Learn how to install the GivingData Add-In for Microsoft Outlook for logging email interactions in GivingData. These steps must be completed by each user intending to use the add-in.
This corresponds with Phase 2 in the GivingData Add-In for Outlook: Integration Checklist.
This guide should not be completed until Phases 1a and 1b in the checklist linked above have been completed.
Minimum System Requirements
In order to run the GivingData add-in for Outlook, please ensure your machine meets the following recommended system requirements:
Windows:
- Windows 10 version 1903 or greater
- Microsoft Outlook v16.0.12325 or greater
Mac:
- macOS 10.15.3 or greater
- Mac Outlook v16.75 or later
GivingData User Permission Requirements
In order to use the GivingData add-in for Outlook, a user must have a GivingData account with the following permissions:
- View Interactions
- Manage Interactions
- Open API
If you think you may be missing some of these permissions, please contact your GivingData site administrator.
Generate a Manifest file
The manifest is a small configuration file you download from GivingData and hand to Outlook so it knows the GivingData add-in exists and where to connect to. It registers the add-in by telling the Outlook host application where to fetch the add-in's HTML/JS task pane, what permissions it needs against the mailbox, and which Outlook contexts it should activate in. This manifest is required to bring the GivingData add-in into a user’s Outlook, and GivingData users with administrative permissions can generate an Outlook add-in manifest directly from GivingData.
- Click the gear icon in the navigation menu.
- Click Interactions.
- Click Outlook Add-in.
- Click Download Manifest.
- Distribute the manifest file to each user who will use the add-in.
Install the GivingData Add-In as a Custom File
Next, the add-in needs to be installed to your Outlook account. This can be done by side loading the add-in.
The add-in does not need to be installed separately for the web app and the desktop app; installing in one place will install in both.
- In your browser, navigate to https://aka.ms/olksideload. This opens Outlook on the web and loads the Add-Ins for Outlook dialog.
- Click My add-ins in the left-side menu, select Add a custom add-in in the Custom Addins section, and then choose Add from file.
- Select the manifest .xml file you generated earlier.
- Click Open to install the add-in.
- Click Install.
- The GivingData add-in should now appear under the Custom Addins section of your Outlook settings.
Access the Add-In in Outlook
Access the add-in in Outlook to complete the connection with your GivingData site.
- Open an email message in Outlook.
- Click the Apps icon, and then click the GivingData add-in.
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For easy access, right-click the GivingData add-in to pin it.
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- In the side display that opens, input your GivingData URL (https://your_subdomain.givingdata.com) and GivingData API Key.
- Refer to the section below for instructions on creating or accessing your GivingData API key.
- Refer to the section below for instructions on creating or accessing your GivingData API key.
- Click Test Connection, and then click Save if the connection was successful.
GivingData API Key
Follow the steps below to access the API key for your GivingData site if needed.
- Click your initials in the navigation menu.
- Click Profile.
- Click the Integrations tab.
- Create or copy the API Key.
If you do not see the Integrations tab on the My Profile page, it may be because the Open API is not enabled in your site's Client & Feature Configuration. Contact your Client Success Manager for assistance in enabling this feature to access your GivingData API Key.