Artez / iMIS is an intelligent platform that uses predictive technology to increase donation size & activation rates. Use MoveData to connect to Artez / iMIS APIs and push real time donation and fundraising information into Salesforce (including Nonprofit Success Pack / NPSP).
Artez offers a poll-based API (“iMIS API”) which results in data being pushed into Salesforce in hourly intervals. This means that data from all events occurring within the given interval is batched and automatically pushed into Salesforce with a maximum delay of one hour of an event occurring.
When a donation is created, updated or refunded in Artez / iMIS, MoveData will receive the notification and push into Salesforce automatically. This results in Opportunity, Contact and Account structures being created and related to both each-other and the Campaign through which the donation occurred. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.
When a registration is created or updated in Artez / iMIS, MoveData will receive the notification and push into Salesforce automatically. This results in Campaign, Contact and Account structures being created and related to each-other. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.
When a Donation or Registration is received from Artez / iMIS, a Campaign will be pushed into Salesforce automatically. Campaigns respect a parent/child hierarchy and are nested in Campaign → Team → Fundraiser structure. Campaign Members are also supported.
When a Donation or Registration is received from Artez / iMIS, a Contact will be pushed into Salesforce automatically. Your Salesforce Duplicate Management rules are respected at all times. Soft Crediting and Contact Roles are also supported.
When a Donation or Registration is received from Artez / iMIS, an Account will be pushed into Salesforce automatically. If the Account is a Company then a Company Account will be created – if not, a Household Account will be created as per Nonprofit Success Pack rules.
When a Donation is received from Artez / iMIS, an Opportunity will be pushed into Salesforce automatically.
When a fundraiser signs up or a supporter makes a donation, an event is pushed real-time into Salesforce by MoveData. These map to Nonprofit Success Pack and can be easily extended to any unique Salesforce customisations you have already made or might make in the future. This enables improved data accuracy and a large reduction of data entry – while also setting the foundation for meaningful marketing interactions to occur as you look to leverage new real time data capabilities. And because MoveData is built specifically for Nonprofits who use Salesforce, the integration you receive is deeper than anything you could create using Zapier, more configurable than anything provided out of the box by the source platform, and cheaper to implement than a traditional bespoke integration delivered through a consultant. A good example of how this has been enabled and real time marketing journeys delivered through Salesforce Pardot is available in our Cure Cancer Australia case study.
Your Salesforce instance may already be configured in a particular way which deviates lightly or heavily from standard Nonprofit Success Pack. MoveData is built with this in mind, and it is easy to configure MoveData so that when notifications are received from Artez / iMIS and pushed into Salesforce – your existing structures and expected data conventions are adhered to. This is achieved by installing a detailed suite of configurable actions exposed via Lightning Flows which are then used to tailor the integration to your specific needs.
MoveData stores the unique ID from Artez / iMIS when processing notifications. This means when donations or registrations are updated in Artez / iMIS, MoveData is able to match the unique ID and upsert information into Salesforce rather than create a new record. If a match on unique ID is not found, MoveData runs your Salesforce deduplication rules before a new record is created in Salesforce. Because of this approach, MoveData never creates duplicate records.
MoveData takes notifications from various platforms and pushes into Salesforce via a standardised MoveData fundraising structure. One of the strengths of this approach is that you can connect real time data from multiple platforms into Salesforce without having to accomodate the nuances of each source platform. This ‘commoditisation’ of fundraising integrations allows us to deliver you a large set of data sources and features at a considerably lower cost than the traditional integration route – coupled with fast implementation time. Integration to a single platform costs $249 (charged as a monthly subscription) or $399 for integration to unlimited supported platforms. These can be turned on by MoveData in under 24 hours, and you can then connect platforms via oAuth or API key so that data pushes into Salesforce immediately.
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