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Using GivePanel when your CRM already receives JustGiving data via a JustGiving → CRM integration

Guide for using GivePanel when your CRM already gets JustGiving data. What to export and how to prevent duplicates.

Harry Gardner avatar
Written by Harry Gardner
Updated over a week ago

If your charity already has a direct integration between JustGiving and your CRM (for example Raiser’s Edge, Access Charity CRM, or ThankQ), you may be wondering how this works alongside GivePanel and whether you risk importing the same JustGiving fundraiser data twice.

What the GivePanel ↔ JustGiving integration does

GivePanel connects to your charity’s JustGiving account using JustGiving’s API. It enables:

  • JustGiving fundraiser creation, so supporters can register and create a JustGiving fundraising page in a couple of clicks

  • Automatic import of JustGiving fundraisers and page details into GivePanel, for example page title, total raised, and URL

  • Import of donation data related to those fundraisers, which updates totals in GivePanel and powers stewardship journeys such as milestone emails

Key difference to know

Unclaimed JustGiving pages appear as anonymous in exports taken directly from JustGiving until the fundraising page has been claimed. In GivePanel these pages are identifiable.

What you can export from GivePanel for your CRM

Typical supporter journey in GivePanel:

  • A supporter registers for a campaign. This creates a registration record in GivePanel with the information they submitted, for example email address and postal address.

  • They then create a fundraiser. This creates a fundraiser record in GivePanel which gets matched to the registration record.

  • JustGiving fundraisers share the same Page ID in both GivePanel and JustGiving, which helps with reconciliation and deduplication.

Learn how GivePanel automatically creates and matches registration and fundraiser records when supporters sign up for your event.

Understanding Fundraiser and Registration Records

Typical exports from GivePanel include:

  • Registration type report: name, email, address, T-shirt size, custom fields, ID of the fundraiser page that the registration is matched to

  • Fundraiser type report: JustGiving Page ID, page URL, total raised as seen in GivePanel, plus labels, campaign codes, and internal references for reporting and reconciliation

Actual payments still come from JustGiving.

Learn how to export data from GivePanel using the Report Builder, CSV exports, API, or Webhooks for easy data management.

How To Export Data From GivePanel

How other organisations process this

Pattern A: CRM matching rules handle both sources cleanly

Setup:

  • Direct JustGiving → CRM API feed

  • Export to CSV from GivePanel for registrations and fundraisers

Matching approach:

  • CRM matches first on email

  • If no email match, CRM matches on first name plus surname plus postcode

  • If a match is found, new data is attached to the existing contact

  • If no match, a new contact is created

Pattern B: Keep JustGiving → CRM as the source of truth for page and donation data

Setup:

  • CRM already receives fundraiser pages and donations info from an existing JustGiving → CRM API integration

  • Team exports registrations from GivePanel as CSV and imports into the CRM

Import approach:

  • When exporting from GivePanel, teams exclude JustGiving page and donation fields that already arrive via the JustGiving → CRM API

  • They import registrations

  • This avoids duplicates in the CRM

Real world example summary

“We have a direct JustGiving → CRM feed using Access Charity CRM. The CRM matches on email first, then name and postcode.

We import registrations and fundraiser context from GivePanel via a manual feed using the same matching logic. Sometimes the GivePanel registration arrives first, sometimes the JustGiving page does, but either way the CRM links them to one contact.”



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