You can use Excel to analyse, query, or visualise your Donorfy data by connecting to the Donorfy Data Service (OData). Depending on your version of Excel, you may need to install a Microsoft OData plugin to enable OData connections.
⚠️Important:
The data API Odata link is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
Excel retrieves data via Donorfy Data Service, to use the feature you will need to find your System API Key.
You must have permission to use the Donorfy Data Service in your user profile.
Connect Excel to the Donorfy Data Service
Open Excel and go to the Data tab.
In the Get External Data section, click From Other Sources.
Select From OData Data Feed.
When prompted, enter your OData link in the following format:
https://data.donorfy.com/odata/<your API key>
Example: If your API key is abcdefgh, your link is
https://data.donorfy.com/odata/abcdefgh.Enter your Donorfy username and password.
Select the data sources (tables) you want to use.
Load the data into Excel and create tables, charts, or pivot tables as required.
📌 Note: If Excel cannot read OData feeds, you may need to install an OData plugin from Microsoft.
Fix Errors Reading OData in Excel
Some versions of Excel may display errors when loading OData feeds. These errors are caused by the way Excel samples OData data.
Workarounds
Install Power Query in Excel and use it to load the data.
If you use Office 365, Excel 16, or Excel 19, use Get & Transform instead of legacy data connections.
Use an alternative reporting tool such as Power BI.
Fix Connection Failure: TLS 1.2
If you receive an error stating “The underlying connection was closed”, your computer may not have TLS 1.2 enabled.
⚠️ Important: The Donorfy Data Service requires TLS 1.2. Ask your organisation’s IT team to enable TLS 1.2 on your computer if it is not already active.
Update Your Login Credentials in Excel
If you change your Donorfy password, you must also update the credentials stored in Excel for the OData connection.
Go to the Data tab and click New Query.
Select Data Source Settings.
Highlight your Donorfy OData link, then click Edit Permissions.
Select Edit under Credentials.
Enter your new Donorfy username and password.
Click Save, then OK, then Close.
📌 Note: Do not use auto-populate tools—these may enter incorrect details, resulting in connection errors.