Beacon has an extensive library of in-built integrations that automate the flow of data from third party platforms into your Beacon account. For a full list of the platforms Beacon integrates with, see the Apps > Directory and connect, one by one, any relevant platforms.
Go ahead and connect any other platforms you already use in our Apps settings in your sidebar.
If you need some extra help getting set up with any of these platforms, we've already (very helpfully) written installation guides for all of our Apps:
JustGiving (⚠️ This one takes a little longer, so perhaps try this first)
Each of the above articles covers extensive information on how each integration works and the interaction between the platforms and Beacon. Once you have each one connected, make sure to get to grips with what information you can expect to see moving from one place to another.
These integrations work slightly differently to each other, namely with the direction of travel the data goes in.
Platform | Data moves to Beacon from platform | Data moves from Beacon to platform |
JustGiving | ✅ | ❌ |
Enthuse | ✅ | ❌ |
MuchLoved | ✅ | ❌ |
Mailchimp | ✅ | ✅ |
Sendgrid | ✅ | ✅ |
Zettle | ✅ | ❌ |
Xero | ❌ | ✅ |
Dotdigital | ✅ | ✅ |
Make sure that you fully understand the nature of each integration as you connect your apps.
Apps also differ in their levels of automation. Some apps are always 'talking' to Beacon - this means that data flows in the directions stated above without you (the user) needing to do anything. Others will, or may* require a more manual process, meaning in some places you'll need to actively choose which data gets moved from platform to platform. For some apps, both will be the case!
*there are some places in which the manual pushing from Beacon -> that platform can be automated with workflows.
For example:
Manually export to Xero:
Beacon will never export data to Xero without you manually exporting it there. The export can be done directly from the Beacon interface, but you will need to select the payments to be exported.
Automatically receive payments from JustGiving:
Beacon will always be 'talking' to JustGiving, which means when a fundraising page is set up, or a payment is received, it will be imported automatically into Beacon without user action.
When might there be a combination; manual and automated:
Beacon is constantly 'talking' to Mailchimp to monitor subscribes and unsubscribes. Beacon will not automatically export People from your Beacon account into Mailchimp as subscribers. This will be a manual action to select and export subscribers, all from the Beacon interface.
Now that data is flowing into Beacon from your imports, forms and connected apps, you'll likely want to look at ways to use that data.
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