How to Set up ActBlue Integration in ISP Software

Our integration partners sometimes make updates to their system that we are unaware of. If the steps provided in our help file don’t match what you see on their site, please contact our support team and we will assist you in getting the integration properly set up.

We pull data from ActBlue via an API when new donations are processed. If a donation is recurring monthly, ActBlue will provide us with a new donation each month. From our standpoint, nothing in the information we receive indicates it is recurring. We also don’t support pre-entry because recurring donations sometimes fail or are canceled.

When transactions come over from ActBlue, we respect the timezone that ActBlue specifies. For example, if a transaction is sent to us on August 2nd from ActBlue at 1:00 am Eastern Time, even though that is August 1st at 10:00 pm Pacific to ISP, the system will treat that as an August 2nd transaction.

You can control how your ActBlue transactions come into ISP through the ActBlue integration page.

You can also control your ActBlue transactions through the Auto-Import settings on the ai@ISP page.

How do I add the ActBlue integration?

Setting up your ActBlue integration is a multi-step process.

Go to the Integrations tab and select Add/Remove Integrations.
On the resulting page, in the Available section, click the ActBlue integration.
A new window will appear and ask for your ActBlue Entity ID. This can be found by logging into your ActBlue account and viewing the URL of the Dashboard. It will be a 5 digit number and look something like this: https://secure.actblue.com/entities/XXXXX/dashboard
After adding the ActBlue Entity ID, our system will immediately set up your ActBlue/ISP webhooks. After seeing a success message, your ActBlue Settings page will open.
The top section on the page is an Integration Status section with the account’s webhooks and unique credentials listed.
In a new browser tab, open ActBlue and log in.
Go to the Integrations tab in your ActBlue dashboard and click Webhooks
Click Create a New Webhook and enter your webhook credentials from the ISP ActBlue Settings/Integration Status page.
Hit the Create webhook button, and their system handles the rest.
Once your webhook is active, contact ActBlue if you want a data backfill processed.

Once all steps are complete, ActBlue donations will appear in the Pending Imports section of the Dashboard within about 24 hours. If you use a customized dashboard in ISP, include the Pending Imports section in the customization, or you will not see data from ActBlue that needs to be imported into your database.

Once the integration is set up, the system will automatically create an ActBlue organization record in the account with ActBlue’s details. We also suggest manually creating an ActBlue Technical Services organization record for any fees incurred from ActBlue.

Regarding the dates on these transactions, ActBlue sends the contribution data in real time as it is made. That is part of the process they have set up for integrations overall. While the conduit check can have the date received, the contributions would have the date given.

Please note that temporary duplicate contact information is expected with imports. The cleanup process, which typically runs within an hour of the import, should automatically clean up the duplicate contact information.

How do I add more than one ActBlue integration?

If you have more than one ActBlue account and need to set up a second integration into the same ISP account, you can enter additional ActBlue Entity IDs in the ActBlue Entity section.

How Do I Set Up an ActBlue Integration?

How do I add the ActBlue integration?

How do I add more than one ActBlue integration?

Related Information

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