Kela CRM: Revolutionizing Not-for-Profit Fundraising with Xero Integration (Full Transcript)

Speaker 1: Kela is an intelligent, all-in-one CRM and donor management solution designed specifically for not-for-profits. Our community uses Kela to delight their donors, mobilize their volunteers, market their not-for-profit, and transforms your team into a data-driven organization so you can raise more money for your cause. We have woven our intelligence features into our software to give you insights like who to call for each campaign, exactly how much to ask them for, and when they will be most receptive to donation requests. Kela is your ultimate fundraising secret weapon, and we've teamed up with the Xero team to take your data even farther. By integrating Xero with your Kela CRM, you can seamlessly sync your transactions, streamline your not-for-profit operations, and get back to what matters most. Our software works together with Xero to reduce administrative errors that would normally be associated with traditional data transfer by imports and exports. This saves you time while giving you more control over your revenue and donation data. With a one-way sync from Kela to Xero of donation and revenue information, you'll be able to create personalized and compliant tax receipts for your donors. Connecting Xero and Kela is an easy process. All you need is your existing Xero account information to log in from within your organization settings in your Kela account. Simply match the account on Xero to the transaction type in Kela, and your data will be ready to sync. If you don't have a matching account on Xero, you can create it easily by clicking Create on Xero. You can map all of your income, expenses, and categories so when you sync your transactions, you'll have a comprehensive picture of your donors across each platform. This makes accounting a breeze. Once everything is mapped out and set up, you'll be able to start syncing your Kela data to Xero with just a few simple clicks of a button. To get you started, we offer a wide range of learning materials. The best place to go is our Knowledge Base Center. Here, you can learn more in-depth about the key benefits, integration requirements, and our FAQs. If you are ready to connect to Kela and Xero, the Knowledge Base Center will also walk you step-by-step on how to do so. Connect with one of our Kela experts to learn more about Kela and Xero's integration and how you can get two months for free off Kela. Save time, save stress, and start amplifying your impact today.