How to Send Charitable Data to LocaliQ

LocaliQ is a lead management platform. Charitable manages a donation is made through a fundraising campaign, but sending that data to external platforms needs an integration. AFI bridges that gap to LocaliQ.

Why not just use Zapier?

For connecting Charitable to lead management, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

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

Connect LocaliQ to AFI

1. Ask your LocaliQ account team for a Lead Intake URL and Bearer token.
2. In WordPress, go to AFI → Settings → LocaliQ.
3. Paste the Lead Intake URL and Bearer token.
4. Click Save Changes.

Setting up the integration

1. Create a new integration

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

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 LocaliQ as the destination

Choose LocaliQ from the platform dropdown and pick Submit Lead. This submits a lead to your LocaliQ intake URL.

4. Map fields

Match each LocaliQ 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 LocaliQ 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 email, phone, first name, and last name to LocaliQ with unlimited records. Pro adds campaign ID and message field. 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 LocaliQ in minutes.