REACH now integrates directly with Managed Missions.
This integration is intended to further assist you in managing all of your donor information. Use REACH as your system of record, keeping your donor and trip data organized within REACH. The data that is synced from your Managed Missions account can be used in your Contribution Statements and Donation History. You can also keep track of which supporters have joined you on which trips and can use this information in your communications - e-mailings, direct mailings, texts, etc.
What You Need to Know:
To begin mapping your data from Managed Missions into REACH, email firstname.lastname@example.org and provide us with your API Key from Managed Missions.
Data points will be mapped and synced directly into your REACH account using the following data points:
Managed Missions Module => REACH Module
Trips => Trips
People => Supporters
Trip Members => Supporters associated with a Trip
Donors => Supporters
Contributions => Donations
If there is not enough information attached to a trip member to create a Supporter record then that member is still added to the trip in REACH and you have the ability to match it to an existing supporter or create a new one.
If you are already importing the contribution records from Managed Missions into REACH then we can set a switchover date on our side so REACH will not import any contribution records before that date. From that date going forward, your team will no longer do imports from Managed Missions to REACH. This will limit duplicate donation records.
Once set up, the data will automatically sync weekly on Sundays or you can manually sync at any time by clicking the sync button in the Trips module of REACH.
Note: This is currently in Beta (September 2019). In the coming months, we will be releasing more features that will be available to our accounts at the Essentials, Pro and Pro Plus levels.