This article will walk you through the process of getting started with the Classy integration for your Alpine database
Before you start
- You'll need a Classy account to access this integration.
- The following steps can only be completed by those with Admin permission levels in Alpine.
NOTE: To enable the Classy integration in your Alpine database, please contact your Custom Success Manager.
Overview
Your Alpine database can be configured to automatically integrate with your Classy account, pulling donations and Constituents on a nightly basis into your database. Accepting donations via Classy? Humanitru has you covered—no need to manually export Classy reports and upload them into Humanitru; this integration will save you time and make sure every supporter (and gift) is accounted for.
Setup
To connect your Classy account to Alpine, follow these steps.
- Log in to your Alpine database
- Click the Settings button on the left-hand navigation bar.
- Scroll down to the Integrations section and look for Classy.
- Enter in your Classy credentials into the following three fields:
- Classy Client ID - Your Client ID can be found under 'Apps & Extensions' in your Classy account.
- Classy Client Secret - Your Client Secret can be found under 'Apps & Extensions' in your Classy account.
- Classy Organization ID - Your Classy Organization ID can be found at your Classy organization's URL. For example, if your organization's URL is 'https://www.classy.org/admin/12345', your ORGANIZATION ID is 12345.
- After inputting your organization's Classy credentials, click the Test Status button. A successful connection will return Connected. An unsuccessful connection will return Connection Missing/Incomplete.
NOTE: If this is your first time connecting your Classy account, the integration will import all historical donations and Constituents into Alpine. If you only want Alpine to import data from a specific date onwards, please contact your Customer Success Manager.
What we push into Classy
Since the goal of this integration is to pull information from Classy, your Humanitru Alpine database will not push any information into your Classy account.
What we pull from Classy
On a nightly basis, Humanitru Alpine will fetch a list of Classy transactions to sync over into your database, along with corresponding information regarding the donor (email, name, etc.).
Constituent Mapping
Classy Field |
Humanitru Alpine Field |
Member Name |
Name |
Member Email Address |
|
Member Phone |
Phone |
Billing Address 1 + Billing Address 2 + Billing City + Billing Postal Code + Billing State |
Address |
Action Mapping
Classy Field |
Humanitru Alpine Field |
Transaction ID |
Classy Transaction ID (within Notes section) |
Purchased At |
Action Date |
Charged Total Gross Amount |
Amount |
(if present) Comment |
Added to the Notes section |
Campaign Name |
[Classy] Campaigns: $CAMPAIGN |
Sync Details
Timing: Nightly
This integration syncs on a nightly basis, and does not occur real-time.
Constituent Matching: Email
When looking up a pre-existing Constituent to match within Humanitru Alpine, the “Email” field will be prioritized, then any Custom Fields of type “Email” to return the first matching Constituent. If no match is found, then a new Constituent will be created.
Action Matching: Yes
To prevent duplicates and ensure reliability, each transaction from Classy is linked using the "Transaction ID" from Classy. This helps accurately sync the data into your Alpine database.