Automating MuchLoved income processing for Donorflex CRM

Charities using MuchLoved often spend days each month cleaning, coding and reformatting donation data before it can be imported into Donorflex (or whichever CRM they are using). This use case shows how Bridgit reduces that workload by automating the bulk of income processing and delivering a Donorflex-ready import file.

 

Real Life Example: How Rowans Hospice reduced MuchLoved income processing time by over 75% (with further reductions expected)

Before Bridgit

At Rowans Hospice, processing income from MuchLoved was one of the most time-consuming admin tasks in the fundraising calendar.

Twice a month, following MuchLoved payouts around the 1st and 15th, the Legacy and In-Memory Giving Fundraising Manager would spend 1.5 to 2 full days per payout manually preparing donation data for Donorflex. In total, this added up to 3 to 4 days every month.

The work was detailed and unforgiving. It included:

• Cleaning and standardising first and last name casing
• Applying salutations
• Removing email addresses where no communications consent was given
• Adding mandatory CRM and finance data such as donor type codes, category numbers, audit codes, income stream codes, account IDs and soft credit information
• Handling Gift Aid income separately, with additional codes applied in different rows

All of this had to be done across hundreds of rows for each payout. Once cleaned, the data then needed to be transferred into Donorflex’s import template, a spreadsheet 130 columns wide, before finally being uploaded into the CRM.

It was slow, repetitive and carried a constant risk of error.

 

Life with Bridgit

Bridgit automated all of the tasks above using custom, charity-specific rules.

Rowans Hospice now has a scheduled bridge that runs automatically twice per month, aligned with MuchLoved payouts. The bridge applies almost all of the required data cleaning, transformations and coding, then delivers a Donorflex CRM-ready spreadsheet.

The Fundraising Manager receives a Donorflex-ready import file, then completes a short final check and a handful of tweaks that Bridgit cannot yet automate. After that, it’s ready to upload into Donorflex.

 

Impact

• 22 hours saved every month (reduced from 32 hours to around 10)
• Further reductions expected, with upcoming automations likely to bring this down to under 5 hours per month
• Cleaner, more consistent data
• Lower risk of errors
• A happier, less overloaded fundraising team

So the process used to take me a day and a half to two days to complete… I just did it in a maximum of 5 hours. AMAZING!!!

- Alexis Trowbridge, Legacy and In-Memory Giving Fundraising Manager, Rowans Hospice