The SmartIntegration Platform

jon August 11, 2025 Uncategorized
Case Study How a nonprofit automated its donation processing via InterWeave
Case Study How a nonprofit automated its donation processing via InterWeave

Real Results Through Integration with Salesforce and Authorize.net

A mid-sized U.S.-based nonprofit organization focused on education and community outreach was struggling with manual donation tracking, delayed reconciliations, and lack of real-time donor insights. They relied on Salesforce Nonprofit Cloud for donor engagement and Authorize.net for payment processing—but the two systems didn’t talk to each other.

To streamline their operations, they turned to InterWeave SmartSolutions to create a secure, automated donation processing workflow—and the results were transformative.


🎯 The Challenge

ProblemImpact
Manual entry of donor payments into SalesforceTime-consuming and error-prone
No real-time donation visibility for fundraising staffDelayed thank-you emails and poor donor experience
Difficulty reconciling payments for recurring donorsConfusion in accounting and missed revenue reporting
Lack of PCI compliance controls for stored card dataIncreased security and compliance risk

The Solution: InterWeave SmartSolutions Integration

Systems Integrated:

  • Salesforce Nonprofit Cloud
  • Authorize.net Payment Gateway
  • QuickBooks Online (for accounting)

What InterWeave Delivered:

  • 🔁 Real-Time Payment Sync: Donations processed via Authorize.net were automatically synced into Salesforce with donor, amount, and campaign info.
  • 🧾 Automated Receipt & Thank You Emails: Triggered instantly upon successful donation.
  • 💳 Recurring Donation Management: Monthly ACH and credit card donations processed, logged, and reconciled automatically.
  • 🔐 PCI-Compliant Tokenization: Sensitive card info was stored securely via Authorize.net tokens—no exposure in Salesforce.
  • 📊 Integrated Financial Reporting: Synced donation data to QuickBooks for real-time revenue visibility and audit readiness.

 Results After 60 Days

OutcomeResult
⏱ Time saved on manual entry20+ hours/month eliminated
💰 Donation tracking accuracy100% real-time syncing
💌 Donor experienceInstant confirmation & acknowledgment emails
📉 Payment failuresDropped by 40% due to retry automation
🔒 Compliance riskEliminated thanks to tokenized payments and audit trails

🗣 Client Feedback (Anonymized)

“Before InterWeave, we were losing valuable time and risking donor relationships due to late follow-ups and manual errors. Now, everything is seamless—from the donation to the thank-you note to our books.”
— Director of Development, National Literacy Nonprofit


🚀 Why This Works

InterWeave is purpose-built for nonprofits, offering:

  • Configurable, no-code integration profiles
  • Real-time syncing with CRMs, gateways, and accounting platforms
  • Secure, PCI-compliant processing for both one-time and recurring donations

📦 Ready-to-Use for Nonprofits:

  • Salesforce + Authorize.net
  • Salesforce + Stripe
  • Salesforce + QuickBooks or Sage
  • Custom donor portals with self-service options