The ImagineCRM Candid Connector on Salesforce
We are experts, so the first thing to say is that with ImagineCRM, you are working with Grant-makers first, technology experts secondly. We are laser focused on bringing clients the very best innovations to accelerate human progress through technology.
With over 50 years of combined experience in philanthropy, we have the expertise and knowledge to guide your team through this process without having to be trained as grantmakers. We saw a need, which was to automate the way data could flow from Candid, into Salesforce saving you time, resources and helping you scale.
So, we built a solution - The Candid Connector on Salesforce.
Why did you decide to build the Candid Connector by ImagineCRM?
The initial version of the Candid Connector was developed in response to a client's request to integrate the Candid API for Charity Check into Salesforce, enabling compliance and audit functions within their Salesforce environment. As we worked on this project, it evolved to address additional needs from other clients who sought similar functionality and new features. These enhancements were designed to streamline compliance management and leverage existing data from Candid profiles of grantees and potential partners, ultimately saving time and improving efficiency.
What our founder shared:
We built it to solve a client’s need, and realized quickly this could benefit all grantmakers, foundations and government organizations. - Daisy Sayre Garcia - Our CEO and Founder.
What is the Candid Connector by ImagineCRM?
A custom integration on the Salesforce Lightning Platform to sync Candid's data to Salesforce using Candid's APIs.
This interface to Candid's data is easily accessible to clients and compatible with Essentials API, Premier API (with demographic data), Charity Check API, and Charity Check PDF API.
Clients are able to streamline workflows, auto-populate nonprofit applications, enrich their account data and update key indicators for current grantees. Through this tool, our clients access Candid's data that provides the information they need to make strategic decisions and cover compliance functions in an automated way.
What organizations are currently using it?
We have over 40 organisations using the Candid Connector by ImagineCRM and we now have rebuilt a Candid version 2.0 which is in Beta through the end of this year.
Here’s what they share: Clients have reported significant time savings and improved data integrity as a result of automating routine but disjointed compliance tasks into one core system at their organizations.
What else should customers know about it?
The new features and benefits of Candid 2.0:
Developed using Salesforce flows & custom objects
Provides additional stability and longevity to the connector
Flexibility to show Candid information where you need it in your instance, whatever the objects
200+ additional fields, with more data, you get more insights
Currently supporting Essentials, Charity Check PDF, and Premier API. (More APIs are on the roadmap!)
Ability to search for EIN by organization name and address if you purchase the Essentials API, making it faster and easier to find your organizations
It has the same great uses as Candid 1.0: compliance and audit checks, financial information, addresses and more flexibility!
What pain points does the app solve?
The Candid Connector prevents you from using different systems to collect core grantee information, such as 990s or Tax determination letters.
It makes pre-grant due diligence easy. Instantly look up a nonprofit to check their eligibility to receive tax-deductible contributions and save reports or get automated alerts as you go.
Receives coding and taxonomies pre-built into your grant-making system to classify your grants better.
Allows you to pre-fill information and not have to ask your grantees or staff to, therefore saving precious time.
What Nate Rusch shared:
“The next version of the Candid Connector by ImagineCRM is great because it is flexible. It is built using the newest Salesforce technologies, so it will remain stable as their platform evolves. It is also flexible because the Candid Profile is dynamic, meaning Candid information can be shown on Accounts, Leads, Opportunities, or any custom objects.” - Nate Rusch, Managing Director, ImagineCRM”
How can we start a conversation with ImagineCRM about purchasing the Candid Connector?
Come find us at TAG, PEAK, or any related grantmaker conference. Have your Salesforce AE connect with us, or reach out at info@imaginecrm.org! We are so excited to work with you all!
Read how we helped Co-Impact Move to Salesforce
Want to be inspired? We thought so!
Read how we helped global foundation Co-Impact here.