Donorfy Help Centre

Integrations

Integrate your other online services or harness the power of Donorfy's integrations.

Link your Enthuse account with Donorfy for data flows directed into Donorfy freeing you up to do more.

Enthuse Integration OverviewLearn how the Enthuse integration automatically adds donations, fundraising pages, supporters, and Gift Aid data into Donorfy with minimal setup.

Configure Enthuse Integration SettingsLearn how to set up and configure the Enthuse integration.

Obtain your Enthuse API credentialsRequest your Enthuse API credentials to get started.

Enthuse: How Constituents Are AddedUnderstand how the Enthuse integration creates or matches constituents in Donorfy when donations or fundraising pages are created.

Enthuse Integration: Frequently Asked QuestionsFind answers to common questions about the Enthuse integration.

Enthuse: How Transactions Are AddedUnderstand how donations made in Enthuse are created as transactions in Donorfy.

Enthuse: How Event Registrations Are AddedLearn how paid event registrations from Enthuse are added to Donorfy.

Everything about how Donorfy integrates with emails.

Send Emails from DonorfyLearn how to set up Donorfy to send documents and emails through your own email server.

Create an Email TemplateLearn how to set up an email acknowledgement template, including required fields, sender details, and how the email behaves based on your email provider settings.

Use Office 365 with DonorfyLearn how to connect your Office 365 email account to Donorfy so you can send acknowledgements, documents, and emails directly from the system.

Use Gmail with DonorfyLearn how to connect your Gmail account to Donorfy so you can send emails and documents directly through your Gmail service.

Gmail: Tokens ExpiringLearn why Gmail connections may stop working, how to renew expired tokens and how to switch to manual configuration.

Connect Microsoft Exchange to DonorfyLearn how to configure Donorfy to send emails through your Microsoft Exchange server.

Manually Connect Other Email Services to DonorfyLearn how to configure Donorfy to send emails using providers other than Office 365, Exchange, or Gmail by entering your own server settings.

Unexpected Items in the Send to Donorfy Review ListLearn why unfamiliar or unusual email addresses may appear in your Send to Donorfy review list and how to manage them.

Troubleshoot Email Sending ErrorsLearn how to diagnose and fix common errors when sending emails.

Details of the Donorfy integration with the Dotdigital marketing automation platform.

Dotdigital integration overviewUnderstand the features of the Dotdigital integration with Donorfy.

Set Up a Dotdigital AccountLearn how to connect your Dotdigital account to Donorfy, validate the connection, and configure the settings required for activity syncing and programme enrolments.

Mapping Donorfy Data to DotdigitalLearn how to map constituent data from Donorfy to Dotdigital contact data fields or preferences.

Synchronise Data to DotdigitalLearn how to create your sync list, understand which constituents will sync, run manual or scheduled updates in Dotdigital.

Enrolling a contact in a Dotdigital programLearn how to use Donorfy Triggers to enrol constituents into Dotdigital programs (Supporter Journeys).

Collect Campaign Behavioural ActivityLearn how Donorfy collects behavioural activity from Dotdigital.

Work with Multiple Dotdigital Sub-AccountsLearn how Donorfy supports organisations using multiple Dotdigital sub-accounts.

Use Triggers to Send Transactional Email with DotdigitalLearn how to use Donorfy triggers to send one-off transactional emails via Dotdigital.

FAQs: Mailchimp v's DotDigitalA short comparison between Mailchimp and DotDigital to help you choose which one is more suited for your needs.

A powerful two-way synchronisation between your Donorfy constituents and your Mailchimp audience.

Mailchimp Integration OverviewUnderstand how Donorfy and Mailchimp work together to sync constituents, preferences, tags, and campaign visibility.

Configure Mailchimp Integration (Step 1)Learn how to generate a Mailchimp API key and connect it to Donorfy to enable the Mailchimp integration.

Mailchimp Integration: Link Your Audience to Donorfy (Step 2)Learn how to link your Mailchimp audiences to Donorfy and map Donorfy Purposes and Tags to Mailchimp Tags or Groups.

Update Donorfy From Mailchimp (Step 3)How to use a Mailchimp webhook so that subscribes, preference changes, and unsubscribes in Mailchimp automatically update constituents in Donorfy.

Link a Mailchimp Campaign to a Donorfy Campaign (Step 4)Learn how to link a Mailchimp campaign to a Donorfy campaign.

Update Mailchimp from Donorfy (Step 5)Learn how to manually sync selected constituents from Donorfy to a Mailchimp audience.

Understand the Mailchimp SyncLearn how Donorfy’s sync updates your Mailchimp audience.

Link Donorfy to MailchimpHow to connect Donorfy and Mailchimp so you can sync audiences and track email campaigns.

View a Constituent’s Mailchimp ProfileView details of the email marketing audiences a constituent is subscribed to directly from their profile.

View Mailchimp activity in a Constituent's TimelineSee how a constituent has interacted with Mailchimp campaigns directly from their timeline.

Mailchimp GDPR features and DonorfyUnderstand how GDPR marketing permissions work.

Mailchimp Integration FAQSFind answers to common questions about how email syncing, permissions, automation, and data handling work between Donorfy and Mailchimp.

Troubleshoot Mailchimp Sync and Integration IssuesResolve common syncing, mapping, and visibility issues when using the Mailchimp integration.

Handle Custom Mailchimp Integrations Without Breaking SyncUnderstand how custom Mailchimp integrations interact with Donorfy and how to avoid webhook loops or missing subscribers.

Move to a Single Audience in MailchimpLearn how to consolidate multiple Mailchimp audiences into one audience using groups and tags, and reconnect it correctly with Donorfy.

Manage Archived and Deceased Records During Mailchimp SyncUnderstand how archived and deceased constituent records behave during email synchronisation and how to manage them correctly.

Send Only Opted-Out Data to Your Mailchimp AudienceLearn how to manage Mailchimp unsubscribes using Donorfy by creating Lists that detect opted-out constituents and sync the correct unsubscribe status.

Disconnect MailchimpLearn how to fully disconnect your Mailchimp integration from Donorfy.

Initiating Mailchimp Automations or Supporter Journeys from DonorfyHow to start Mailchimp Classic Automations or Supporter Journeys from Donorfy using lists, tags, online donation pages, and triggers.

Link your Eventbrite events to Campaigns in Donorfy.

Linking Eventbrite and DonorfyLearn how to connect Eventbrite to Donorfy so attendee and order data flows automatically into your Donorfy system.

Connect an Eventbrite Event to a Donorfy CampaignLearn how to link individual Eventbrite events to Donorfy Campaigns.

Eventbrite: Activities in DonorfyLearn how Donorfy creates Activities from Eventbrite ticket orders and attendee data.

Eventbrite: Check-insLearn how attendee check-ins recorded in Eventbrite can be captured in Donorfy by mapping check-in status to an Activity field.

Eventbrite: Transactions in DonorfyLearn how Donorfy creates transactions for paid Eventbrite orders and how to configure default and campaign-specific transaction mappings.

Eventbrite: How Email Addresses Are Matched to ConstituentsLearn how Donorfy matches Eventbrite ticket buyers and attendees to existing constituents and when new records are created.

Eventbrite: Creating a List of Constituents That Attended an EventLearn how to build an Activity List in Donorfy to identify attendees of a specific Eventbrite event, or across multiple events.

Eventbrite: FAQsAnswers to common questions about how Eventbrite data flows into Donorfy.

Changing the Security Setting for Your Eventbrite WebhookLearn how to update your Eventbrite webhook from HTTP to HTTPS to ensure secure transmission of data into Donorfy.

Eventbrite Integration OverviewUnderstand how Eventbrite connects with Donorfy to automatically record event activity, registrations, fees, and attendance.

Understand Eventbrite’s Better Checkout Experience and Its Impact on DonorfyEventbrite introduced a better checkout experience to reduce friction for ticket buyers

Eventbrite: Getting Opt-Ins from Event AttendeesHow to capture opt-ins in Eventbrite and ensure they are correctly recorded against constituent records.

Full integration of fundraising pages, direct donations and Gift Aid from the UK’s leading peer-to-peer fundraising platform.

JustGiving Integration OverviewUnderstand how Donorfy connects with JustGiving to automatically import fundraising pages, donations, and supporter details.

How to link JustGiving and DonorfyLearn to connect JustGiving with your Donorfy to streamline fundraising data.

Finding Your JustGiving Charity IDLearn where to locate your charity’s unique ID within your JustGiving charity account.

JustGiving: Settings and Mappings OverviewUnderstand how JustGiving donation data is mapped into Donorfy, the different mapping methods available, and how to plan an effective mapping strategy.

JustGiving: Fundraising Page Custom CodesLearn how to use JustGiving Fundraising Page custom codes to override Donorfy’s default and campaign-specific mappings.

Add Custom Codes to Your JustGiving Fundraising PagesLearn how to apply custom codes to JustGiving Fundraising Pages.

Make the JustGiving Integration LiveConfigure the JustGiving integration and activate data retrieval.

View JustGiving Fundraising PagesManage how Fundraising Pages appear on Constituents, Campaigns, and lists in Donorfy.

Change Your JustGiving Username or Password in DonorfyLearn how to update the JustGiving authentication details stored in Donorfy.

JustGiving: Giving CheckoutUnderstand how Giving Checkout donations flow into Donorfy and how they are processed.

JustGiving: FAQsCommon questions about the JustGiving integration and how data flows into Donorfy.

JustGiving – FAQ: Campaigns or Fundraising Pages Not Showing in the Drop-Down BoxUnderstand why Campaigns or Fundraising Pages may not appear when linking them in Donorfy.

JustGiving – FAQs: Error Message When Logging In (Unauthorized)Understand why you may receive an Unauthorized or Forbidden error when testing your JustGiving settings in Donorfy.

JustGiving: Charity ChallengesLearn How partnered challenge events appear in JustGiving.

Report on JustGiving TransactionsUnderstand how JustGiving data is retrieved and how to report on donations in Donorfy.

JustGiving: Campaign Specific SettingsLearn how to automatically link donations made via JustGiving to a specific Donorfy Campaign.

Facebook Giving Tools

A guide to how you can include Facebook and Instagram giving into your CRM.

Meta’s Partnership with PayPal Giving Fund UK (PPGF)Understand how Meta’s change in donation processing affects Facebook Giving Tools and Donorfy.

Introduction to the Facebook Giving Tools IntegrationUnderstand how Facebook and Instagram fundraising works and how to bring this data into Donorfy.

Set Up the Facebook Giving Tools IntegrationConfigure how Facebook and Instagram donations flow into Donorfy.

Import the Multi-Day Transaction File from FacebookExport Facebook Giving Tools data and upload it into Donorfy for processing.

Manage Facebook Fundraisers, Donate Buttons and DonationsView, edit, and report on Fundraisers, Donate Buttons, and related donations imported from Facebook Giving Tools.

Message Your Facebook FundraisersSet up and send personalised messages to supporters running Facebook Fundraisers.

Facebook Giving Tools: FAQsAnswers to common questions about Fundraisers, Donate Buttons, and uploading Facebook data into Donorfy.

The connection to Zapier uses Donorfy's API to send, receive and update data in your Donorfy or external applications.

Connect Zapier to DonorfySet up API access and begin automating workflows between Donorfy and Zapier.

Access Charity CRM and Websites integration

This is a “Works with Donorfy” integration - Automatically sync your Access donor and transaction data with Donorfy.

Link Access Charity Websites (Raising IT) to Donorfy Using Charity ToolkitAutomatically transfer donation and appeal data from Access Charity Websites (formerly Raising IT) into Donorfy.

This is a “Works with Donorfy” integration - Orders and donations direct into Donorfy.

WooCommerce IntegrationConnect WooCommerce with Donorfy to automate donation and order data flow.

This is a “Works with Donorfy” integration - A suite of visual fundraising products for your website that integrates seamlessly with Donorfy.

Ema Giving IntegrationConnect Ema Giving to Donorfy to streamline digital fundraising and reduce manual data handling.

OnlineFundraising (Denmark)

Harness the power of OnlineFundraising's tailored payment solutions for donations and membership recruitment. A trusted solution for organisations in Scandinavia.

Online Fundraising OverviewConnect Online Fundraising with Donorfy to manage Danish payment methods and streamline supporter data.

Payment Refunds from Online FundraisingUnderstand how refunded payments from Online Fundraising appear in Donorfy.

Online Fundraising: Error and Cancel ReasonsUnderstand how Online Fundraising error and cancellation codes map into Donorfy.

OnlineFundraising Integration: How the Integration WorksUnderstand how OnlineFundraising sends data into Donorfy in real time.

Get Started with the OnlineFundraising IntegrationEnable and configure the OnlineFundraising integration.

Configure Online Fundraising Forms to Send Data to DonorfySet up Online Fundraising forms so donations and supporter data map correctly into Donorfy.

Reference: OnlineFundraising webhooks and what happens with themExplore what webhooks do with Online Fundraising.

Manage Duplicate Constituents with the Online Fundraising IntegrationUnderstand how duplicates are detected, handled, and merged when using the Online Fundraising integration with Donorfy.

Generate and Manage the Danish Tax FileConfigure, generate, and maintain Danish tax files to report eligible donations correctly.

FAQ: Online Fundraising and Adding Date of Birth to DonorfyUnderstand how Date of Birth is handled when Constituents are created through the Online Fundraising integration.