What Settings Can I Control in the Altru Integration?

Your organization can control aspects of the Blackbaud Altru integration with various settings in Golden.

The following settings can be changed by clicking the settings icon on the integration card in the dashboard Settings → Integrations page.

Overwrite existing name fields

If this setting is checked (and it is checked by default), Golden will update name fields on constituents, including existing constituents found during deduplication. If this setting is turned off, Golden will not update name fields when it finds existing constituents that match a volunteer.

Deduplicate using name and email

By default, Golden will try to find a matching constituent by email before it creates a new one. When this setting is checked, Golden will search on both name and email address when looking for existing constituents. Only if both name and email match will the constituent be used to represent the volunteer. This is useful if your organization has multiple volunteers using the same email address, like families.

Email, phone and address types

Blackbaud requires Golden to indicate the type of data we are reporting to it. In these drop-downs, you'll need to select which email, phone and address types Golden should assign when sending email, phone and address data for a constituent.