Salesforce Connector with Kindsight Ascend

Engaging Networks now offers a specialized integration path for organizations using Kindsight Ascend. As an enterprise-grade fundraising CRM built on the Salesforce platform, Ascend requires a specific data flow to ensure your constituent and gift data are processed accurately through its unique architecture.

How the Integration Works

The Kindsight Ascend integration utilizes a modified version of our standard Salesforce Connector. Unlike standard NPSP setups, this integration is designed to work with Ascend’s Interims and RTv2 (Review Transactions) objects to ensure data is cleaned and deduped before final storage among your Salesforce data.

• Bi-Directional Syncing:

  • Contact Pull (Salesforce > EN): When using this version of the Connector, you use the standard Contact pull for syncing updated contact information from Salesforce into Engaging Networks every 20 minutes.

  • Transaction Push (EN > Salesforce): To maintain data integrity within Ascend, the standard "Contact Push" is disabled. Instead, all biographical and gift data are bundled into the Transaction Sync, where supporter biographical data is appended onto transaction records.

• Flexible Sync Frequency: By default, transactions (and thusly biographical data contained therein) are pushed once daily from Engaging Networks to Salesforce (at 3:00 AM).

  • For organizations requiring faster data turnaround, this sync can be used in conjunction with the Enterprise Salesforce Connector to sync transactions more frequently throughout the day.

Getting Started: Mapping & Implementation

Kindsight Ascend is a highly customizable enterprise solution. Because of its complexity, we recommend working with an accredited implementation partner to ensure the data mapping aligns with your specific organizational rules.

Out-of-the-Box Resources

To accelerate your setup, Engaging Networks provides 31 pre-configured mapping rules. These are designed to take Engaging Networks staging records and correctly route them into Ascend’s objects:

• Interims: For biographical and constituent updates.

• RTv2: For financial transaction processing.

Requirements for Activation

To use this integration, your organization must:

1. Upgrade to the latest Salesforce Connector package which includes additional Staging Record fields to house tagged Supporter Data appended to transactions.

2. Enable the "Sync Extended Supporter Details" setting within your Engaging Networks Salesforce sync settings.

3. Enable the setting Sync Contact data from Salesforce (if using).

4. Disable the setting Sync Contact data to Salesforce.

5. Import the provided JSON mapping rules under Transactional Mapping using the Import feature.

6. Configure Salesforce fields as described in the technical documentation for the Kindsight Ascend integration (contact Support for this documentation).