Givelify API integration & donation data export services

Donation statement API

Pull historical donation activity over arbitrary date ranges with gross amount, processing fee, net amount, donor reference, envelope/campaign label, and disbursement date. Designed for monthly reconciliation against bank deposits and for tax-year reports.

Donor & recurring gift sync

Mirror donor identity fields (display name, masked email, external member ID) and recurring schedules into Bloomerang, DonorPerfect, Kindful, or a custom CRM. Useful for first-time vs. lapsed donor segmentation.

Envelope & campaign reporting

Group donation rows by envelope or fundraising campaign — building blocks for "Donations by envelope" and "Donations by donor" analyses that map cleanly to QuickBooks Online classes and locations.

Disbursement & reconciliation hooks

Webhook or polling-based notifications when next-business-day disbursements hit the organization's bank, with a payload that links donations to a single deposit batch — eliminating manual matching in monthly close.

Analytics Studio data pipeline

Reproduce the metrics surfaced in Givelify Analytics Studio (giving trends, YoY change, donor frequency cohorts) inside your own BI stack — Looker, Metabase, or Power BI — using a normalized donations fact table.

Tax-season & compliance exports

Generate per-donor annual contribution statements that match IRS substantiation requirements for U.S. nonprofits, with attachable PDF receipts and stable donor identifiers across years.

1. Monthly close for a multi-campus church

A church operations team needs to close the books each month across three campuses. We pull the Givelify donations dataset, group by envelope and campus tag, and post journal entries directly into QuickBooks Online via class/location mapping. The disbursement batch ID is preserved as the QBO memo, so any auditor can trace a deposit back to the underlying donations in seconds. Maps cleanly to OpenFinance reconciliation patterns.

2. Donor 360 for a national nonprofit

A nonprofit running on Bloomerang or DonorPerfect wants a single donor view across web, mail, and Givelify. We sync donor profiles and giving history nightly, normalising external member IDs and emitting deduplication candidates so the development team can collapse duplicate records. The integration emits a clean "first-time donor" signal that triggers welcome workflows in the CRM.

3. Year-end tax statements at scale

For organisations with tens of thousands of donors, we generate annual contribution summaries from Givelify donation history, attach IRS-aligned language, and ship branded PDFs to a tax-statement portal. Donor-level totals reconcile to the Givelify Analytics Studio annual report — auditors get a one-click drill-down.

4. Real-time giving dashboard for live services

During a Sunday service or a televised fundraiser, leadership wants live giving totals on a backstage dashboard. We poll the donations endpoint at a low cadence (or subscribe to webhook events when authorised) and stream into a service-level totals tile, broken out by envelope. This is the OpenData equivalent of an open-banking balance widget.

5. ChMS automation with Church Community Builder

Givelify already publishes a CCB-formatted export. We extend that flow into a fully automated pipeline: pulled on schedule, enriched with custom fund mappings, validated for missing donor links, and pushed into CCB's import endpoint. The finance team's manual import step disappears.

Authorization & session bootstrap

// Step 1: bootstrap an authorized session (pseudocode)
POST /api/v1/givelify/session
Content-Type: application/json
Authorization: Bearer <ORG_ACCESS_TOKEN>

{
  "org_id": "org_98123",
  "scope": ["donations.read", "donors.read", "disbursements.read"],
  "client_ref": "tenant-internal-123"
}

// Response
{
  "session_id": "sess_01HX...",
  "expires_at": "2026-04-29T18:00:00Z",
  "rate_limit": { "rpm": 60 }
}

Donation statement query

POST /api/v1/givelify/donations
Content-Type: application/json
X-Session-Id: sess_01HX...

{
  "from_date": "2026-03-01",
  "to_date":   "2026-03-31",
  "envelope":  "general-fund",
  "page": 1,
  "page_size": 200
}

// Response (truncated)
{
  "page": 1, "total_pages": 4,
  "items": [{
    "donation_id": "don_01HXAB...",
    "donor_ref":   "donor_8821",
    "external_member_id": "MBR-00231",
    "envelope":    "general-fund",
    "gross_amount":  120.00,
    "processing_fee": 3.30,
    "net_amount":   116.70,
    "currency":     "USD",
    "donated_at":   "2026-03-17T14:22:08Z",
    "disbursement_id": "pay_2026_03_18"
  }]
}

Disbursement webhook

POST https://your.app/webhooks/givelify
X-Signature: sha256=...

{
  "event": "disbursement.settled",
  "disbursement_id": "pay_2026_03_18",
  "deposit_date": "2026-03-19",
  "amount": 18420.55,
  "currency": "USD",
  "donation_count": 142,
  "report_urls": {
    "csv":  "https://.../donations.csv",
    "qbo":  "https://.../qbo-import.iif"
  }
}

// Verify HMAC, then enqueue an idempotent reconciliation job.

Deliverables checklist

• OpenAPI / Swagger specification for the Givelify connector surface
• Protocol & auth flow report (token lifecycle, refresh, scopes)
• Runnable source code (Python, Node.js, or Go) for donations, donor, and disbursement endpoints
• QuickBooks Online and Church Community Builder mapping templates
• Webhook receiver scaffold with HMAC verification
• Test harness with fixture data and golden-file assertions
• Compliance brief covering PCI DSS 4.0, GDPR, and CCPA touchpoints

Engagement models

• Source code delivery from $300 — runnable API source plus full documentation; pay after delivery upon satisfaction.
• Pay-per-call API billing — call our hosted Givelify connector and pay only for successful requests; suited to teams that want zero upfront cost.

Both models include the same compliance, logging, and rate-limit guardrails.

About our studio

We are an independent technical studio focused on App interface integration and authorized API integration for fintech, payments, and nonprofit donation ecosystems. Engineers on the team have shipped open-banking adapters in PSD2-regulated markets, built donation pipelines for U.S. denominations, and integrated payment platforms across Android and iOS. We treat Givelify as a donation-data source on par with a payments processor or open-banking aggregator: same rigour around scoped consent, encryption, and audit logging.

• Specialisations: payments, mobile giving, ChMS & CRM connectors, BI pipelines
• Languages: Python, Node.js, Go, Kotlin, Swift
• Process: protocol analysis → API design → build → validation → compliance brief
• Delivery format: source code, documentation, sample requests, automated tests

Contact

To request a quote, share your target requirements, or ask whether your scenario is feasible under Givelify's terms, open our contact page:

Contact page

Tell us the data you need (donations / donors / disbursements / Analytics Studio mirrors), the destination system (QuickBooks Online, CCB, Bloomerang, custom warehouse), and any sandbox or admin credentials you can provide.

Engagement workflow

1. Scope confirmation — which Givelify surfaces (donations, donors, disbursements, recurring gifts) and which destinations.
2. Protocol analysis & API design — 2–5 business days depending on complexity.
3. Build & internal validation against fixture and live sandbox data — 3–8 business days.
4. Documentation, sample requests, and automated test suite — 1–2 business days.
5. Handover, knowledge transfer, and one round of post-delivery adjustments.

Typical first delivery lands in 5–15 business days; third-party approvals (e.g. Givelify support engagement) may extend timelines.

FAQ

What do you need from me?

Do you replace Givelify's official integrations?

How do you handle compliance?

What's the pricing?