ActBlue

Connect ActBlue donations directly to your Solidarity Tech account. When a donation is made through ActBlue, it syncs to Solidarity Tech in real time. The sync creates or updates the donor's contact record and logs the donation as an external donation with source "ActBlue". Employer and occupation are stored as custom properties.

Setup Instructions

1. Access ActBlue Settings

Go to Settings, then click ActBlue under Integrations. You need the Standard plan or higher, a root organization in the US, the Manage All Third-Party Integrations permission at the root organization, and the Manage Finances permission.

2. Copy Your Credentials

Click New integration and give it a name. The form also asks for a Scope (an organization or one chapter) and an optional Default Chapter for New Contacts. The scope cannot change later, but you can create several integrations, each with its own credentials. Your webhook credentials are automatically generated:

• Contributions Webhook URL: A unique URL for your integration
• Cancellations Webhook URL: A separate URL for cancellation notifications
• Username: Auto-generated
• Password: Randomly generated

Click the key icon (View Credentials) on the integration's row, then click Copy next to each value.

3. Request Contributions Webhook in ActBlue

1. Log in to your ActBlue dashboard
2. Under Tools, go to Integrations → Webhooks and click Create a new webhook
3. Select webhook type: ActBlue Default (for contributions)
4. Paste the Contributions Webhook URL, Username, and Password from Solidarity Tech
5. Submit your webhook request

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Note: ActBlue contacts the main point of contact on your webhook request about activating your webhook. Make sure the contact email is correct.

4. Request Cancellations Webhook in ActBlue

To track when donors cancel their recurring contributions, set up a second webhook:

1. In your ActBlue dashboard, under Tools, go to Integrations → Webhooks and click Create a new webhook
2. Select webhook type: ActBlue Default Cancellations
3. Paste the Cancellations Webhook URL and the same Username and Password from Solidarity Tech
4. Submit your webhook request

When a recurring donor cancels through ActBlue, Solidarity Tech records the cancellation on the matching donation charges.

5. Import Historical Donations (Optional)

To import past donations, select a start date under Requested backfill start date (optional) when you create your webhook in ActBlue. To skip, leave the field empty. ActBlue sends past donations from that date to your webhook.

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Tip: You can request past donations after setup. Edit the webhook in ActBlue. Open the Backfill tab. Select a start date and an end date. Then click Queue Syncing.

Solidarity Tech skips donations it already has, so it's safe to request a backfill even if some donations have already been synced. For more details, see ActBlue's article on setting up a webhook integration.

6. Set Up Refund Webhook (Optional)

To receive refund notifications, add a third ActBlue webhook of type ActBlue Default Refunds. Use the Contributions Webhook URL and the same username and password. Solidarity Tech then records each refund on the matching donation.

Managing External Donations

In Finances → Payments, pick External Donations in the account list if the page shows one. To show only ActBlue donations, pick ActBlue in the source list. Each external donation shows an External badge.

To remove an external donation, open it in Finances → Payments. Click the ... button, then click Delete. Confirm the deletion in the modal dialog.

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Warning: Deleting a donation is permanent and cannot be undone. The associated activity will also be removed from the contact's timeline.

Regenerating Credentials

If you need to regenerate your webhook password:

1. Go to Settings → Integrations → ActBlue
2. Click the ... menu next to your integration, then click Edit
3. In the edit modal, click Regenerate Password at the bottom
4. Confirm the action when prompted
5. The new password will appear on the integration's credentials row (click the key icon to reveal it)
6. Copy the new password and update it in your ActBlue dashboard webhooks immediately

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Warning: Regenerating the password will immediately invalidate your existing webhook. Update ActBlue as soon as possible to avoid missing donations.

Troubleshooting

If donations do not arrive, check that the webhook is active in the ActBlue dashboard. Then check that the webhook URL, username, and password in ActBlue match your Solidarity Tech credentials.

A donation with no donor email, no order number, or an amount of 0 or less is skipped. If you see duplicate donations, check whether the same donation was also added through a CSV import, then delete the duplicates in Finances.

For other problems, contact Solidarity Tech with the headset Support button in the top navigation bar.