Nonprofits

Whitepaper: A Comprehensive Guide to Configuring and Managing Brickwork by iATS Payments

Jan 31, 2024

For nonprofit organizations leveraging the power of Salesforce's Nonprofit Success Pack (NPSP), a robust implementation of Brickwork by iATS Payments plays a pivotal role in optimizing donations, managing donor records, and facilitating insightful reporting. This implementation whitepaper serves as an indispensable tool, aimed at simplifying the configuration and management processes associated with Brickwork, ensuring that nonprofit Salesforce admins and consultants can navigate the intricacies of this integration with ease. 

Brickwork, designed to seamlessly integrate into Salesforce's NPSP, equips nonprofits with essential tools to efficiently accept donations, identify duplicate donor records, map data to campaigns, and construct comprehensive reports. This guide is curated to be a concise yet comprehensive resource, offering both nonprofit Salesforce admins and consultants a quick reference to align their teams with the parameters and terminology specific to Brickwork. 

The guide delves into two fundamental concepts that form the backbone of efficient Brickwork utilization: 

  

Custom Object Relationships: This section visualizes the relationships between the custom objects created within the Brickwork integration, accompanied by concise definitions. Understanding these relationships is crucial for users to navigate and harness the full potential of Brickwork within the NPSP environment. 

  

Recurring Donation Data Models: The guide reviews the two main data models associated with accepting recurring donations. By providing insights into these models, the guide empowers users to make informed choices during the installation and configuration phases. This understanding is instrumental in tailoring Brickwork to the unique needs of each nonprofit organization, ensuring that recurring donations are seamlessly managed. 

  

By encapsulating these key concepts, the implementation guide aims to empower nonprofit teams with the knowledge required to make informed decisions during the installation and configuration of Brickwork. Such empowerment contributes significantly to the success of nonprofits in advancing their missions. As nonprofits strive to make a positive impact on their communities, this guide acts as a compass, guiding them through the intricate landscape of Brickwork integration and fostering a more streamlined, efficient, and mission-driven operation. 

DOWNLOAD THE GUIDE HERE