MortarStone Integration¶

MortarStone provides analytics to help you better engage with your contributors—turn new givers into recurring givers, re-engage lapsed givers, and strengthen your connection with top givers. Through its integration with your TouchPoint database, MortarStone provides reports that give insights to help you understand your giving demographics and to develop strategies to retain and increase your donor base. For more information, see their website regarding the integration with TouchPoint. From there, just complete the short form to get started.

Once your MortarStone account is established, enabling the integration is done in two basic steps:

Step 1

Create a MortarStone record in TouchPoint and add a user account.

Step 2

Contact TouchPoint Support and request that the following user roles be added to the user account you created: Access, ApiOnly, and Developer. Be sure to let them know that the account is for the MortarStone integration.

Step 3

From your MortarStone account, establish a connection to your TouchPoint database. For details on this process, contact MorstarStone support.

Updated integration link and steps to establish connection with MortarStone.