Beacon CRM

v0.0.3

๐Ÿ“˜

To find out more about the Beacon CRM API, please look at their documentation: Beacon CRM API Docs, you will need your login for access.

Set up


To set up the Beacon CRM connector, you will need your Account ID and API Key.

To locate your Account ID and API Key in your Beacon account, please follow these steps:

Account ID Steps:

Go to the Beacon CRM API Docs, log in, and head to the 'Introduction' tab on the left.
Here your Account ID will be present.

API Key Steps:

Log in to your Beacon Admin Account, and ask the support team in the chat widget on the bottom right for your API Key as stated in the documentation:

Features


FeatureSupportNotes
Backfillโœ…2 Years for All Reports.
Incrementalโœ…
API reliability๐ŸŸขReliable

Reports detail


โฌ‡๏ธ Report๐Ÿ”‘ Incremental key๐Ÿ”‘ Primary key๐Ÿ“„ Link to API endpoint
Contact ProfilesUPDATED_ATIDOverall documentation for each endpoint
PeopleUPDATED_ATID^
PaymentsUPDATED_ATID^
OrganisationsUPDATED_ATID^
Fundraising PagesUPDATED_ATID^
EventsUPDATED_ATID^
FundsUPDATED_ATID^
PayoutsUPDATED_ATID^
SubscriptionsUPDATED_ATID^
MembershipUPDATED_ATID^
Major GiftsUPDATED_ATID^
ActivitiesUPDATED_ATID^
Volunteering Group MemberUPDATED_ATID^
Volunteering GroupUPDATED_ATID^
CampaignUPDATED_ATID^
Peer Support Group EventUPDATED_ATID^