You can integrate your Alpine database with your Windfall account to enable automatic data synchronization. This integration allows you to access Windfall's wealth screening data, including estimated giving capacity, real estate ownership, and stock
WHAT WE PUSH INTO WINDFALL
On a monthly basis, the integration will upload a file containing a full list of Constituents from your Alpine database to Windfall’s Secure File Transfer Protocol (SFTP) server.
WHAT WE PULL FROM WINDFALL
Every night, Alpine will attempt to import Windfall files containing enrichment data from the SFTP server. If new enrichment data is present in the SFTP server, the integration will import and process the file. Constituents are then matched using the Constituent ID in Alpine.
For each matched Constituent, all Windfall Fields are recorded in Alpine on a Constituent profile as an Action of type Note. Alpine then applies the Campaign ‘Enrichment Requested On: DATE UPLOADED’ to the Note Action.
While every field of enrichment data is pulled into Alpine from Windfall, Users can select additional data points they want to add to Custom Fields or Tags.
HOW IT WORKS
After enabling the integration, each nonprofit will navigate to their Settings page and scroll down to the Windfall section. Here, users can choose which Fields from Windfall they want to create as Tags or Custom Fields. Users can select multiple Fields from the Field dropdown.
SET UP INSTRUCTIONS
Follow these steps to sync your Windfall data with your Alpine database:
- Request SFTP credentials - Contact your Windfall representative to request access to your Windfall SFTP credentials. Note that these are different from your regular Windfall username and password.
- Receive credentials - Windfall will send your SFTP credentials directly to you.
- Share password securely - Email your Humanitru Customer Success Manager the password to access these credentials.
- Complete integration - Humanitru will input your SFTP credentials to enable the integration.
- Configure your Fields - Navigate to Settings → Windfall section to select which Windfall Fields you want to import as Tags (for grouping constituents) or Custom Fields (for storing additional information).
TECHNICAL CAVEATS
- Windfall only has information on households that have a net worth of over $1 million. If it is less than $1 million, they will not appear as synced.
Timing: Automatic
This integration syncs automatically on a nightly basis.
Constituent Matching: Alpine ID
When looking up a pre-existing Constituent to match within Humanitru Alpine, the “Alpine ID” Field will be prioritized.