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ThirdSectorBee Help Centre
Tutorials
What is ThirdSectorBee?
Tutorial: Set up your organisation
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
Create and edit organisations
Create and edit resources
Log a touchpoint
Record a payment or donation
Manage a fundraising activity
Link records together
Build and save a segment
Use stewardship actions
Set up a recurring payment
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
API Reference
Stewardship action types
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
Reference
Supported entity types and fields
Job statuses and errors
API Reference
Gift Aid
How-to guides
Collect a Gift Aid declaration
Submit a claim to HMRC
Reconcile a claim response
Reference
Declaration fields
Claim statuses
Case Management
How-to guides
Create and manage cases
Reference
Case fields and statuses
Engage
How-to guides
Build and publish a form
Edit a published form
View form submissions
Reference
Form field types
Submission processing
Integrations
How-to guides
Connect Ticket Tailor
Connect JustGiving
Connect Dotdigital
Connect Mailchimp
Connect Stripe for Engage payments
Connect Zapier
Reference
Ticket Tailor sync behaviour
Worker Bees
How-to guides
Create Worker Bees and check their runs
Reference
Trigger types and actions
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
Set up and manage subscription billing
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 memberships and read the dashboard
Programmes
Create and manage programmes
Review funding needs
Measure impact and review reports
Fundraising Pipeline
Manage your fundraising funnel
Events
Create and manage events
Search ThirdSectorBee Help Centre
Open ThirdSectorBee
Case Management
How-to guides
Step-by-step instructions for managing cases.
Table of contents
Create and manage cases