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How do I sync my ActBlue data to a third-party service?

ActBlue Team
  • Updated

ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions. 

In this article:

  1. What is a webhook?
  2. Requesting a new webhook
  3. Finding and editing a webhook
  4. Exporting data to Google Sheets and Salesforce

Additional Resources:

  1. Figuring out which webhook type you will need to use
  2. Building an integration on top of ActBlue Default webhooks
  3. For vendors: Requesting a webhook

ActBlue webhooks are a way to connect your ActBlue contribution data to third-party services like a content management system, mailer, or customer relationship management system.

What is a Webhook?

A webhook is a way to notify when an event has occurred. When you receive a contribution through ActBlue, we’ll send this information to the location (endpoint URL) you provide. We can notify you when three events happen: contributions, refunds, and recurring contribution cancellations.

Contribution data is described in the notifications as contributions from donors to entities. They include the donor’s name, address, employer, contribution form used, and other personal information. Read more about the information included in these notifications.

You can request a new webhook in the Integrations tab of your Dashboard. Choose the webhook you need from a dropdown menu depending on what service you want to connect with or whether you’re building a custom integration.

Read our guide on webhook types to understand which one you will need.

We currently offer the following webhooks:

  • ActionKit 2.0
  • ActionNetwork
  • Blue State Digital
  • CallTime
  • NGP Digital 8
  • Numero.ai
  • Salesforce
  • Salsa

If the service you use isn’t on our list, you can send your vendor our Vendor Form to request a webhook.

Requesting a New Webhook

Step 1: Click the Integrations tab in your Dashboard 

In your Dashboard toolbar, click the Integrations tab under “Tools.” If you have set up webhooks before, you’ll see a list of your requested, active, and inactive webhooks.

Step 2: Request a new webhook 

Click the “Request a new webhook” button in the top right.

 

A screenshot of the Webhook Integrations page with an arrow pointing to the Request a New Webhook button

 

Step 3: Select the webhook type you need from the dropdown menu

After choosing the webhook you need, click “Next.”

 

Screenshot of the Request a New Webhook page with a dropdown menu displaying the different types of webhooks you can request

 

Step 4: Enter some basic information 

You have the option to include a nickname for your webhook. We recommend you do this to help you differentiate similar webhooks.

Enter the email of your campaign or organization’s main point of contact. We will contact this person about activating your webhook, so make sure the email is accurate.

 

A screenshot of the Basic Info form for your webhook, with a Nickname field and a Contact field

 

Step 5: Enter your endpoint and credentials 

The endpoint URL and credentials required in this section depend on your webhook type. Check our guide for what specific information you’ll need.

 

A screenshot of the Endpoint and Credentials form for your webhook, with a field for the Endpoiint URL, a Username field, and a Password field

 

The “Endpoint URL” is where you’d like ActBlue to send your contribution data, and it needs to be a secure URL that begins with “https://”

The “Username” and “Password” fields are the credentials for your endpoint.

Step 6: Optional: Include a “Backfill” date 

If you set up a webhook for the first time and have previous donations with ActBlue, you can receive these notifications with our backfill feature.

Select your data’s date range under “Requested backfill start date (optional).” All backfills run from the start date through the webhook activation date.

 

A screenshot of the Backfill Past Contributions feature with a field for the Requested Backfill Start Date

 

Step 7: Submit the webhook request

Once you’ve entered the required information, click the “Submit request” button at the bottom. Please note that ActBlue must first approve your webhook request before activating it.

 

A screenshot of the Submit Request button with an arrow pointing to it

 

Step 8: The ActBlue team will follow up 

After submitting your request, we’ll review it and email the contact you listed once the webhook is active!

Finding and editing a Webhook

You can always find your webhooks in the Integrations tab of your Dashboard toolbar.

Click the “Edit” button to make changes to a specific webhook.

 

A screenshot of an example webhook with an arrow pointing to the Edit button

 

You can update a webhook’s basic information, like nickname, contact email, and credentials. Click “Save” after making updates.

If you request a backfill of data, you cannot edit the start date you specified for the backfill. Please reach out to your ActBlue contact to request another backfill.

Exporting Data to Google Sheets and Salesforce

Setting up your Google Sheets integration and exporting reports to your Google Drive is simple. Learn more about exporting your data to Google Sheets.

 

For users with Salesforce, you can connect to your account via our Integrations page and streamline your contribution data management.

The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role. 

If you have any questions, please contact our support team using the email address you use to access your ActBlue account. 

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