Microsoft Word Add-In: Microsoft 365 Online (Web App) Setup

This article covers how to set up the GivingData Add-In for Microsoft Word and corresponds with Phase 1: Client Instructions in the Microsoft Word Add-In: Integration Checklist. These steps must be completed by each user intending to use the add-in.

In these steps, you will first download a manifest file and copy the API key for your user profile in your GivingData site, and then complete installation in Microsoft 365 Online.

1. In your GivingData site, click the gear icon in the navigation menu. 
2. Click Word Add-in.
   
    
3. Click Download Manifest to download the file to your computer.
    
4. Click your initials in the navigation menu, and then click Profile.
5. Click Integrations.
    
6. Click Create API Key if you have not already done so, and then click Copy to Clipboard.
    
7. Log in to Microsoft 365 Online, open a new Word document, and then click Home.
    
8. Click Add-ins.
    
9. Click Advanced.
   
    
10. Click Upload My Add-in.
     
11. Click Browse, and then select the manifest (.xml file) downloaded from your GivingData site.
     
12. Click Upload.
     
13. Click the three dots icon, and then click Merge Fields under GivingData.
    
     
14. Paste the API key you copied from your GivingData site into the API key field, and then click Connect.