NGO Integration Map Generator
Assign ownership to each record and define the event, reconciliation and recovery route between systems.
Method And Expected Result
Every arrow needs a source of truth, schema version, authentication boundary, failure owner and recovery test. The generator keeps records and responsibilities visible; it does not assert that a particular connector is already delivered.
Worked planning examples, not customer performance results. Changes stay in this page until exported; reloading resets them. Keep sensitive personal information out of this planning tool.
Working Sheet
| Source | Target | Record or event | Stable reference | Recovery rule | Reconciliation | Owner |
|---|---|---|---|---|---|---|
| Donor CRM | Payment provider | Donation intent | gift_id | Query original before uncertain retry | Gift to payment status | Fundraising |
| Payment provider | ERP finance | Settled gift and fee | event_id | Deduplicate delivery attempts | Gross less fees equals net | Integration |
| ERP finance | Bank | Approved payment | payment_id | Check status before resubmission | Instruction to statement | Finance |
| Programme system | ERP reporting | Accepted indicator observation | observation_id | Preserve capture and receipt times | Accepted population and period | Programme |
The Excel toolkit includes the Integration map worksheet for this resource. CSV exports contain current values; Excel retains the calculator formulas.
