Field mapping is configured by Bonterra. You’ll request which DonorDrive fields should land in which EveryAction fields; Bonterra sets them up, and the hourly sync populates them automatically.
Step 1: List the fields you need
Identify DonorDrive fields you rely on (examples: Event or Campaign Name, Team Name/Captain, Participant Goal, Fundraising Amount, Referrer, or Alumni status).
Step 2: Check what’s included by default
By default, the integration syncs:
- Constituent data (name, email, phone, address) → Contacts
- Donations (amount/date/payment type) linked to Event, Team, Campaign, Financial Batch → Contributions
- Personal Campaigns → Campaign (child of campaign type)
- Participant Events → Campaign + Event objects
- Teams, Recurring Donations, and Refunds (if applicable)
Step 3: Send a mapping request
Share a table with your CSM/Support indicating how you want DonorDrive data mapped. Example:
| DonorDrive field | Target in EveryAction | Purpose |
|---|---|---|
| Team Goal | Custom Field (Contact or Team) | Reporting/segmentation |
| Fundraiser Role | Contact field | Create-a-List filters |
| Campaign Type | Campaign field | Attribution |
Step 4: Validate after the next sync
After the next hourly sync, open a Contact or Contribution record in EveryAction and confirm that mapped data appears correctly. Review reports to ensure alignment.
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