Aplos

Aplos allows organisations to manage their Not For Profit finances, so we've created an easy to use integration that allows Raisely to send the transactional data across to Aplos, in real-time to help with your finances even further.

Connecting your Aplos Account to Raisely

To get started, you need to firstly make sure that you have an Aplos account created. Visit Aplos' website and check out their Raisely-Aplos integration documentation for further information.

Once you have an Aplos account, you'll need to get your client id & private API key from Aplos by visiting your organisation settings page.

Once you have you have your client id and private API key from Aplos, you can log into your Raisely account and go to your organisational settings and select `Integrations` and then expand the panel on the right to enter in your Aplos configuration.

1

Entering in your connection details.
Enter in your client id and upload your private key in the inputs provided. Then click `Connect`. This will validate the client id & private key that you've uploaded. If the connection is successful, the `Not Connected` label will update to `Connected`. This will also retrieve your accounts and purposes from Aplos.

2

Defining which accounts to map the Raisely transactions to.
The deposit account is where the transaction amount (ex. fees) will be mapped to. The expense account is where the fees (both Raisely fee and provider fee) will be mapped to. For more information about setting up these accounts in Aplos, refer to their support documentation here.

3

Mapping your different campaigns to purposes inside Aplos.
The purposes are where the funds will be mapped to in Aplos. For more information about purposes in Aplos and how to set them up, refer to their support documentation here. You need to define a default purpose, and then you can define different purposes for each campaign in your organisation.

Assuming you've completed steps 1-3 above, you'll then be able Save your configuration which gets validated. If it's valid, you'll then be able to activate the Aplos connection and start sending the Raisely transaction data to Aplos.

Understanding the Integration

Alright, I've set up the integration, and now it's activated. Now what happens?

Raisely will send over all online transactional data to your Aplos account. The transactional data includes one off donations, regular donations and ticket orders. Donations or ticket orders created manually in the admin are not sent to Aplos, and neither are matched donations.

The transactions are sent across to Aplos as contributions, mapping to the purpose and accounts. 

- The amount is the donation amount + Raisely & provider fees - in campaign currency.
- The NTD amount is any non-taxable amount (e.g. tickets) - in campaign currency.
- The expense amount includes both Raisely & provider fees - in campaign currency.

If the donor is not known in Aplos, a contact is also created to attribute the contribution to.