Having seen the inner workings of a number of supporter care teams within charities, one thing is always readily apparent: moving data from third party platforms – whether that be fundraising, product sales or ticket orders – is a time consuming process.
Your CRM may already benefit from some cloud integration with popular platforms like JustGiving, but what about that other system you use that doesn’t have an integration? Perhaps you could use the API to build an integration, but the cost-benefit to develop such a system isn’t there. And what if there’s no API available at all?
dtDataTool is the simple and efficient answer for most scenarios. It’s a Microsoft Access frontend with bespoke inner workings to get the report from your critical platform into your CRM with minimal of fuss.
And it’s free! I’m volunteering my time and expertise to help as many charities as possible move their data faster. All you need as a charity is a CRM system, a platform you need to get data out of and a Microsoft 365 subscription that includes Microsoft Access.
Microsoft Access as a tool for automating data is nothing new, it’s been tried and tested for decades. What dtDataTool does is simplify the process, with an easy to use interface that anyone in your team can utilise. This tool can work with any of the following CRMs and Platforms, and potentially many more if your CRM offers data upload functionality and your platform produces downloadable reports.
| Examples of CRM systems | Examples of Third Party platforms |
| Access Charity CRM (ThankQ) | JustGiving |
| Donorfy | Enthuse |
| Beacon CRM | Much Loved |
| Raiser’s Edge | Local Giving |
| CiviCRM | Give As You Live |
| Go Fund Me | |
| Stripe | |
| CAF (Charity Aid Foundation) | |
| Meta (Facebook & Instagram) | |
| WordPress |
If you believe dtDataTool could help you with automating data into y
