Introduction: The Need
Progressive Technology Project (PTP) supports grassroots community organizing groups nationwide that engage in social, economic and environmental justice efforts to empower low-income people and communities of color. These groups conduct phone banking and field canvassing as an integral part of their base-building and voter engagement strategies to engage existing and new constituents. PTP hired DharmaTech to help them build PowerBase: a customized CiviCRM for use by community organizing groups.
PowerBase helps groups manage the following data related to phonebanking and field canvassing work:
- voter info, history, and demographics
- reason why the phonebank or canvass is taking place
- responses to questions asked during the phonebank or canvass
- phonebank or canvass status
- primary language spoken
About 8 weeks ago we began looking into a CiviCRM / QuickBooks integration framework. Our goal is to write a module that allows CiviCRM contributions and contact information to be written to QuickBooks. Our target version is QuickBooks 2009 Premier Non-Profit edition, since that's what we use.
At the very least, the module should be able to: