While setting up your TrueGivers and Little Green Light integration, several constituent categories are required to support the full integration. These categories will be created automatically, but you may have to review them if there are existing conflicts. We will help you every step of the way. Check out instructions on how we create these fields and their details here: Little Green Light - Setup.
The customizations required for this integration:
- Deceased Type
- Home Owner
- Net Worth Decile
- Market Value Range
- Income Decile
- Religion
- Heritage
Objects we update:
- Street- Mailing Addresses
- City - Mailing Addresses
- State- Mailing Addresses
- Postal Code - Mailing Addresses
- Country - Mailing Addresses
- Status - Mailing Addresses
- Deceased flag - Name Information
- Deceased Date - Name Information
Objects we create:
- TrueGivers creates the following objects when we identify a move address.
- Street- Mailing Addresses
- City - Mailing Addresses
- State- Mailing Addresses
- Postal Code - Mailing Addresses
- Country - Mailing Addresses
- Status - Mailing Addresses
Note: The created objects listed above will not affect existing objects. When we find a move for one of your Individual Accounts, we will create the standardized move address and mark it as primary. The original address will be standardized and marked as not primary.
Objects we delete:
- Currently, we do not delete any data from your database. We simply process your data and synchronize it for you.
Learn more about Constituent Categories here: Constituent categories.
Where can I find the fields used in the integration?
CC Stands for "Constituent Category"
|
TrueGivers Field
|
Section
|
Field
|
Little Green Light Field
|
CC?
|
|---|---|---|---|---|
| Address Line 1 | Contact information | Mailing addresses | Street | No |
| Address Line 2 | Contact information | Mailing addresses | Street | No |
| Address City Name | Contact information | Mailing addresses | City | No |
| Address State Code | Contact information | Mailing addresses | State/Province | No |
| Address Postal Code | Contact information | Mailing addresses | Zip/Postal Code | No |
| Address Postal Code Extension | Contact information | Mailing addresses | Zip/Postal Code | No |
| Deceased Type | Categories | Deceased Type | Deceased Type | Yes |
| Deceased Date | Name information | Deceased Date | Deceased Date | No |
| Home Owner | Categories | Home Owner | Home Owner | Yes |
| Net Worth Decile | Categories | Net Worth Decile | Net Worth Decile | Yes |
| Market Value Range | Categories | Market Value Range | Market Value Range | Yes |
| Income Decile | Categories | Income Decile | Income Decile | Yes |
| Religion | Categories | Religion | Religion | Yes |
| Heritage | Categories | Heritage | Heritage | Yes |
Are you an existing Little Green Light customer?
Register to start your integration between TrueGivers and Little Green Light and keep your database updated automatically!
Not a Little Green Light User? Sign up today!
Learn more about getting started with Little Green Light.