Voizee – Little Green Light (LGL) Integration

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Quick Link: Voizee Integrations

Integrating Voizee with Little Green Light (LGL) allows nonprofits to streamline donor outreach, manage constituent data more effectively, and enhance engagement efforts. There are three primary methods to integrate Voizee with LGL: API Integration, Zapier, and Export-Import. Here’s how to set up each one.

Method 1: API Integration

The API integration method enables a direct connection between Voizee and LGL, syncing constituent information for seamless communication and data tracking.

Steps:

1. Generate an API Key in LGL:

   • Log in to your LGL account.
   • Navigate to Settings > Integration Settings > Advanced Integrations > LGL API
   • Click Generate API Access Token button and name it for easy reference (e.g., “Voizee Integration”).
   • Copy the API key.

2. Connect the API Key in Voizee:

   • Log in to your Voizee account.
   • Go to Settings > Integrations and select Little Green Light (LGL).
   • Paste the LGL API key into the designated field and click Save.

3. Enable Data Sync:

   • Once connected, choose which constituent data to sync (names, phone numbers, tags, etc.).
   • Enable automatic data updates from Voizee to LGL for communication records, ensuring contact reports reflect interactions across both platforms.

This API integration provides a seamless, automated flow of data between LGL and Voizee, ideal for frequent donor updates and continuous engagement tracking.

Method 2: Zapier Integration

Zapier offers an easy way to connect Voizee with LGL without manual coding. Use Zapier to automate workflows, pulling data from LGL into Voizee or syncing specific triggers between the platforms.

Steps:

1. Set Up a Zapier Account:

   • Log in to Zapier (or create an account if you don’t have one).

2. Create a New Zap:

   • Click Create Zap and select Little Green Light as the trigger app.
   • Choose the trigger event (e.g., “New Constituent Added”) to pull data from LGL.
   • Connect your LGL account and authorize Zapier to access data.

3. Add Voizee as the Action App:

   • Choose Voizee as the action app in the Zapier workflow.
   • Select the action (e.g., “Create Contact” or “Send SMS”) to specify how data should be used in Voizee.
   • Map the data fields, such as transferring names, phone numbers, and categories from LGL to Voizee.
   • Test the Zap to ensure data flows smoothly between LGL and Voizee.

4. Activate the Zap:

   • Once confirmed, activate the Zap to automatically sync data based on the chosen trigger and action events.

The Zapier method provides flexibility in automating specific tasks and syncing data in real-time.

Method 3: Export-Import

The Export-Import method is ideal for nonprofits looking for periodic data syncing without automated integration. This method involves manually exporting contact data from LGL and importing it into Voizee.

Steps:

1. Export Data from LGL:

   • Log in to your LGL account.
   • Go to Constituents and filter the data you’d like to export (e.g., by campaign, tags, or recent updates).
   • Click Export to Excel and download the file.

2. Prepare the Export File:

   • Open the exported file and ensure the columns match the fields in Voizee (e.g., name, phone number, category).
   • Adjust column headers or clean up data if necessary.

3. Import Data into Voizee:

   • Log in to Voizee, then navigate to Leads > New Import.
   • Choose the Upload File option and select the LGL export file.
   • Map the file columns to Voizee fields to ensure accuracy.
   • Click Import to complete the upload.

4. Schedule Regular Exports (Optional):

   • For consistency, schedule regular exports in LGL to update Voizee periodically, ensuring data remains current.

The Export-Import method is effective for nonprofits that prefer a manual approach or need to import specific data sets.

Summary

Each method—API, Zapier, and Export-Import—offers different levels of integration, allowing nonprofits to choose the best approach for their operational needs. With Voizee and LGL working together, nonprofits can streamline communications, better manage donor data, and maximize outreach efforts. For further assistance, please refer to our Knowledge Base or contact support.

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