The GivingData Add-In for Microsoft Outlook allows you to create GivingData interaction records directly from an email in your Outlook inbox.
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1a - Client Instructions
In this phase, you will create a GivingData application registration in Microsoft Entra ID for your GivingData Production site and Staging site (if applicable).
Once this is done, the same application registration details can be used for all other available GivingData integrations with Microsoft. This includes the Azure SSO integration and OneDrive Premium Document Management or OneDrive Document Linking.
Specific permissions and manifest details vary based on the integrations you plan to set up. Refer to the article linked below for instructions.
If you are adding this integration at a later time, refer to each section in the article linked below and edit your existing application registration accordingly.
Complete the steps outlined in Create a GivingData Application Registration in Microsoft Entra ID.
✅ Create a GivingData application registration for your GivingData Production site and Staging site (if applicable). Refer to the note above: this does not need to be repeated if already completed for another GivingData integration.
- Provide the following information to your GivingData contact:
- Tenant Domain
- Application ID
- Client Secret Value
- Staging Application ID (if applicable)
- Staging Client Secret Value (if applicable)
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 1b - GivingData Instructions
This phase is completed by your GivingData contact.
Complete the steps outlined in Microsoft Outlook Add-In Setup: Internal Guide. Main steps for this phase include:
✅ Complete the Outlook Add-In fields in Client & Feature Configuration for the client's site.
✅ Enable Open APIs in Client & Feature Configuration for the client's site.
Phase 2 - Client Instructions
Each user who needs to install the Outlook Add-In for GivingData should complete the steps outlined in Install the NEW Outlook Add-In (Sideload). Main steps for this phase include:
✅ Obtain the Outlook Add-In manifest file from your system administrator.
✅ Install the Outlook Add-In for GivingData.
✅ Open the Outlook Add-In for GivingData in Outlook and enter your GivingData URL and GivingData API Key.
Phase 3 - Client Instructions
In this phase, you will review a resource for using the integration.
✅ Review Microsoft Outlook Add-In User Guide to learn how to use the integration now that it is set up.