Good People Fund - Quickbook to Salesforce Integration
The Good People Fund
Developed a customized data integration solution connecting QuickBooks Desktop to Salesforce, providing The Good People Fund with real-time donation and grant reporting capabilities while enhancing communication with grantees.
Project Overview
| Client: |
The Good People Fund |
| Location: |
Milburn, NJ |
The Challenge
The Good People Fund, a non-profit organization, faced several data management challenges that limited their operational effectiveness:
- Disconnected Systems: Critical financial data was isolated in QuickBooks Desktop, preventing seamless access by staff and board members
- Limited Reporting Capabilities: The organization struggled to generate comprehensive reports on donations and grants for board review
- Inefficient Communication: Without centralized data in Salesforce, tracking and managing communications with grantees was cumbersome
- Manual Processes: Staff spent valuable time on manual data entry and report generation that could be better utilized for mission-critical activities
Our Solution
We developed a comprehensive integration solution that addressed all client requirements:
Phase 1: System Analysis & Planning
- Conducted thorough assessment of existing QuickBooks Desktop setup and data structure
- Defined specific reporting requirements and data synchronization needs
- Designed a multi-stage integration architecture leveraging existing technologies
Phase 2: Data Extraction Implementation
- Implemented third-party extraction tool to pull transaction data from QuickBooks Desktop
- Configured automated scheduling to ensure regular data updates
- Created a secure Microsoft Access database as the intermediary data repository
Phase 3: Data Transformation & Processing
- Developed custom macros in Microsoft Access to clean, standardize and organize financial data
- Implemented data aggregation routines to support comprehensive reporting needs
- Configured Windows Scheduler to automate macro execution on a predetermined schedule
Phase 4: Salesforce Integration & Training
- Set up a free online synchronization service to connect Access data to Salesforce
- Configured Salesforce to display donation and grant information in user-friendly formats
- Provided comprehensive training for staff on managing and utilizing the integrated system
Results
Board Decision-Making
100%
Board members now have direct access to real-time financial data, enabling fully informed strategic planning and oversight.
Grantee Communication
45%
Centralized data in Salesforce has streamlined grantee interactions, reducing communication delays and improving relationship management.
Staff Time Savings
20 Hrs/Month
Elimination of manual data entry and report generation has freed significant staff time for mission-critical activities.
Technologies Used
QuickBooks Desktop Microsoft Access Salesforce Windows Scheduler VBA Macros