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ThirdSectorBee Help Centre
Tutorials
What is ThirdSectorBee?
Tutorial: Set up your organisation
Tutorial: Find your way around
Tutorial: Your first-week checklist
Tutorial: Your first import
Tutorial: Run your first Gift Aid claim
Concepts
How ThirdSectorBee is organised
The Relationships data model
Touchpoints, payments and fundraising activities
Data entities reference
Understanding Gift Aid
Imports: single vs pipeline
Permissions and roles
What is case management?
What are Worker Bees?
What is Engage?
What is the Ticket Tailor integration?
Relationships (CRM)
How-to guides
Create and edit contacts
Find your way around a contact profile
Record communications consent
Restrict who can see a record
Create and edit organisations
Create and edit resources
Log a touchpoint
Record a payment or donation
Refund a payment
Manage a fundraising activity
Track fundraising activity expenses
Set payment defaults on an activity
Link segments and tasks to an activity
Link records together
Build and save a segment
Combine segments into a stack
Use stewardship actions
Set up a recurring payment
Connect a payment provider for reconciliation
Manage restricted funds
Manage tribute funds
Find fundraising pages
Read the giving dashboard
Resolve reconciliation exceptions
Reference
Contact fields
Organisation fields
Resource fields
Touchpoint fields
Payment fields
Fundraising activity fields
Segment operators
Relationships settings
Stewardship action types
API Reference
Tasks
How-to guides
Create, assign and complete tasks
Reference
Task fields and statuses
Importing data
How-to guides
Prepare a CSV file
Run an import
Save and reuse a column mapping
Run a pipeline import
Import a bank statement
Import from Donorfy
Export contacts from a segment
Reference
Supported entity types and fields
Job statuses and errors
API Reference
Gift Aid
How-to guides
Set up HMRC submission details
Manage declaration methods
Collect a Gift Aid declaration
Submit a claim to HMRC
Reconcile a claim response
Report Danish gifts to SKAT
Reference
Declaration fields
Claim statuses
Tax schemes by country
Italy: donation tax relief
What counts as a gift
Case Management
How-to guides
Create and manage cases
Find your way around a case
Plan support for a case
Link external services to a case
Log a case interaction
Close a case
Reference
Case fields and statuses
Engage
How-to guides
Build and publish a form
Edit a published form
View form submissions
Show what a gift achieves with gift handles
Take card and Direct Debit payments on a form
Ask for permission to contact supporters
Style a form to match your website
Choose what happens after someone submits
Embed or share a form
Reference
Form field types
Submission processing
Form starting points
Publish checks
Integrations
How-to guides
Connect Ticket Tailor
Connect JustGiving
Connect Dotdigital
Connect Mailchimp
Connect Stripe for Engage payments
Connect Zapier
Connect GoCardless
Log emails from Outlook
Connect Claude or ChatGPT
Connect Eventbrite
Connect TeamKinetic
Connect Upshot
Reference
Ticket Tailor sync behaviour
Zapier triggers and actions
Worker Bees
How-to guides
Create a Worker Bee
Choose between actions with a swarm
Email or text a contact
Post to Slack or Microsoft Teams
Send event details to another system
Read a Worker Bee's flight history
Reference
Trigger events and filters
Actions and their settings
Insert data from the event
Worker Bees permissions
Account & settings
How-to guides
Update your profile
Invite a team member
Disable or remove a team member
Configure organisation settings
Manage passkeys and session settings
Sign in with a passkey
Set up and manage subscription billing
Trial, payment and suspension messages
Get notified when a payment arrives
Create and revoke API tokens
Share feedback and read replies
See what's new
Choose which modules you see
Reference
Permission catalogue
Organisation settings
API Reference
Quickstart
Authentication
Concepts
Relationships API
Programmes API
Case Management API
Engage API
Taxes API
Worker Bees API
Importer API
Account API
Memberships API
Billing API
Finance API
Payment Statistics API
Events API
Impact API
Notifications API
Tasks API
Pipeline API
Sponsorship API
Memberships
Configure membership types
Issue and manage memberships
Renew a membership
Work with upcoming renewals
Read the memberships dashboard
Import memberships
Programmes
Create and manage programmes
Set programme objectives
Review a programme's funding
Find programmes to fundraise for
How impact measurement works
Add and review impact measurements
View the impact dashboard
Review a funder report
Record outcomes at case closure
Fundraising Pipeline
Manage your fundraising funnel
Manage opportunities
Pipeline settings
Events
Create and edit an event
Change an event's status, cancel or delete it
Review an event's income and engagement
Beneficiary Sponsorship
How sponsorship works
Create a sponsorship programme
Configure a sponsorship programme
Add a sponsorship opportunity
Add a contact to a sponsorship programme
Write a sponsor-facing profile
Record sponsorship consent
Review and approve sponsorship opportunities
Check a sponsorship opportunity's history
Manage sponsorship groups
Finance
View the ledger
Search ThirdSectorBee Help Centre
Open ThirdSectorBee
Worker Bees
Reference
Trigger events, actions, data tokens and permissions.
Trigger events and filters
Actions and their settings
Insert data from the event
Worker Bees permissions
Table of contents
Trigger events and filters
Actions and their settings
Insert data from the event
Worker Bees permissions