Bank Sync
All online and offline donations automatically in your FundraisingBox
Link your bank account with your FundraisingBox and see all incoming donations in one system. This not only saves you manual imports and tedious merging of data, but also reduces errors and gains transparency.
Have referral and offline donations synced automatically
You never have to check bank statements or manually synchronize incoming payments again - an interface to your bank account makes it possible.
Manage all donations of a contact in the FundraisingBox
Regardless of the channel through which a donation is made, you can easily view both online and offline donations in your FundraisingBox.
Automatically assign donations from known contacts
You can create new offline donations as new contacts with just a few clicks. Donations from known contacts are automatically assigned, you just have to confirm the assignment.
You can also create donation receipts for offline donations with the FundraisingBox
Save yourself the expensive and time-consuming donation receipt process for offline donations: You can also automatically generate receipts for these donation channels with just a few clicks.
Better donor care for your offline donations too
Benefit from all the functionalities of the FundraisingBox CRM, even with offline donations. You can also create a clear contact history here, send e-mails directly from the FundraisingBox and see donations, e-mails and phone calls at a glance.
Simplify your reporting with central data
Easily compile statistics for your donations from all channels. Filter by payment types, sources and much more and use the simple data export for meaningful reports.
Bank Sync in detail
With Bank Sync you can import donation data into your CRM in just a few clicks. See in the video how it works and how you can use this function.
Your advantages with the Bank Sync
- More time
- All donations in one place
- Ease of use
- All the advantages of the FundraisingBox CRM also for offline donations
Verwendungszweckanalyse: Schneller Informationen erkennen
Die FundraisingBox erkennt bei unserem Bank Sync Informationen von eingehenden Spenden am Verwendungszweck. Diese heben wir farbig hervor. Sie sparen sie enorm viel Zeit beim Importieren von Spenden und dem manuellen Anlegen von Informationen am Kontakt.
Wir begleiten Sie bei Ihren Integrations-Projekten
Our developers and solution architects are always on hand to provide you or your agency with advice and assistance to help you implement your individual processes correctly and functionally.
Solution Architect
Do you have special requirements and are you looking for tailor-made individual solutions? Our specialists will be happy to help you implement the link between your bank account and the FundraisingBox CRM and work out individual payment solutions with you.
Workshop
So that changes in the workflow and the cooperation between you, your bank, external service providers and agencies run smoothly, we will be happy to mediate you. We clarify e-payment processes and new procedures with you and all your stakeholders in workshops that are specially tailored to your needs and answer all your questions.
FAQ
How do I get to Bank Sync and how do I set it up?
The first step is to book the Bank Sync via our booking page. A participation agreement is then required which enables Wikando to read the transactions from your account. You will receive this by email and then send it to your bank. After the bank has granted access, we complete the setup.
Are there any special conditions to be met? Is that possible with every bank?
In principle, Bank Sync is possible with any bank that can offer electronic account turnover data in the CAMT53 or MT940 format. This is very common in the DATEV area for tax offices and rarely poses a problem.
Do I need my own bank program for Bank Sync?
No, the FundraisingBox is linked directly to your account, no additional software is required.
How long does it take for Bank Sync to be active?
Unfortunately, that depends on your bank and varies greatly from case to case.
Do you need technical knowledge to use Bank Sync?
No, everything can be operated via the user-friendly interface of the FundraisingBox.
Are chargebacks also synchronized with Bank Sync?
With Bank Sync we only read out the account inputs. However, chargebacks are processed automatically if automatic payment methods such as Wikando direct debit, Stripe or Paypal are used.
Can incoming accounts that are not donations be excluded from the automatic comparison (e.g. interest income)?
Yes, certain inputs can be excluded using the “ignore transaction” functionality. Certain IBANs can also be excluded.