This article explains how to prepare for your integration demo with Double the Donation.
Integration Certification Checklist
Before launching your auto-submission integration, you will schedule an integration demo with the Double the Donation team. You will demonstrate your integration on screen share as the Double the Donation team goes through the certification checklist. If you pass, and there are no outstanding questions or issues, your integration will be certified and you can proceed to send screenshots to the Double the Donation team, then launch and market the integration.
To prepare for the integration demo, we recommend you review the requirements in the checklist below. This is the checklist the Double the Donation team will be referencing during your integration demo. If your integration passes these requirements, your integration demo should go smoothly.
Integration Certification Checklist
Picking up matching gift submissions from 360MatchPro
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Expected integration behavior |
How to demonstrate on a demo call |
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When a donor completes the auto-submission flow, their transaction must trigger the creation of an offline matching gift request in your platform |
Submit a donation in the “Create Donations” tab in the CSR Partner Testing Portal, fill out the required fields on the confirmation screen, and select “submit.” Demonstrate the transaction has appeared on your platform.* |
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When a donor does not complete the auto-submission flow, their transaction does not trigger the creation of an offline matching gift request in your platform |
Submit a donation in the “Create Donations” tab in the CSR Partner Portal and do not fill out the required fields on the confirmation screen. Demonstrate the transaction has not appeared on your platform.* |
*This documentation recommends a scheduled overnight call to the get-updated-donations API, so you will have to manually make this API call during the certification demo.
Updating the matching gift status in 360MatchPro
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Expected integration behavior |
How to demonstrate on a demo call |
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When the status of the matching gift request changes in your platform, the new status must be reflected in 360MatchPro. |
In your platform, change the status of the matching gift request to all the different options. Push the changes over the API.* Refresh the “View Donations” tab in the CSR Partner Portal and demonstrate the values changing in the “Auto-submission Status” column. Double the Donation will record the mapping of statuses in your platform to the statuses in 360MatchPro. |
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If the promise amount is different than the donation amount, the promise amount must be reflected in 360MatchPro. |
Submit a donation in the “Create Donations” tab in the CSR Partner Portal, fill out the required fields on the confirmation screen, and select “submit.” Demonstrate the transaction has appeared in your platform, and indicate a promise amount of $100. Push the changes over the API.* Refresh the “View Donations” tab in the CSR Partner Portal and demonstrate $100 in the Promise Amount column. |
*This documentation recommends a scheduled overnight call to the update-donation API, so you will have to manually make this API call during the certification demo.
Integration Screenshots
Once you have passed your integration certification, the Double the Donation team will need to create internal and external support documentation. This requires screenshots of your platform. The Double the Donation team will identify the necessary screenshots during your demo call.