Auto Sync for Recurring Upsells
Recurring upsells now automatically sync to your connected CRM — ensuring donor records and recurring plans stay accurate and up to date.
Details:
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New recurring plans from upsells now auto-sync to DonorPerfect, Salesforce, and Raiser’s Edge NXT.
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Works automatically (Autosync needs to be enabled for this in DonorPerfect integrations)
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Future recurring transactions are linked correctly to the synced plan in your CRM without the need to resync manually.
No setup required — just enjoy cleaner, more complete donor data.