Data & Integrations
How to import your data.
- Merging Contacts by ID instead of email address
- Custom Fields
- AgencyBloc + Zapier: Create and Update Contacts
- Bloomerang + Zapier: Creating and Updating contacts
- Levitate + MyCase Integration
- Zapier + donations and payments
- Zapier + HouseCall Pro
- Levitate + Salesforce
- Levitate + DonorPerfect Integration
- AgencyBloc + Zapier: Create and Update Policies
- Levitate + Practice Panther Integration
- Uploading and Updating via Spreadsheet: Field Logic
- Stripe + Levitate
- Levitate + ServiceTitan Integration