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Data Syncing & Reporting

Getting your data out of Flipcause is simple

Automated
Customizable
Centralized
Exportable
Actionable
Offline Tracking

Concierge Data Syncing

Here’s the dream: Imagine all of your fundraising and engagement data was automatically synced with your email marketing system, your CRM, and your accounting software. Even better, what if you didn’t need to manage a volunteer to enter data, or spend valuable resources to try and hire a developer to build out a solution to bring it all together.

That’s where Flipcause comes in. With Flipcause Concierge Data Syncing service, we handle all the legwork for you. We consult with you to determine which services you are using. As long as those services allows importing, then we should have no program designing the integration. We then map all of your very specific custom fields with Flipcause data that is being collected. We then configure the delivery of Flipcause data into your other systems. All without intervention on your end. A truly hands free process.

By using our Concierge Data Syncing service, you can finally have all your data synced and save a ridiculous amount of time sourcing developers, managing exports, and trying to figure it all out yourself. Let the professionals handle it for you! Starting at just $10 per month.


Other Reporting Features

unlimited custom fields

You can add as many custom fields to your account as you need. You can then add custom fields to any form or tool you use to process payments and collect data. The fields will automatically show up in your reporting as sortable columns. Whatever the use case, Flipcause ensures you get the data you need.

Report Export Profiles

Speed up report generation by setting up a custom export profile. Choose any fields you want exported, name it and save it. This report will be ready for you the next time you need to quickly pull the same report. This works great for common reports that integrate into other systems like email marketing or CRM.

Refunds, receipts & notes

Flipcause is much more than just static data. You can issue refunds, download and resend receipts, cancel event tickets and volunteer shifts, add notes to transactions, and much more. With this increased operational efficiency, you’ll be able to spend more on what really matters.

Search and filter records

Search all of your records to find exactly who you are looking for. Filter reports based on date, campaigns, activity type, and more to compile a specific list of people to reach out to. Because all of your data is stored in the cloud, it’s accessible anytime on any device.

Track Offline Payments

Did you get a check in the mail or receive a payment in cash? You can record these offline payments in Flipcause, input as much data as you want, and even send a tax deductible receipt. Flipcause helps you centralize all your records for bookkeeping and marketing regardless of where you received them.

Heat Maps and Charts

Visualize your transactions with location heatmaps and activity charts. Visualization provides valuable insight of data so you can take the necessary action to increase engagement. Enjoy!

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