How to Send Charitable Data to Jobber

Jobber is a field service management platform. Every Charitable donation record should flow into Jobber automatically. This guide shows how to set that up in five minutes.

The direct approach

AFI delivers donation data straight from WordPress to Jobber. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Charitable installed and configured.
• A Jobber account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Jobber to AFI

1. Log in to your Jobber account.
2. Go to Settings → API to get your API credentials.
3. In WordPress, go to AFI → Settings → Jobber.
4. Enter your credentials and authorize the connection.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Jobber.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Jobber as the destination

Choose Jobber from the platform dropdown and pick Create Client. This creates a client in Jobber.

4. Map fields

Match each Jobber field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Jobber to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Jobber with unlimited records. Pro adds custom field mapping and address details. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Jobber in minutes.