Instructions: Kindful Integration
At POINT, we’re always looking for ways to make your job easier.
What is Kindful?
Kindful is a fundraising & donor management software built to help nonprofits grow relationships with their donors. Kindful’s robust tools include built-in fundraising automation, online donation pages, donor CRM, and reporting tools. For these reasons, Kindful is one of POINT’s top recommended donor management platforms.
What does the Kindful + POINT integration do?
An integration is a connection between two applications that lets those platforms exchange data. The Kindful + POINT 2-way integration allows you to seamlessly export and import your supporter contacts (both donors and volunteers) on both platforms. Contacts are linked to prevent any duplication.
The Kindful and POINT Integration allows your organization to invite your donors to become volunteers on POINT. In addition, Kindful can seamlessly track all of your volunteers’ giving history.
How do I set up the Kindful + POINT integration?
The Kindful + POINT integration takes 30 seconds to complete. To start you’ll need to be a Kindful customer. If you haven’t signed up for Kindful, you can schedule a demo with their team to get started.
- Sign into the POINT Admin Dashboard and click “Integrations” in the left menu.
- Find the Kindful Integration option and select “Connect”
- Sign in to your Kindful account to authorize the connection
After following steps 1-3 the integration is complete. You’ll see a blue “Connected” tag in your POINT Dashboard Integration Menu to show that the accounts have been successfully connected. To disconnect the integration, select the 3 dots in the right hand corner in the Kindful section of the POINT Dashboard Integration Menu and select “Disconnect”.
How do I use the Kindful + POINT integration on POINT?
The Kindful + POINT integration makes it simple to pass contacts back and forth between the two systems.
The Contacts Tab shows a list of all the contacts that are now shared between POINT and Kindful.
Whether you import a contact from Kindful or export a volunteer from POINT to Kindful, your full supporter contact list is here. Note: There will not be duplicate contacts since Kindful + POINT Integration seamlessly links duplicate contacts by matching a contact’s email address.
On this tab, contacts are given POINT statuses:
Internal: A volunteer is a part of your organization. The user has either accepted your invitation or they have requested to join your organization and you have accepted their request. Internal volunteers have access to view your organization’s private events.
Invite Sent: You invited the volunteer to join your organization. They have not yet created a POINT account or they have a POINT account under a different email than the one you invited them with.
Invite: These are contacts that have been imported from Kindful. Select the invite button to send them an email invitation to create a POINT account to volunteer with your organization.
To export POINT users to Kindful select the “Export Tab”. You’ll notice 2 status options listed on these contacts:
- New: Contacts in POINT that are not yet shared with KINDFUL.
- Updated: Contacts whose information need to be reexported to Kindful to update (tagged as “Updated).
You can select all the users in the spreadsheet or select a few users you’d like to send from POINT to Kindful by selecting the box next to their name. Once users are selected, you can press the orange button that says “Export Contacts to Kindful”. Once exported, these contacts are stored in your Kindful database.
Along with contact information, POINT sends the following information on each volunteer to your Kindful database:
- Total number of volunteer hours at the organization
- Economic impact (monetary value of total volunteered hours)
- Total donations to the organization on POINT
- Total number of events volunteer signed up for
- Total number of events volunteer has attended
- Volunteer no show rate (signed up vs. attended)
The list of contacts on the Import tab are contacts that Kindful has not shared with POINT.
There are 2 types of statuses you’ll see:
- New: Contact that exist in KINDFUL that do not yet exist in POINT
- Updated: Contacts exist in both KINDFUL & POINT whose data needs to be reimported
You can select all the users in the spreadsheet or select a few users you’d like to import from Kindful to POINT by selecting the box next to their name. Once users are selected, you can press the Orange button that says “Import Contacts to POINT”.