Already run your nonprofit on another system? Connect it to VolunteerBadge and keep your people in sync automatically — no spreadsheets, no double entry.
How sync works
Inbound pulls people from the other system into VolunteerBadge so you can screen them. Outbound pushes volunteers back once they're approved. You choose one direction or both, per connection.
Available connectors
| Platform | Type | Setup guide |
|---|---|---|
| Planning Center | Church management | Connect → |
| Bloomerang | Donor CRM | Connect → |
| Little Green Light | Donor CRM | Connect → |
| Breeze ChMS | Church management | Connect → |
More platforms (Neon CRM, Salesforce, Blackbaud) and a Zapier app are on the way. Don't see yours? The REST API and spreadsheet importer cover anything else.
Set up a connection
- Go to Settings → Integrations.
- Find your platform and click Connect.
- Paste the credentials from that platform (see each guide above), choose a direction, and click Test & connect.
- Click Sync now for an immediate run. After that we re-sync automatically a few times a day.
What gets synced
| Field | Inbound (in) | Outbound (out) |
|---|---|---|
| First / last name | Yes | Yes |
| Yes | Yes | |
| Phone | Yes | Yes |
| Date of birth | When available | When available |
| Address | Yes | Yes |
| Background-check status | — | Approved volunteers only |
We match people by email so re-syncs never create duplicates — each volunteer is linked to their record in your other system. SSNs are never sent to or pulled from a connected platform; they're collected only when you run a check.
A note on FCRA
People imported from a connected system are marked as having authorization on file — only connect a system whose records you hold signed authorization for. Background checks (and auto-rescreen) run only for those people.
Troubleshooting
| Symptom | Fix |
|---|---|
| “Connection failed” when connecting | Double-check the API key and (for Breeze) the subdomain. Make sure the API is enabled in the other platform — some require turning it on or are off during trials. |
| Sync runs but imports 0 people | Confirm there are records modified since the last sync, and that the key has read permission. The first sync pulls everyone; later syncs are deltas. |
| A volunteer didn’t come across | People with no first/last name are skipped. If they already exist in VolunteerBadge (same email), they’re linked rather than re-created. |
| Sync seems slow | Some platforms (e.g. Breeze) have tight rate limits, so large rosters import over several scheduled runs. |