Case Study: eTapestry QuickBooks Online Integration with Zapier
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This document discusses how Sidekick Solutions integrated eTapestry and QuickBooks Online using Zapier to automate data entry and improve data quality for a nonprofit client. Previously, the client manually entered donation and payment data into both systems, which was time-consuming and led to reconciliation issues. The integration established workflows that automatically create donor, gift, and transaction records in eTapestry and journal entries in QuickBooks Online based on payment events. This shifted work from data entry to quality review and saved over 130 hours of manual data entry per year. The client was pleased with the time savings and standardized accounting achieved through the integration.
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Sidekick Solutions has deployed solutions on Bonterra Impact Management (fka Social Solutions Apricot) endpoints and integration protocols since 2019. Automating data flows for Bonterra Impact Management empowers organizations to transform simple business rules into efficient automations. By automating tasks and the flow of data between apps your organization uses day to day, you can save time, resources, energy, and more.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the deployment of email marketing automations with Mailchimp for Bonterra Impact Management. This solution can be customized to your organization’s needs and deploy any of the flows below:
- Sync subscribers to Mailchimp
- Update Tier 1 profiles with unsubscribe statuses from Mailchimp
- Trigger customer journeys (email series) in Mailchimp
Interested in deploying email marketing automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Automation for Bonterra Impact Management (fka Apricot)
Connect Bonterra Impact Management (fka Apricot) to Zapier, an automation platform, to transform simple business rules into efficient automations. By automating tasks and the flow of data between apps your organization uses day to day, you can save time, resources, energy, and more. In this class, we will look at the building blocks of real-time automation in Bonterra Impact Management and use cases that highlight the potential.
Learn the following:
- How Bonterra Impact Management and Zapier make integration with any app possible
- How to use triggers, actions, and searches in Zapier
- Use cases that highlight the potential of real-time automation in Bonterra Impact Management
- How to get started with Zapier for automation
CauseVox and Zapier Automations
Many organizations spend hours and valuable resources performing exports/imports to transfer data manually between apps. Automations using Zapier can help your organization increase its fundraising efforts and outcomes by streamlining the flow of data between CauseVox and other apps your organization is using.
In this 60-minute webinar you will learn:
1 - Common automation opportunities for nonprofits
2 - How to approach full-system automation
3 - Examples of CauseVox automations
4 - Why it is important to adopt a continuous improvement model for automation
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
In this presentation, we explore the re-implementation process for Apricot 360 and Apricot Core nonprofit database software.
Organizations experiencing significant workflow and reporting challenges within their Apricot software may benefit from a system re-implementation.
This video will cover:
- What to expect from your Apricot database
- 10 key indicators for re-implementation
- Phases of a re-implementation project
- Re-implementation approaches and considerations
Watch the video:
https://youtu.be/oHXw4VPBu9c
About Sidekick Solutions
Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions Apricot 360, Apricot Core, and Apricot Essentials software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, integrations, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
Assessments, scales, and scoring: How to track progress in Apricot
In this presentation, we review best practice form design models and Apricot tools you can use to track and report on participant assessment data in Social Solutions’ Apricot Core and Apricot 360 software. Learn what to consider when getting started on form design, the 4 most common approaches to tracking assessments in Apricot, and the top 3 approaches to reporting on assessment scores, averages, and progress using Apricot Standard Reports.
Watch the video:
https://youtu.be/hJTjaOrlntM
About Sidekick Solutions
Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions’ Apricot Core and 360 software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
How to Enable Remote Work with Apricot 360 or Apricot Core
In this video, we explore how to use Social Solutions Apricot 360 and Apricot Core to enable remote work for data collection, data processing, and client engagement, specifically:
- How to onboard new users quickly with appropriate access in Apricot
- How Apricot can support virtual procedures where those same procedures are normally completed in-person
- How to mobilize community data collection and reporting at scale in Apricot
- How to complete virtual intake and gather consents and signatures using Apricot Intake web forms, secure web forms, and Apricot Connect
Watch the video:
https://youtu.be/iY9mmARUEz8
About Sidekick Solutions
Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions Apricot 360, Apricot Core, and Apricot Essentials software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, integrations, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
We've updated these slides. Get the newest version at the link below.
https://www.slideshare.net/JeffreyHaguewood/case-study-plummer-youth-promise-how-to-track-outcomes-in-apricot-software
In this webinar, Plummer Youth Promise, a Massachusetts-based nonprofit supporting youth with residential, foster care, and independent living programs, will share their journey with Apricot.
Plummer Youth Promise started with Apricot, completing an initial implementation, but soon faced a number of limitations in usability and reporting. Although Apricot was the right platform for their needs, it just wasn't configured to work for their programs. Plummer Youth Promise was faced with a difficult decision. Should we re-implement our Apricot for better data, clearer outcomes, and improved workflow for case managers or stick it out with the status quo by relying heavily on external reporting and manual data analysis?
In order to effectively track youth outcomes across multiple programs and within specific outcome and domain areas, they decided to re-implement Apricot. With a new Apricot system in place, Plummer Youth Promise has been able to reinforce their program's intervention and outcome model through Apricot's design and support case managers in their day-to-day interactions with youth.
In this webinar, you will learn:
- Why the design of your program model precedes the design of your Apricot
- How to design a program model and get buy-in for it across the organization
- When and how to evaluate if it is time to re-implement Apricot
- How to translate an evaluation model into the requirements of your database
- The impacts of form and link design on reporting requirements
- Why using universal, cross-program form design can provide greater insight
- How to reinforce program fidelity through Apricot design (workflow, data quality, and form design)
Watch the recorded webinar: https://youtu.be/lJDHfMLvvS8
Sidekick Solutions is an independent software consulting firm, specializing in Apricot software. We help new and existing Apricot users set up, streamline, and make the most of Apricot software with a range of professional services for implementation, reporting, consulting, data migration, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
In this webinar, Sonoma County Human Services Department will share the lessons they've learned over a five year journey with Apricot, specifically how they transitioned from initial implementation into a continuous improvement model that has kept their Apricot database clean, healthy, and up-to-date.
The Sonoma County HSD team experienced a common outcome after their initial implementation. As programs and workflows shifted, some of what they thought made sense at initial implementation didn't make sense in day-to-day practice. Re-implementation wasn't needed, but they did need a strategy that allowed flexibility in Apricot's design to changing business requirements. In addition, they needed a way to manage feedback from over eighteen different user groups, which was a daunting challenge.
They settled on a continuous improvement framework that logs user feedback, prioritizes updates, and implements updates ongoing. As a result, they've implemented new systems, abandoned components that are no longer relevant, and maintained focus on positive user experience and strong reporting capabilities. Sonoma County HSD is building capacity in Apricot one step at a time.
Watch the recorded webinar: https://youtu.be/wP58qcR8wsE
Sidekick Solutions is an independent software consulting firm, specializing in Apricot software. We help new and existing Apricot users set up, streamline, and make the most of Apricot software with a range of professional services for implementation, reporting, consulting, data migration, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
How to Configure Your Apricot Database: 10 Ideas
Whether you are evaluating Apricot software for purchase, are a new user about to start implementation, or are an existing user with an existing system, designing and managing an Apricot database takes a dose of creativity, and it helps to have a few ideas and use cases as examples. To help you get started, let’s explore ten ways to configure Social Solutions Apricot software.
Check out this SlideShare to learn how to operate programs, deliver services, engage with constituents, and generate reports in Apricot. Learn how other organizations are using Apricot and apply the concepts in your database.
Watch the recorded webinar: https://youtu.be/TgWy9UVtD38
Sidekick Solutions is an independent software consulting firm, specializing in Apricot software. We help new and existing Apricot users set up, streamline, and make the most of Apricot software with a range of professional services for implementation, reporting, consulting, data migration, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
How to Use Apricot Software to Improve Data Quality
Data quality and data health in Apricot are top priorities, but where should you start? Managing data health in Apricot includes a mix of proactive and reactive strategies. In addition, there are a set of tactics you can use to efficiently clean up your data when needed.
Check out this SlideShare to learn the strategies, tools, and tips to improve the quality and health of your Apricot database. Learn how to assess data quality and take action.
Watch the recorded webinar: https://youtu.be/Zvvl1B0216M
Sidekick Solutions is an independent software consulting firm, specializing in Apricot software. We help new and existing Apricot users set up, streamline, and make the most of Apricot software with a range of professional services for implementation, reporting, consulting, data migration, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
More from Jeffrey Haguewood (12)
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
Assessments, scales, and scoring: How to track progress in Apricot
Assessments, scales, and scoring: How to track progress in Apricot
How to Enable Remote Work with Apricot 360 or Apricot Core
How to Enable Remote Work with Apricot 360 or Apricot Core
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
How to Use Apricot Software to Improve Data Quality
How to Use Apricot Software to Improve Data Quality
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1客户提供办理西悉尼大学西悉尼大学毕业证假文凭信息：姓名生日专业学位毕业时间等（如信息不确定可以咨询顾问：我们有专业老师帮你查询）；
2开始安排制作毕业证成绩单电子图；
3毕业证成绩单电子版做好以后发送给您确认；
4毕业证成绩单电子版您确认信息无误之后安排制作成品；
5成品做好拍照或者视频给您确认；
6快递给客户（国内顺丰国外DHLUPS等快读邮寄）
— — — — 我们是挂科和未毕业同学们的福音我们是实体公司精益求精的工艺！ — — — -
一真实留信认证的作用(私企外企荣誉的见证):
1：该专业认证可证明留学生真实留学身份同时对留学生所学专业等级给予评定。
2：国家专业人才认证中心颁发入库证书这个入网证书并且可以归档到地方。
3：凡是获得留信网入网的信息将会逐步更新到个人身份内将在公安部网内查询个人身份证信息后同步读取人才网入库信息。
4：个人职称评审加20分个人信誉贷款加10分。
5：在国家人才网主办的全国网络招聘大会中纳入资料供国家500强等高端企业选择人才。碌爬起把牛驱到后龙山再从莲塘里采回一蛇皮袋湿漉漉的莲蓬也才点多点半早就吃过早餐玩耍去了山娃的家在闽西山区依山傍水山清水秀门前潺潺流淌的蜿蜒小溪一直都是山娃和小伙伴们盛夏的天然泳场水不深碎石底石缝里总有摸不尽的鱼虾活蹦乱跳的还有乌龟和王八贼头贼脑的倒也逗人喜爱日上三竿时山娃总爱窜进自家瓜棚里跟小伙伴们坐着聊天聊着聊着便忍不住往瓜田里逡巡一番抱起一只硕大的西瓜用石刀劈开抑或用拳头砸开每人抱起一大块就之
如何办理(uoit毕业证书)加拿大安大略理工大学毕业证文凭证书录取通知原版一模一样
原版纸张【微信：741003700 】【(uoit毕业证书)加拿大安大略理工大学毕业证】【微信：741003700 】学位证，留信认证（真实可查，永久存档）offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
The Role of a Process Server in real estate
A process server is a authorized person for delivering legal documents, such as summons, complaints, subpoenas, and other court papers, to peoples involved in legal proceedings.
一比一原版(UQ毕业证)昆士兰大学毕业证成绩单
UQ毕业证【微信95270640】昆士兰大学没毕业>办理昆士兰大学毕业证成绩单【微信UQ】UQ毕业证成绩单UQ学历证书UQ文凭《UQ毕业套号文凭网认证昆士兰大学毕业证成绩单》《哪里买昆士兰大学毕业证文凭UQ成绩学校快递邮寄信封》《开版昆士兰大学文凭》UQ留信认证本科硕士学历认证
办理国外昆士兰大学毕业证书 #成绩单改成绩 #教育部学历学位认证 #毕业证认证 #留服认证 #使馆认证（留学回国人员证明） #（证）等
真实教育部认证教育部存档中国教育部留学服务中心认证（即教育部留服认证）网站100%可查.
真实使馆认证（即留学人员回国证明）使馆存档可通过大使馆查询确认.
留信网认证国家专业人才认证中心颁发入库证书留信网永久存档可查.
昆士兰大学昆士兰大学毕业证假文凭毕业证 #成绩单等全套材料从防伪到印刷从水印到钢印烫金跟学校原版100%相同.
国际留学归国服务中心：实体公司注册经营行业标杆精益求精！
国外毕业证学位证成绩单办理流程：
1客户提供办理昆士兰大学昆士兰大学毕业证假文凭信息：姓名生日专业学位毕业时间等（如信息不确定可以咨询顾问：我们有专业老师帮你查询）；
2开始安排制作昆士兰大学毕业证成绩单电子图；
3昆士兰大学毕业证成绩单电子版做好以后发送给您确认；
4昆士兰大学毕业证成绩单电子版您确认信息无误之后安排制作成品；
5昆士兰大学成品做好拍照或者视频给您确认；
6快递给客户（国内顺丰国外DHLUPS等快递邮寄昆士兰大学昆士兰大学毕业证假文凭）。逛夜市流光溢彩人潮涌动的都市夜生活总让山娃目不暇接惊叹不已父亲老问山娃想买什么想吃什么山娃知道父亲赚钱很辛苦除了书籍和文具山娃啥也不要能牵着父亲的手满城闲逛他已心满意足了父亲连挑了三套童装叫山娃试穿山娃有点不想父亲说城里不比乡下要穿得漂漂亮亮爸怎么不穿得漂亮望着父亲山娃反问道父亲听了并不回答只是吃吃地笑山娃很精神越逛越起劲父亲却越逛越疲倦望着父亲呵欠连天的样子山娃也说困了累了回家吧小屋闷罐一般头彻
一比一原版(UOW毕业证)伍伦贡大学毕业证成绩单
UOW毕业证【微信95270640】留学办理UOW文凭伍伦贡大学毕业证【Q微信95270640】办理全套留学文凭材料（伍伦贡大学毕业证/成绩单（GPA成绩修改）/UOW文凭学历证书)；（真实可查）教育部学历认证、留信网认证、使馆认证留学人员回国证明、文凭认证、UOW diploma、UOW certificate、UOW Degree（实体公司，专业可靠）。
文凭办理流程：
1客户提供办理信息：姓名生日专业学位毕业时间等（如信息不确定可以咨询顾问：微信95270640我们有专业老师帮你查询）；
2开始安排制作毕业证成绩单电子图；
3毕业证成绩单电子版做好以后发送给您确认；
4毕业证成绩单电子版您确认信息无误之后安排制作成品；
5成品做好拍照或者视频给您确认；
6快递给客户（国内顺丰国外DHLUPS等快读邮寄）。
7完成交易删除客户资料
高精端提供以下服务：
一：伍伦贡大学伍伦贡大学本科学位证成绩单全套材料从防伪到印刷水印底纹到钢印烫金
二：真实使馆认证（留学人员回国证明）使馆存档
三：真实教育部认证教育部存档教育部留服网站可查
四：留信认证留学生信息网站可查
五：与学校颁发的相关证件1:1纸质尺寸制定（定期向各大院校毕业生购买最新版本毕,业证成绩单保证您拿到的是鲁昂大学内部最新版本毕业证成绩单微信95270640）
A.为什么留学生需要操作留信认证?
留信认证全称全国留学生信息服务网认证,隶属于北京中科院。①留信认证门槛条件更低,费用更美丽,并且包过,完单周期短,效率高②留信认证虽然不能去国企,但是一般的公司都没有问题,因为国内很多公司连基本的留学生学历认证都不了解。这对于留学生来说,这就比自己光拿一个证书更有说服力,因为留学学历可以在留信网站上进行查询!
B.为什么我们提供的毕业证成绩单具有使用价值？
查询留服认证是国内鉴别留学生海外学历的唯一途径但认证只是个体行为不是所有留学生都操作所以没有办理认证的留学生的学历在国内也是查询不到的他们也仅仅只有一张文凭。所以这时候我们提供的和学校颁发的一模一样的毕业证成绩单就有了使用价值。着冒着层层蒸气的包子铺打转你争我抢的吵闹确是为这清淡的早晨增添了一副滑稽与乐趣伴着淡淡的心情褪下往日的繁忙在这残酷的世界中寻一份恬静适淡得一份娴静祥和实乃众心所愿可虽是心有此愿可奈何人生由不得远离尘世喧嚣盛夏初放安然树林乡间多为古代文人雅士吟诗作词之处茂盛的树林遮挡住清晨后炎炎烈日的光芒幽静曲折的小道在山间盘旋几缕从盘杂枝叶间透进的光柱照射在地上茂密的绿油清草上散发着一抹抹的光晕而这每处自然形成头
Understanding the Challenges of Street Children
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
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一比一原版(Adelaide毕业证)阿德莱德大学毕业证成绩单
Adelaide毕业证【微信95270640】国外文凭购买阿德莱德大学留信认证毕业证书印刷品《Q微信95270640》学历认证怎么做：原版仿制阿德莱德大学电子版成绩单毕业证认证《阿德莱德大学毕业证成绩单》、阿德莱德大学文凭证书成绩单复刻offer录取通知书、购买Adelaide圣力嘉学院本科毕业证、《阿德莱德大学毕业证办理Adelaide毕业证书哪里买》、阿德莱德大学 Offer在线办理Adelaide Offer阿德莱德大学Bachloer Degree。
【实体公司】办阿德莱德大学阿德莱德大学硕士学位证成绩单学历认证学位证文凭认证办留信网认证办留服认证办教育部认证（网上可查实体公司专业可靠）
— — — 留学归国服务中心 — — -
【主营项目】
一.阿德莱德大学毕业证成绩单使馆认证教育部认证成绩单等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
国外毕业证学位证成绩单办理流程：
1客户提供阿德莱德大学阿德莱德大学硕士学位证成绩单办理信息：姓名生日专业学位毕业时间等（如信息不确定可以咨询顾问：我们有专业老师帮你查询）；
2开始安排制作毕业证成绩单电子图；
3毕业证成绩单电子版做好以后发送给您确认；
4毕业证成绩单电子版您确认信息无误之后安排制作成品；
5成品做好拍照或者视频给您确认；
6快递给客户（国内顺丰国外DHLUPS等快读邮寄）。
专业服务请勿犹豫联系我！本公司是留学创业和海归创业者们的桥梁。一次办理终生受用一步到位高效服务。详情请在线咨询办理,欢迎有诚意办理的客户咨询!洽谈。
招聘代理：本公司诚聘英国加拿大澳洲新西兰美国法国德国新加坡各地代理人员如果你有业余时间有兴趣就请联系我们咨询顾问：+微信:95270640光总是太短太匆忙记得今年正月就在父亲扛起蛇皮袋将要跨出门槛的一刹那山娃突然抱紧父亲的大腿嚎啕大哭父亲吃力地掰开山娃的手哽咽道山娃好好听话好好念书到了暑假爸也接你进城爸的城好远好大好美山娃于是天天扳着手指算计着读书也格外刻苦无奈时间总过得太慢太慢每次父亲往家打电话山娃总抢着接听一个劲地提醒父亲别忘了正月说的话电话那头总会传来父亲嘿嘿的笑连连说记得记得但别忘了拿奖状进城啊考试一结束山娃就迫不及待地给间
2024: The FAR - Federal Acquisition Regulations, Part 36
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
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Case Study: eTapestry QuickBooks Online Integration with Zapier
- 1. Case Study: eTapestry QuickBooks Online Integration with Zapier
- 2. 2 © 2020 Sidekick Solutions LLC Hi, I’m Jessie eTapestry Consultant Sidekick Solutions info@sidekicksolutionsllc.com In this video... ● Organizational challenges ● Automated solutions ● Integration outcomes
- 3. 3
- 4. How did we get here? 4 ● Managing multiple payment processors ● Manual data entry in eTapestry and QuickBooks Online © 2020 Sidekick Solutions LLC
- 5. Organizational challenges 5 ● Manual data entry was cumbersome and time-draining ● Issues reconciling eTapestry and QuickBooks Online © 2020 Sidekick Solutions LLC
- 6. Opportunity 6 © 2020 Sidekick Solutions LLC
- 7. eTapestry + Zapier 7 © 2020 Sidekick Solutions LLC
- 8. Automating data entry in eTapestry © 2020 Sidekick Solutions LLC8
- 9. Discovery challenges 9 ● Website didn’t link to Zapier ● Payment processor overlap ● Variety of items/products © 2020 Sidekick Solutions LLC
- 10. PayPal integration workflow 10 © 2020 Sidekick Solutions LLC
- 11. New Successful Sale 11 ● Line item support ● Single IPN listener © 2020 Sidekick Solutions LLC
- 12. Create Google Sheet Row 12 ● Line item support ● Separate column per field © 2020 Sidekick Solutions LLC
- 13. New Google Sheet Row 13 ● Same Google Sheet as previous step © 2020 Sidekick Solutions LLC
- 14. Paths 14 © 2020 Sidekick Solutions LLC
- 15. Path A 15 © 2020 Sidekick Solutions LLC
- 16. Path A: Lookup table 16 ● Fund, Campaign, Approach ● Non-deductible amount ● Letter ● Acknowledgement description © 2020 Sidekick Solutions LLC
- 17. Path A: Non-deductible calculation 17 © 2020 Sidekick Solutions LLC
- 18. Path A: Find/Create Constituent 18 ● Two field check ○ Account Name ○ Address ○ Email ● Create if none found © 2020 Sidekick Solutions LLC
- 19. Path A: Create Gift 19 ● Standard field mapping ○ Date, amount, gift type ● Lookup table and formatter mapping ○ Fund, Campaign, Approach, Letter ○ Non-Deductible ● User-defined field mapping ○ Order number, details, transaction ID © 2020 Sidekick Solutions LLC
- 20. Path B 20 © 2020 Sidekick Solutions LLC
- 21. Square integration workflow 21 © 2020 Sidekick Solutions LLC
- 22. Lookup table 22 ● Fund, Campaign, Approach ● Letter ● No non-deductible amount ○ Items have variable pricing © 2020 Sidekick Solutions LLC
- 23. Format amount 23 © 2020 Sidekick Solutions LLC
- 24. eTapestry actions 24 © 2020 Sidekick Solutions LLC ● Same Find/Create Constituent ● Same Create Gift ○ Fund, Campaign, Approach from lookup ○ User-defined fields for transaction detail
- 25. Automating data entry in QuickBooks Online © 2020 Sidekick Solutions LLC25
- 26. Discovery challenges 26 ● Alignment of eTapestry and QuickBooks Online values © 2020 Sidekick Solutions LLC
- 27. QuickBooks Online integration workflow 27 © 2020 Sidekick Solutions LLC
- 28. New Journal Entry in Query 28 © 2020 Sidekick Solutions LLC
- 29. Custom field mapping 29 © 2020 Sidekick Solutions LLC
- 30. Find/Create Customer 30 © 2020 Sidekick Solutions LLC
- 31. Create Sales Receipt 31 © 2020 Sidekick Solutions LLC
- 32. Integration outcomes © 2020 Sidekick Solutions LLC32
- 33. Maintenance 33 ● Weekly data quality review ● Weekly reconciliation ● Monthly review of potential duplicates ● Maintain lookup tables and field mapping ● Monitor tasks in Zapier © 2020 Sidekick Solutions LLC
- 34. Outcome 34 • Shift from data entry to data quality • Over 130 transactions processed via full integration • Consistent coding of Fund, Campaign, and Approach • Consistent coding of Product/Service and Class © 2020 Sidekick Solutions LLC
- 35. From Untermyer Gardens Conservancy... 35 Complications we encountered during the discovery process encouraged us to rethink how we categorized donations and gently moved us in the direction of standardizing our website, Paypal, Square, and QuickBooks Online. It is helpful to no longer spend so much time with data entry. Some of that time has shifted to data quality control. The integration of data from eTapestry to QuickBooks Online has been a revelation, both in time saved and best account practices. At the end of the day, Sidekick Solutions is still there and available to help us if we need them! - Jennie Bernard, Office Administrator and Jessica Norman, IT Lead © 2020 Sidekick Solutions LLC
- 36. Have questions about eTapestry? © 2020 Sidekick Solutions LLC36 info@sidekicksolutionsllc.com Explore more automations and best practices on our website at… sidekicksolutionsllc.com/etapestry ...or contact us via email.