GivingData supports a variety of integrations that enhance functionality and streamline operations across different platforms. In addition, the Open APIs allow for extensive customization and integration with other systems, facilitating automation and data synchronization.
Some of the integrations below are available within specific subscription tiers or as an add-on to your subscription. Please reach out to your Implementation Manager or Client Success Manager to confirm these details.
With all available third-party integrations, GivingData works to keep our articles as up-to-date as possible. Due to ongoing changes in the third-party software, you might see some differences between language or screenshots in GivingData articles and what is reflected in the third-party software. Reach out to your GivingData contact or the Support team with any questions.
Available Integrations
- Microsoft Word Add-In - Add GivingData merge fields into Word document templates.
- DocuSign - Send documents in GivingData for e-signature through DocuSign.
- Adobe Sign - Send documents in GivingData for e-signature through Adobe Sign.
- Microsoft Outlook Add-In - Create GivingData interaction records directly from an email in your Outlook inbox.
- Gmail Add-On - Create GivingData interaction records directly from your Gmail email.
- OneDrive Premium Document Management - Store your GivingData documents in your organization's OneDrive environment.
- Box Premium Document Management - Store your GivingData documents in your organization's Box environment.
- GivingData Cloud - This document management option is available with all GivingData subscriptions. With a Microsoft 365 subscription, you can also enable the Online Edit & Sync functionality for documents in GivingData.
- Document Linking - Documents stored in Google Drive, Dropbox, and OneDrive can be linked on GivingData records.
- Azure SSO - Access your GivingData site using your Microsoft Azure credentials.
- Google SSO - Access your GivingData site using your Google credentials.
- SAML - Supports secure login with SAML for Okta and OneLogin integrations. Reach out to your GivingData contact for more information.
- BILL - Send payments from your GivingData site to your BILL account both individually and in batch.
- Bridger Insight (OFAC Risk Management) - Conduct due diligence checks on organizations and contacts in your GivingData site using screening lists available through Bridger Insight.
- Open APIs - Build custom integrations to pull data from GivingData, publish your grants data to your external website, and develop integrations with other systems.