The Donorfy Data Service provide secure access to your data Donorfy uses a technology called OData allowing you to use a reporting or analysis tool - such as Excel or Tableau - with the data you have in Donorfy.
Requirements
The data API Odata link is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
To use this feature your Donorfy sign-in needs access to the Donorfy Data Service - see this article for help managing user permissions. |
How to enable and link to reporting tools
To retrieve data via the Donorfy Data Service you will need to find your System API key - see this article for help with locating your key within your Donorfy settings.
Your link to the Donorfy Data Service will be https://data.donorfy.com/odata/<your api key> e.g. if your api key was abcdefgh your link would be https://data.donorfy.com/odata/abcdefgh
You will also have to enter your username and password to access the reporting service and have been granted permission to use the service within your user profile settings.
These are data sources available from the data service
Activities - information about activities
Constituents - Basic constituent information, including major giving info, default contact details, financial summary
ConstituentTags - details of active and excluded tags for constituents
Recurring Payment Instructions - details of recurring payment instructions
Transactions - details of transactions
Campaigns - information about your campaigns
Opportunities - information about opportunities - including summary data of pledge
Stats - High-level stats summarising the data in Donorfy available on a day by day basis - can be used to track changes (e.g. in constituent counts) over a period of time
Please see other articles that provide more details about using the Donorfy Data Service with other reporting tools here.