Eprisa Connect

Online Data Integration – Eprisa Connect Real-time Integration with Your Website

Eprisa Connect is an Online Public Facing Portal which enables real-time connectivity between your website and the Eprisa CRM. With Eprisa Connect, you save on your expenses and eliminate any “separate silo” data synchronization issues.

What this means for your fundraising success: Your donors can instantly access their donation history, print tax receipts, change their address, make a gift, etc all from your website. Donor transactions or other data received by a client’s website can be integrated into Eprisa by schedule file transfer imports or in real-time via a Web Services API.

*Included in your Eprisa Package

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Account Functions

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Create A New Account

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Login using Constituent Id and Password

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Change my Password

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Update my address, email, & phone number

Donations

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Make a one-time donation

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Create new pledge (recurring gift)

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Modify/cancel existing Pledge

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Create a Tribute, make a Tribute Gift

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Create or Renew a Membership

Tax Receipts & Reports

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Generate year-end tax receipt

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Review list of recent donations

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Requests for Information (Annual Report, Wills & Bequests, Corporate Matching Gift form, etc.)

Additional Features

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Modify Attributes that have been made “public”

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Adaptive UI for mobile devices

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Make gift via “mobile” device