i360 CRM, digital marketing, analytics and compliance software system that serves free-market-focused political organizations and commercial clients.
Connect Anedot to i360
To connect Anedot to i360, follow the steps below:
Access the Settings>Integrations>Directory tab within your fundraising account.
Click the blue + New Connection button in the upper right corner of the Directory.
Select i360 from the Directory list.
Select the Action Pages you would like synced with i360. The default is All Pages.
To exclude pages, enter a comma-separated list of the Action Page IDs
Optionally, you can scope the integration to only send team-specific data to i360.
Apply your i360 Username.
Enter your i360 Password.
Click the blue Save button in the lower right corner to complete the connection.
The Action Pages, Team, and credentials can be modified at any time post-setup.
Data Relays
Anedot relays data for financial and non-financial pages.
Relays only include: Name, Employer, Occupation, Address, Email, and Phone fields
A new contact is created if any of the information is not exactly matched (name, email, phone, address, etc.)
If there are 5 failed relay attempts in a row, the integration is marked Inactive and no longer attempts relays.
Once the relay has successfully gone through, you can find your donor contact by searching for their name/email/phone in i360 or from the Contact Management List.
Within i360, access the Contacts tab.
Click Management. This will redirect you to all available contacts.
Finding donors through the Contact Management List
From the menu select Contacts.
Click on “Management”.
From here you can see and select any contacts to take action within i360.
Field Mapping
Contact Fields
Anedot Field | i360 Field |
employerName | employer |
lastName | lastName |
firstName | firstName |
phone | cellNumber |
occupation | occupation |
address {city} | mAddress_City |
address {line1} | mAddress_Line1 |
address {line2} | mAddress_Line2 |
address {region} | mAddress_State |
address {postalCode} | mAddress_PostalCode |
i360 field - tags* "tagName": "Anedot Donor", "categoryName": "Anedot" | tag "Anedot Donor" with category "Anedot" |
The i360 Client Services team requested tag support in August 2024 to help onboard shared customers. The tags here are specific to i360 and are not related to Anedot teams/tags.
Payload Data
Request Headers
{}
Request Body
{
"tags": [{
"tagName": "Anedot Donor",
"categoryName": "Anedot"
}],
"email": "[email protected]",
"employer": "",
"lastName": "Dot",
"firstName": "Annie",
"cellNumber": "8765678987",
"occupation": "",
"mAddress_City": "New Orleans",
"mAddress_Line1": "1340 Poydras St",
"mAddress_Line2": "",
"mAddress_State": "LA",
"mAddress_PostalCode": "70112"
}
Response Body (Success)
{
"message": null,
"success": true,
"personId": 1234
}
Response Body (Failure)
{
"message": "Unauthorized"
}
Response Status (Success)
200
Response Status (Failure)
401