Getting Started
Get started with Donorfy.
By Cristina and 1 other2 authors20 articles
Donorfy Support
Use the knowledge base or reach out to our support.
Submit a Support Question or Find HelpLearn how to search for answers or contact the Donorfy Support Team
Set up Donorfy
This introductory section provides the basics so you can start exploring and customising your new database.
Get Started with Donorfy - Configure, Import, IntegrateConfigure your Donorfy, import your data and then integrate.
Configure DonorfyConfigure your database, keep or switch off the pre-configurations.
Import your dataImport your data via the File Uploader
Quick Start Guide: Online donations, with Gift AidSet up your online donations with Gift Aid
Invite your team to DonorfyGive access to your team to Donorfy
Set up your online donation pagesFind out what options you have to set up your online donation pages.
Other settings worth consideringLearn about some of the settings you may need to consider for a flawless experience.
Add in integrations to enrich your Donorfy experienceQuick summary of the integrations you can set up with Donorfy.
Donorfy Academy
Help you do more of what matters. Increase your impact and learn new skills.
Access the AcademyAccess your academy successfully.
Log in to the AcademySteps on logging in to Donorfy Academy
How to get more Academy licencesIf you love the Academy and need more licences.
Reset your passwordIf you forgot your password or want to change your credentials request a reset.
Find your way around Donorfy
Learn about the basic first steps that will set you up for success
Logging in and out of DonorfyLogin to Donorfy either with your username or with Access Identity.
Navigate around DonorfyExplore Donorfy to familiarise yourself with its features
The Constituent ProfileExplore Individuals Constitutent Profiles or Groups.
Change the view of your Constituent ProfileAdjust the Layout of Constituent Profiles.
Search and Filter Constituent RecordsFind the constituent profile through various search and filtering options.
Buttons and MenusExplore the Menu and find your options.
Getting Started ListLearn more about how to get the most out of Donorfy with the Getting Started List.