Can Sumac integrate with other programs and applications?
Yes! Sumac was created to make the lives of non-profit professionals easier, so it works with all the other programs in your office environment like accounting systems, and desktop applications including: word processing, spreadsheet, email and calendar programs. So, you don’t have to limit what programs you use. Sumac works with them all!
Example – Integrate with Excel
Suppose you have a list of donations in an Excel sheet that you’ve downloaded from your online payment processor’s website. Instead of inputting the data manually, Sumac lets you import the data in just a few clicks.
Importing data from other tools you may be using allows you to integrate many other systems with your Sumac CRM easily. Nearly all systems you may be using outside of Sumac (e.g. an online event management platform, a POS system, or even another database) allow you to export your data to Excel spreadsheets. Once the data is in Excel, you can import the data to centralize everything in your Sumac CRM!
If you plan on importing spreadsheets on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy to import data any time. Check out this article to learn more about setting up Universal Import.
Example – Integrate with your email program
Suppose you need to send one of your contacts an email. A single click from Sumac will run your email program and initiate an email that is already addressed to the recipient. That single click will also record in Sumac that you sent the email, so tracking all your correspondence is easy.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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