suburb | Primary Address - City |
| State | Primary Address - State/ Province |
| Country | Primary Address - Country |
| Postcode | Primary Address- Zip/Postal Code |
Campaigns
| Raisely Field | Keela Field |
|---|---|
| Campaign Goal | Campaign Fundraising Goal |
| Campaign Name | Campaign Name |
Transactions
| Raisely Field | Keela Field |
|---|---|
| Contact/ Billing Info | |
| Donor | Contact |
| Transaction Full name | Full name |
| Transaction First name | First name |
| Transaction Last name | Last name |
| Transaction Preferred name | Preferred name |
| Transaction Phone Number | Primary Phone |
| Transaction Email | Primary Email |
| Transaction Info | |
| Transaction Total | Transaction Total Amount |
| Transaction Status | Transaction Status |
| Transaction Created at | Created At |
| Transaction Method | Payment Method |
| Transaction Date | Received Date |
| Donation ID / (UUID) | Raisley ID |
| Transaction Items | |
| Donation Total | Transaction Item Total Amount + Transaction Item Type = Donation |
| Order Total | Transaction Item Total + Transaction Item Type = Revenue |
| Transaction Items | Gift Type = Donation or Category = Purchase |
| Associations | |
| Campaign. Name | Campaign Name |
Video Demonstration
FAQs
What happens in Keela if I process a refund in Raisely?
Any refund that is processed in Raisely will sync to Keela by updating to show a $0 amount in Keela and a note that a refund was processed.
I activated the integration, but I am not seeing my Raisely data in Keela. Why?
Historical data in Raisely will not be brought into Keela. In order to see Raisely data from before the systems were connected, you must import your data. If you are still having issues viewing Raisely data in Keela, please reach out to our Support Team!
In Keela, we break down transactions between Revenue or Donation for tax purposes. Will this breakdown be visible for transactions that we import from Raisely?
Yes! Raisely Transactions will sync in Keela to their relevant transaction types. For example, fully tax deductible items will be listed as a Donation and non-tax deducible items like Tickets will be listed as Revenues in Keela.
How do I create a receipt in Keela for my Raisely transactions?
Receipts for Raisely transactions can only be generated within Raisely. At this time, you cannot generate a receipt in Keela for transactions processed through Raisely. You can update transactions in Keela to include partial advantages or tax-deductible amounts. However, these changes will not be reflected on receipts or within Raisely. Note: While Raisely does offer tax-eligible receipts, it currently does not support partial tax deductibility for tickets.