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      GivingData's Available Integrations

      This article aims to educate users about the various integrations and API capabilities available in GivingData. By understanding what is supported and what is not, users can make informed decisions and effectively utilize GivingData’s functionalities

      GivingData’s Integrations and APIs

      GivingData supports a variety of integrations that enhance functionality and streamline operations across different platforms, and its Open API allows for extensive customization and integration with other systems, facilitating automation and data synchronization.

      Supported GivingData Integrations

      1. Microsoft Entra ID and OneDrive: Clients can use O365's SSO to log into GivingData and utilize OneDrive for document management. More on Microsoft Entra ID and OneDrive.

      2. Bridger Insight Configuration: Allows users to conduct due diligence checks on organizations and contacts. Learn about Bridger Insight.

      3. Box: Enables document management through Box integration similar to OneDrive. Details on Box integration.

      4. E-Signature: Supports using DocuSign and Adobe Sign for the e-signature process. Setup guide for DocuSign.

      5. Google SSO: Allows federated login using Google accounts. Contact your CSM for setup details.

      6. Google Gmail Add-on: Enables users to synchronize emails with interaction records and continue email conversations from GivingData or Gmail. Emails can be associated with specific contacts, organizations, funding requests, and payment records.

      7. Outlook Add-In: Facilitates creating GivingData Interaction records directly from Microsoft Outlook. Outlook Add-In setup.

      8. SAML: Supports secure login with SAML for Okta and OneLogin integrations. Contact your CSM.

      9. Web Publishing API: Enables building custom integrations and publishing grants data externally. API documentation.

      10. Word Add-In: Allows users to add merge fields into Word document templates. Learn more about Word Add-In.

      11. Document Linking: Links documents to records from various storage platforms like Google Drive, Dropbox, and OneDrive. More on Document Linking.

      12. WOPI: Utilizes WOPI protocol for file access and editing. Contact your CSM for more information.

      Limitations and Unsupported Features

      Certain integrations and API functionality may not be supported based on the plan or the technical feasibility. Feel free to reach out to GivingData customer support for further assistance.