From Friction to Flow: How The Myton Hospices Transformed Their Data Admin with Bridgit

In a recent webinar hosted by MuchLoved, Sean Donnelly, co-founder and CEO of Bridgit, was joined by Dan Brown, Digital Marketing Manager at The Myton Hospices, to talk about the challenges of managing fragmented data and how Bridgit is helping charities tackle it head-on.

Myton has been working with Bridgit for several months, using it to automate how data flows from MuchLoved into Donorlflex, their CRM. According to Dan, the results have already been significant.

“Not just because Sean’s on the call. I can actually only say good things,” Dan said during the session. “They’ve been incredibly reactive and helpful and saved our donor and supporter care team hours already. And that’s just from the MuchLoved imports alone.”

The problem: manual imports, repeated effort, human error

Before Bridgit, Myton’s donor care team had to manually export data from MuchLoved, clean it up in a spreadsheet, and then import it into Donorflex, their CRM. The process was time-consuming and carried the risk of error.

“There’s always the risk of human error,” Dan said. “Reducing that is really important to us.”

As with many charities, Myton was managing separate processes for donations and supporter data. That meant multiple files, inconsistent formats, and manual checks several times a week.

 

The solution: automation that fits how the team works

With Bridgit, Myton has set up two automated data flows, or “bridges”, for MuchLoved: one for financial transactions (payouts/donations summary report) and one for supporter data (donor details report). These now run on a schedule, cleaning and transforming the data before delivering it in a format that is ready to upload to the CRM. 

“Now it pulls the data directly from MuchLoved, goes through Bridgit, and then our donor and supporter care team can import that,” Dan explained. “Previously they had to manually export it, make changes in a spreadsheet, then import it. And there would still probably be some issues.”

The automation saves time, improves reliability, and allows the team to focus on more valuable work.

“Hopefully they’re getting back to what we all want to do, which is supporting the charity, raising money, and looking after our supporters.”

 

What’s next: end-to-end CRM integration

While Myton currently uses Bridgit to prepare data for upload into their CRM, the next step is a full end-to-end integration.

“Excitingly, we’ve been working with Sean and the team to take advantage of Donorflex’s API. That will then pull from MuchLoved on a schedule, go through Bridgit, and automatically go directly into our CRM,” Dan said. “That will really reduce the manpower hours for our donor and supporter care team.”

They are also expanding their use of Bridgit to handle fundraising data from other platforms like Enthuse.

“It’ll go through Bridgit also. Again, really reducing the time and making sure that data is really good once it goes into our CRM.”

 

Why it worked: flexibility and understanding

For Dan, what stood out most was how well the Bridgit team understood the charity sector and how willing they were to adapt the platform to meet Myton’s specific needs.

“Everything’s been very personalised to us,” he said. “I’ve worked with a lot of companies over the years that claim to understand the nonprofit sector. A lot of it is out-of-the-box, here’s how it works, deal with it. This has felt very different.”

He summed up the experience clearly:

“It’s like having a small team of API developers at your fingertips without the very costly agency fees or contractor fees.”

 

Watch the full webinar

To hear the full story, watch the webinar recording below. You’ll learn more about:

• How fragmented data affects fundraising outcomes

• What’s involved in setting up a bridge with Bridgit

• Why charities like Myton are investing in automation now